Investment Fund Managers

Also Called: Portfolio Manager

What Investment Fund Managers do

Plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.

  • Manage investment funds to maximize return on client investments.
  • Select specific investments or investment mixes for purchase by an investment fund.
  • Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.
Industry Areas:

Finance and Business

Expand For Additional Details

Work Context

  • Electronic Mail
  • Telephone
  • Duration of Typical Work Week
  • Face-to-Face Discussions
  • Spend Time Sitting

Tools

  • Videoconferencing systems
  • Teleconference equipment
  • Notebook computers
  • Special purpose telephones
  • Desktop computers

Technology

Analytical or scientific software
SAS
Statistical analysis software
Presentation software
Microsoft PowerPoint
Enterprise resource planning ERP software
Oracle Hyperion
SAP

The Education & Training You Need

Skills

  • Active Listening
  • Critical Thinking
  • Reading Comprehension
  • Judgment and Decision Making
  • Speaking

Knowledge

Business
accounting and economics
customer service
Arts and Humanities
English language
Math and Science
arithmetic, algebra, geometry, calculus, or statistics
Safety and Government
law and government

Education

  • 63% Master's degree
  • 33% Bachelor's degree
  • 2% Post-master's certificate

Experience

Extensive skill, knowledge, and experience are needed for these occupations. Many require more than five years of experience. For example, surgeons must complete four years of college and an additional five to seven years of specialized medical training to be able to do their job.

What are your training options on the pathway to this occupation?

Are You a Good Fit?

Occupation Traits

  • Conventional (Organizer)
  • Enterprising (Persuader)

Work Styles

  • Integrity
  • Analytical Thinking
  • Stress Tolerance
  • Achievement/Effort
  • Dependability
  • Persistence

Values

  • Achievement
  • Recognition
  • Working Conditions

Abilities

  • Verbal
  • Math
  • Ideas and Logic
  • Visual Understanding

This is what Investment Fund Managers across the country typically make.

$39.84 / hour
$82,870 /year

Entry Level

$75.05 / hour
$156,100 /year

Median Level

$115.00 / hour
$239,200 /year

Experienced Level

Income information reflects a regional average.
Income information reflects a national average.

This career’s National Job Outlook is

Bright

Please be sure to verify the outlook of this occupation with your instructor.

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