Investment Fund Managers

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About the Job

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

It is also Called

  • Asset Manager
  • Assistant Vice President, Investment Analysis
  • Equity Analyst
  • Fixed Income Portfolio Manager
  • Hedge Fund Manager
  • Institutional Asset Manager
  • Investment Analyst
  • Investment Fund Manager
  • Investment Officer
  • Investments Manager
View All

What They Do

  • 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.
  • Select or direct the execution of trades.
  • Develop or implement fund investment policies or strategies.
  • Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.
  • Present investment information, such as product risks, fees, or fund performance statistics.
  • Develop, implement, or monitor security valuation policies.
  • Meet with investors to determine investment goals or to discuss investment strategies.
  • Attend investment briefings or consult financial media to stay abreast of relevant investment markets.

Interests

People who work in this occupation generally have the interest code: EC.

This means people who work in this occupation generally have Enterprising interests, but also prefer Conventional environments.

Work Values

People who work in this occupation generally prize Achievement, but also value Recognition and Working Conditions in their jobs.

Things They Need to Know

  • Economics and Accounting - Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
  • English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
  • Mathematics - Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
  • Customer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
  • Administration and Management - Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.

Things They Need to Be Able to Do

  • Reading Comprehension - Understanding written sentences and paragraphs in work related documents.
  • Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
  • Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
  • Speaking - Talking to others to convey information effectively.
  • Judgment and Decision Making - Considering the relative costs and benefits of potential actions to choose the most appropriate one.
  • Active Learning - Understanding the implications of new information for both current and future problem-solving and decision-making.
  • Complex Problem Solving - Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.

Education Required

Most of these occupations require graduate school. For example, they may require a master's degree, and some require a Ph.D., M.D., or J.D. (law degree).

Wages

In 2018, the average annual wage in Ohio was $107,320 with most people making between $55,610 and $166,520

Outlook

0.70%
avg. annual growth

During 2016, this occupation employed approximately 24,170 people in Ohio. It is projected that there will be 25,860 employed in 2026.

This occupation will have about 169 openings due to growth and about 1,731 replacement openings for approximately 1,900 total annual openings.

Education & Training