Career Details
Career Details
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Career Details
11-3031.03 - Investment Fund Managers
11-3031.03 - Investment Fund Managers
Plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.
Key Facts
Bright Outlook
Career Details
Green Job
Career Details
Current Employment
555,900
Estimate
Forecasted Employment
593,500
Estimate
Change in Employment
+37,700
Estimate
Change in Employment %
+6.8%
Estimate
Tasks
Tasks
The tasks listed below can be performed to prepare you for a career in this field.
Core
- 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.
- Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential.
- Develop or implement fund investment policies or strategies.
- Select or direct the execution of trades.
- Manage investment funds to maximize return on client investments.
- Select specific investments or investment mixes for purchase by an investment fund.
Supplemental
- Verify regulatory compliance of transaction reporting.
- Direct activities of accounting or operations departments.
- Review offering documents or marketing materials to ensure regulatory compliance.
- Identify group or individual target investors for a specific fund.
- Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements.
All data sourced from US Department of Labor, Employment & Training Administration O*Net Database.
Knowledge
Knowledge
The items listed below are organized into sections that contain knowledge useful for pursuing a career in this field. Each section also contains a "Percentage of Importance" statistic that shows how relevant an item is to the occupation.
All data sourced from US Department of Labor, Employment & Training Administration O*Net Database.
Tools
Tools
The tools listed below include machines, equipment, tools, and software that is useful for individuals who are interested in this career.
All data sourced from US Department of Labor, Employment & Training Administration O*Net Database.
Technology
Technology
The technologies listed below include machines, equipment, tools, and software that is useful for individuals who are interested in this career.
All data sourced from US Department of Labor, Employment & Training Administration O*Net Database.
Certifications
Certifications
FastForward at Virginia's Community Colleges is a short-term training program for high-demand industries, like healthcare, information technology, and skilled trades and infrastructure, helping Virginians get the jobs and salaries they need. Our goal is to get you trained, help you earn your certification, and get you into a career that can support you and your family. Explore the latest training program offerings by visiting FastForward
The certifications listed below are useful to pursue if you are interested in a career in this field.
No specific certifications are listed for this career
All data sourced from US Department of Labor, Employment & Training Administration O*Net Database.
Licensing
Licensing
The licensing information below is organized into sections and is useful for pursuing if you are interested in a career in this field.
No specific licensing information is listed for this occupation in the area you have selected.
All data sourced from US Department of Labor, Employment & Training Administration O*Net Database.
Related Programs
Programs related to this career, offered by participating institution(s), are listed below.
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