Investment Fund Managers

11-3031.03 Zone 5 — Extensive Preparation Needed

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

Also known as: Annual Fund Manager, Asset Management Manager, Asset Management Project Manager, Asset Manager, Digital Asset Manager, Financial Planning and Analysis Finance Manager, Financial Planning and Analysis Manager, Financial Planning Director, ...

Annual Salary

$161,700

Median annual wage (May 2024)

$118,360 25th – 75th percentile $214,210
10th percentile $86,490
90th percentile $208,000+
U.S. Employment: 818,620

Job Outlook

+14.8%

Projected growth, 2024–2034 (Much faster than average)

Annual Job Openings 74,600 per year (avg. 2024–2034)
Typical education: Bachelor's degree
Experience: 5 years or more

What You'd Do

  • Prepare for and respond to regulatory inquiries.
  • Hire or evaluate staff.
  • Develop, implement, or monitor security valuation policies.
  • Attend investment briefings or consult financial media to stay abreast of relevant investment markets.
  • 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.
  • Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.
  • Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities.
  • Meet with investors to determine investment goals or to discuss investment strategies.
  • Develop or direct development of offering documents or marketing materials.

Top Skills

Reading Comprehension 4.0
Active Listening 4.0
Critical Thinking 4.0
Speaking 3.9
Judgment and Decision Making 3.9
Active Learning 3.8
Complex Problem Solving 3.8
Writing 3.6

Importance scale: 1 (low) – 5 (high)

Knowledge Areas

Economics and Accounting 4.7
English Language 4.4
Mathematics 4.3
Customer and Personal Service 3.7
Administration and Management 3.2
Law and Government 3.1
Computers and Electronics 3.1
Sales and Marketing 3.0

Importance scale: 1 (low) – 5 (high)

Education Level Distribution

Percentage of workers in this occupation by education level

Master's
63.3%
Bachelor's
32.7%
Post-Master's
2%
Professional
2%

Technology & Tools

Software and tools commonly used in this role

In-Demand Technologies

Microsoft Access Microsoft Excel Microsoft Office software Microsoft Outlook Microsoft Power BI Microsoft PowerPoint Microsoft Project Microsoft Visio Microsoft Word SAP software SAS Structured query language SQL Tableau

Other Tools

Autodesk AutoCAD Blue Sky Financial accounting software Microsoft MapPoint Oracle Hyperion Oracle Hyperion Planning Portfolio analysis software ReadSoft Risk analysis software Statistical analysis software SunGard Financial Systems AddVantage Web browser software

Work Styles

Personality traits and work styles important for this career

3.0
Attention to Detail
2.9
Integrity
2.6
Dependability
2.6
Achievement Orientation
2.6
Intellectual Curiosity
2.2
Self-Confidence
2.2
Stress Tolerance

Key Abilities

Cognitive, physical, and sensory abilities important for this role

Deductive Reasoning 4.1
Oral Comprehension 4.0
Written Comprehension 4.0
Oral Expression 4.0
Inductive Reasoning 3.9
Information Ordering 3.9
Mathematical Reasoning 3.9
Written Expression 3.8

Importance scale: 1 (low) – 5 (high)

Work Activities

General types of job behaviors occurring on this job

Getting Information 4.8
Analyzing Data or Information 4.8
Making Decisions and Solving Problems 4.5
Processing Information 4.5
Working with Computers 4.4
Identifying Objects, Actions, and Events 4.4
Communicating with Supervisors, Peers, or Subordinates 4.2
Communicating with People Outside the Organization 4.0

Importance scale: 1 (low) – 5 (high)

Work Environment

Physical and social factors that influence the nature of work

E-Mail
5.0
Telephone Conversations
4.9
Face-to-Face Discussions with Individuals and Within Teams
4.8
Spend Time Sitting
4.8
Indoors, Environmentally Controlled
4.6
Level of Competition
4.5
Freedom to Make Decisions
4.5
Determine Tasks, Priorities and Goals
4.5
Frequency of Decision Making
4.5
Impact of Decisions on Co-workers or Company Results
4.4
Importance of Being Exact or Accurate
4.2
Contact With Others
4.2

Is Investment Fund Managers right for you?

Take our free career quiz to see how you match with this and 900+ other careers.

Take the Quiz

Salary data: BLS Occupational Employment and Wage Statistics, May 2024. Outlook data: BLS Employment Projections, 2024–2034.

This page includes information from the O*NET 30.2 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license.