Investment Fund Managers

Personality

Job Aptitudes

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Job Outlook:

None

Education: Bachelor's degree Details

Education Details

63%

Master's Degree

33%

Bachelor's Degree

Post-Master's Certificate - awarded for completion of an organized program of study; designed for people who have completed a Master's degree but do not meet the requirements of academic degrees at the doctoral level.

First Professional Degree - awarded for completion of a program that: requires at least 2 years of college work before entrance into the program, includes a total of at least 6 academic years of work to complete, and provides all remaining academic requirements to begin practice in a profession.

Salary

High: $203,720.00

Average: $166,050.00

Hourly

Average: $79.83

Summary of What they do:

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

Responsibilities

Coordinate with external parties to exchange information.

Examine financial records to ensure compliance with policies or regulations.

Evaluate employee performance.

Hire personnel.

Direct financial operations.

Direct organizational operations, projects, or services.

Monitor organizational procedures to ensure proper functioning.

Implement organizational process or policy changes.

Develop organizational policies or programs.

Maintain knowledge of current developments in area of expertise.

Examine marketing materials to ensure compliance with policies or regulations.

Analyze forecasting data to improve business decisions.

Advise others on business or operational matters.

Monitor financial activities.

Monitor financial indicators.

Monitor external affairs or events affecting business operations.

Communicate organizational information to customers or other stakeholders.

Identify potential customers.

Develop promotional materials.

Direct sales, marketing, or customer service activities.

Evaluate potential of products, technologies, or resources.

Implement organizational process or policy changes.

Develop organizational policies or programs.

Approve expenditures.

Direct financial operations.

Determine operational compliance with regulations or standards.

Direct financial operations.

Tasks On The Job

Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements.
Attend investment briefings or consult financial media to stay abreast of relevant investment markets.
Develop, implement, or monitor security valuation policies.
Develop or direct development of offering documents or marketing materials.
Develop or implement fund investment policies or strategies.
Direct activities of accounting or operations departments.
Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential.
Hire or evaluate staff.
Identify group or individual target investors for a specific fund.
Manage investment funds to maximize return on client investments.
Meet with investors to determine investment goals or to discuss investment strategies.
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.
Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.
Prepare for and respond to regulatory inquiries.
Present investment information, such as product risks, fees, or fund performance statistics.
Review offering documents or marketing materials to ensure regulatory compliance.
Select or direct the execution of trades.
Select specific investments or investment mixes for purchase by an investment fund.
Verify regulatory compliance of transaction reporting.

PERSONALITY

KEY:

Strength

Caution

Warning

Your Assessment Results		CAREER CHARACTERISTICS Importance


? ? ? ? Begin Career Assessment	98%	Integrity - Job requires being honest and ethical.
? ? ? ? Begin Career Assessment	95%	Analytical Thinking - Job requires analyzing information and using logic to address work-related issues and problems.
? ? ? ? Begin Career Assessment	90%	Stress Tolerance - Job requires accepting criticism and dealing calmly and effectively with high-stress situations.
? ? ? ? Begin Career Assessment	89%	Achievement/Effort - Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks.
? ? ? ? Begin Career Assessment	88%	Persistence - Job requires persistence in the face of obstacles.
? ? ? ? Begin Career Assessment	88%	Dependability - Job requires being reliable, responsible, and dependable, and fulfilling obligations.
? ? ? ? Begin Career Assessment	87%	Initiative - Job requires a willingness to take on responsibilities and challenges.
? ? ? ? Begin Career Assessment	85%	Attention to Detail - Job requires being careful about detail and thorough in completing work tasks.
? ? ? ? Begin Career Assessment	79%	Cooperation - Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.
? ? ? ? Begin Career Assessment	77%	Self-Control - Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations.
? ? ? ? Begin Career Assessment	75%	Leadership - Job requires a willingness to lead, take charge, and offer opinions and direction.
? ? ? ? Begin Career Assessment	69%	Adaptability/Flexibility - Job requires being open to change (positive or negative) and to considerable variety in the workplace.
? ? ? ? Begin Career Assessment	68%	Independence - Job requires developing one's own ways of doing things, guiding oneself with little or no supervision, and depending on oneself to get things done.
? ? ? ? Begin Career Assessment	59%	Innovation - Job requires creativity and alternative thinking to develop new ideas for and answers to work-related problems.
? ? ? ? Begin Career Assessment	52%	Social Orientation - Job requires preferring to work with others rather than alone, and being personally connected with others on the job.
? ? ? ? Begin Career Assessment	51%	Concern for Others - Job requires being sensitive to others' needs and feelings and being understanding and helpful on the job.

Your Assessment Results		IMPORTANT STRENGTHS Importance


? ? ? ? Begin Career Assessment		100%	Enterprising - Work involves managing, negotiating, marketing, or selling, typically in a business setting, or leading or advising people in political and legal situations. Enterprising occupations are often associated with business initiatives, sales, marketing/advertising, finance, management/administration, professional advising, public speaking, politics, or law.
? ? ? ? Begin Career Assessment		61%	Conventional - Work involves following procedures and regulations to organize information or data, typically in a business setting. Conventional occupations are often associated with office work, accounting, mathematics/statistics, information technology, finance, or human resources.

Your Assessment Results		WORK VALUES Importance


? ? ? ? Begin Career Assessment	83%	Achievement - Occupations that satisfy this work value are results oriented and allow employees to use their strongest abilities, giving them a feeling of accomplishment. Corresponding needs are Ability Utilization and Achievement.
? ? ? ? Begin Career Assessment	78%	Recognition - Occupations that satisfy this work value offer advancement, potential for leadership, and are often considered prestigious. Corresponding needs are Advancement, Authority, Recognition and Social Status.
? ? ? ? Begin Career Assessment	72%	Working Conditions - Occupations that satisfy this work value offer job security and good working conditions. Corresponding needs are Activity, Compensation, Independence, Security, Variety and Working Conditions.
? ? ? ? Begin Career Assessment	72%	Independence - Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.
? ? ? ? Begin Career Assessment	67%	Relationships - Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service.
? ? ? ? Begin Career Assessment	56%	Support - Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical.

APTITUDES

KEY:

Strength

Caution

Warning

Your Assessment Results		ABILITIES \| SKILLS Importance


? ? ? ? Begin Career Assessment	78%	Deductive Reasoning - The ability to apply general rules to specific problems to produce answers that make sense.
? ? ? ? Begin Career Assessment	75%	Oral Comprehension - The ability to listen to and understand information and ideas presented through spoken words and sentences.
? ? ? ? Begin Career Assessment	75%	Written Comprehension - The ability to read and understand information and ideas presented in writing.
? ? ? ? Begin Career Assessment	75%	Oral Expression - The ability to communicate information and ideas in speaking so others will understand.
? ? ? ? Begin Career Assessment	72%	Inductive Reasoning - The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
? ? ? ? Begin Career Assessment	72%	Information Ordering - The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).
? ? ? ? Begin Career Assessment	72%	Mathematical Reasoning - The ability to choose the right mathematical methods or formulas to solve a problem.
? ? ? ? Begin Career Assessment	69%	Written Expression - The ability to communicate information and ideas in writing so others will understand.
? ? ? ? Begin Career Assessment	69%	Problem Sensitivity - The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing that there is a problem.
? ? ? ? Begin Career Assessment	69%	Speech Clarity - The ability to speak clearly so others can understand you.
? ? ? ? Begin Career Assessment	66%	Number Facility - The ability to add, subtract, multiply, or divide quickly and correctly.
? ? ? ? Begin Career Assessment	66%	Near Vision - The ability to see details at close range (within a few feet of the observer).
? ? ? ? Begin Career Assessment	63%	Speech Recognition - The ability to identify and understand the speech of another person.
? ? ? ? Begin Career Assessment	61%	Reading Comprehension - Understanding written sentences and paragraphs in work-related documents.
? ? ? ? Begin Career Assessment	61%	Judgment and Decision Making - Considering the relative costs and benefits of potential actions to choose the most appropriate one.
? ? ? ? Begin Career Assessment	60%	Fluency of Ideas - The ability to come up with a number of ideas about a topic (the number of ideas is important, not their quality, correctness, or creativity).
? ? ? ? Begin Career Assessment	60%	Originality - The ability to come up with unusual or clever ideas about a given topic or situation, or to develop creative ways to solve a problem.
? ? ? ? Begin Career Assessment	60%	Category Flexibility - The ability to generate or use different sets of rules for combining or grouping things in different ways.
? ? ? ? Begin Career Assessment	60%	Flexibility of Closure - The ability to identify or detect a known pattern (a figure, object, word, or sound) that is hidden in other distracting material.
? ? ? ? Begin Career Assessment	59%	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.
? ? ? ? Begin Career Assessment	59%	Speaking - Talking to others to convey information effectively.
? ? ? ? Begin Career Assessment	57%	Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
? ? ? ? Begin Career Assessment	57%	Monitoring - Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
? ? ? ? Begin Career Assessment	55%	Writing - Communicating effectively in writing as appropriate for the needs of the audience.
? ? ? ? Begin Career Assessment	55%	Active Learning - Understanding the implications of new information for both current and future problem-solving and decision-making.
? ? ? ? Begin Career Assessment	55%	Complex Problem Solving - Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
? ? ? ? Begin Career Assessment	55%	Time Management - Managing one's own time and the time of others.
? ? ? ? Begin Career Assessment	54%	Systems Analysis - Determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes.
? ? ? ? Begin Career Assessment	54%	Systems Evaluation - Identifying measures or indicators of system performance and the actions needed to improve or correct performance, relative to the goals of the system.
? ? ? ? Begin Career Assessment	53%	Selective Attention - The ability to concentrate on a task over a period of time without being distracted.
? ? ? ? Begin Career Assessment	52%	Mathematics - Using mathematics to solve problems.

Your Assessment Results		TASKS \| ACTIVITIES Importance


? ? ? ? Begin Career Assessment	96%	Getting Information - Observing, receiving, and otherwise obtaining information from all relevant sources.
? ? ? ? Begin Career Assessment	94%	Analyzing Data or Information - Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.
? ? ? ? Begin Career Assessment	87%	Making Decisions and Solving Problems - Analyzing information and evaluating results to choose the best solution and solve problems.
? ? ? ? Begin Career Assessment	86%	Processing Information - Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
? ? ? ? Begin Career Assessment	86%	Working with Computers - Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
? ? ? ? Begin Career Assessment	85%	Identifying Objects, Actions, and Events - Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.
? ? ? ? Begin Career Assessment	80%	Communicating with Supervisors, Peers, or Subordinates - Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.
? ? ? ? Begin Career Assessment	76%	Communicating with People Outside the Organization - Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.
? ? ? ? Begin Career Assessment	75%	Organizing, Planning, and Prioritizing Work - Developing specific goals and plans to prioritize, organize, and accomplish your work.
? ? ? ? Begin Career Assessment	74%	Updating and Using Relevant Knowledge - Keeping up-to-date technically and applying new knowledge to your job.
? ? ? ? Begin Career Assessment	69%	Estimating the Quantifiable Characteristics of Products, Events, or Information - Estimating sizes, distances, and quantities; or determining time, costs, resources, or materials needed to perform a work activity.
? ? ? ? Begin Career Assessment	68%	Interpreting the Meaning of Information for Others - Translating or explaining what information means and how it can be used.
? ? ? ? Begin Career Assessment	68%	Establishing and Maintaining Interpersonal Relationships - Developing constructive and cooperative working relationships with others, and maintaining them over time.
? ? ? ? Begin Career Assessment	68%	Thinking Creatively - Developing, designing, or creating new applications, ideas, relationships, systems, or products, including artistic contributions.
? ? ? ? Begin Career Assessment	67%	Judging the Qualities of Objects, Services, or People - Assessing the value, importance, or quality of things or people.
? ? ? ? Begin Career Assessment	65%	Developing Objectives and Strategies - Establishing long-range objectives and specifying the strategies and actions to achieve them.
? ? ? ? Begin Career Assessment	62%	Evaluating Information to Determine Compliance with Standards - Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.
? ? ? ? Begin Career Assessment	57%	Documenting/Recording Information - Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.
? ? ? ? Begin Career Assessment	53%	Developing and Building Teams - Encouraging and building mutual trust, respect, and cooperation among team members.
? ? ? ? Begin Career Assessment	53%	Selling or Influencing Others - Convincing others to buy merchandise/goods or to otherwise change their minds or actions.
? ? ? ? Begin Career Assessment	53%	Training and Teaching Others - Identifying the educational needs of others, developing formal educational or training programs or classes, and teaching or instructing others.
? ? ? ? Begin Career Assessment	52%	Coaching and Developing Others - Identifying the developmental needs of others and coaching, mentoring, or otherwise helping others to improve their knowledge or skills.

Your Assessment Results		CONTEXT \| ATTRIBUTES Importance


? ? ? ? Begin Career Assessment	100%	Electronic Mail - How often do you use electronic mail in this job?
? ? ? ? Begin Career Assessment	98%	Telephone - How often do you have telephone conversations in this job?
? ? ? ? Begin Career Assessment	94%	Face-to-Face Discussions - How often do you have to have face-to-face discussions with individuals or teams in this job?
? ? ? ? Begin Career Assessment	94%	Spend Time Sitting - How much does this job require sitting?
? ? ? ? Begin Career Assessment	91%	Indoors, Environmentally Controlled - How often does this job require working indoors in environmentally controlled conditions?
? ? ? ? Begin Career Assessment	89%	Level of Competition - To what extent does this job require the worker to compete or to be aware of competitive pressures?
? ? ? ? Begin Career Assessment	88%	Freedom to Make Decisions - How much decision making freedom, without supervision, does the job offer?
? ? ? ? Begin Career Assessment	88%	Structured versus Unstructured Work - To what extent is this job structured for the worker, rather than allowing the worker to determine tasks, priorities, and goals?
? ? ? ? Begin Career Assessment	87%	Frequency of Decision Making - How frequently is the worker required to make decisions that affect other people, the financial resources, and/or the image and reputation of the organization?
? ? ? ? Begin Career Assessment	84%	Impact of Decisions on Co-workers or Company Results - What results do your decisions usually have on other people or the image or reputation or financial resources of your employer?
? ? ? ? Begin Career Assessment	81%	Importance of Being Exact or Accurate - How important is being very exact or highly accurate in performing this job?
? ? ? ? Begin Career Assessment	81%	Contact With Others - How much does this job require the worker to be in contact with others (face-to-face, by telephone, or otherwise) in order to perform it?
? ? ? ? Begin Career Assessment	75%	Time Pressure - How often does this job require the worker to meet strict deadlines?
? ? ? ? Begin Career Assessment	75%	Work With Work Group or Team - How important is it to work with others in a group or team in this job?
? ? ? ? Begin Career Assessment	69%	Consequence of Error - How serious would the result usually be if the worker made a mistake that was not readily correctable?
? ? ? ? Begin Career Assessment	67%	Responsibility for Outcomes and Results - How responsible is the worker for work outcomes and results of other workers?
? ? ? ? Begin Career Assessment	61%	Coordinate or Lead Others - How important is it to coordinate or lead others in accomplishing work activities in this job?
? ? ? ? Begin Career Assessment	60%	Letters and Memos - How often does the job require written letters and memos?
? ? ? ? Begin Career Assessment	56%	Deal With External Customers - How important is it to work with external customers or the public in this job?
? ? ? ? Begin Career Assessment	94%	Duration of Typical Work Week - Number of hours typically worked in one week.