Investment Fund Managers

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Job Outlook:
None
Education: Bachelor's degree
Salary
High: $203,720.00
Average: $166,050.00
Hourly
Average: $79.83

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.

On the job, you would:

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

Personality

A3 Your Strengths Importance

Characteristics of this Career

98% Integrity  -  Job requires being honest and ethical.
95% Analytical Thinking  -  Job requires analyzing information and using logic to address work-related issues and problems.
90% Stress Tolerance  -  Job requires accepting criticism and dealing calmly and effectively with high-stress situations.
89% Achievement/Effort  -  Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks.
88% Persistence  -  Job requires persistence in the face of obstacles.
88% Dependability  -  Job requires being reliable, responsible, and dependable, and fulfilling obligations.
87% Initiative  -  Job requires a willingness to take on responsibilities and challenges.
85% Attention to Detail  -  Job requires being careful about detail and thorough in completing work tasks.
79% Cooperation  -  Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.
76% Self-Control  -  Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations.
75% Leadership  -  Job requires a willingness to lead, take charge, and offer opinions and direction.
69% Adaptability/Flexibility  -  Job requires being open to change (positive or negative) and to considerable variety in the workplace.
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.
59% Innovation  -  Job requires creativity and alternative thinking to develop new ideas for and answers to work-related problems.
52% Social Orientation  -  Job requires preferring to work with others rather than alone, and being personally connected with others on the job.
51% Concern for Others  -  Job requires being sensitive to others' needs and feelings and being understanding and helpful on the job.
A3 Your Strengths Importance

Strengths

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.
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.
A3 Your Strengths Importance

Values of the Work Environment

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.
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.
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.
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.
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.
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.

Aptitude

A3 Your Strengths Importance

Abilities | Cognitive, Physical, Personality

78% Deductive Reasoning  -  The ability to apply general rules to specific problems to produce answers that make sense.
75% Written Comprehension  -  The ability to read and understand information and ideas presented in writing.
75% Oral Expression  -  The ability to communicate information and ideas in speaking so others will understand.
75% Oral Comprehension  -  The ability to listen to and understand information and ideas presented through spoken words and sentences.
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).
72% Inductive Reasoning  -  The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
72% Mathematical Reasoning  -  The ability to choose the right mathematical methods or formulas to solve a problem.
69% Speech Clarity  -  The ability to speak clearly so others can understand you.
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.
69% Written Expression  -  The ability to communicate information and ideas in writing so others will understand.
66% Number Facility  -  The ability to add, subtract, multiply, or divide quickly and correctly.
66% Near Vision  -  The ability to see details at close range (within a few feet of the observer).
63% Speech Recognition  -  The ability to identify and understand the speech of another person.
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).
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.
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.
60% Category Flexibility  -  The ability to generate or use different sets of rules for combining or grouping things in different ways.
53% Selective Attention  -  The ability to concentrate on a task over a period of time without being distracted.
A3 Your Strengths Importance

Skills | Cognitive, Physical, Personality

61% Judgment and Decision Making  -  Considering the relative costs and benefits of potential actions to choose the most appropriate one.
61% Reading Comprehension  -  Understanding written sentences and paragraphs in work-related documents.
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.
59% Speaking  -  Talking to others to convey information effectively.
57% Monitoring  -  Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
57% Critical Thinking  -  Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
55% Time Management  -  Managing one's own time and the time of others.
55% Writing  -  Communicating effectively in writing as appropriate for the needs of the audience.
55% Active Learning  -  Understanding the implications of new information for both current and future problem-solving and decision-making.
55% Complex Problem Solving  -  Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
54% Systems Analysis  -  Determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes.
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.
52% Mathematics  -  Using mathematics to solve problems.

Job Details

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.
Direct financial operations.
A3 Your Strengths Importance

Attributes & Percentage of Time Spent

100% Electronic Mail  -  How often do you use electronic mail in this job?
98% Telephone  -  How often do you have telephone conversations in this job?
94% Face-to-Face Discussions  -  How often do you have to have face-to-face discussions with individuals or teams in this job?
94% Spend Time Sitting  -  How much does this job require sitting?
91% Indoors, Environmentally Controlled  -  How often does this job require working indoors in environmentally controlled conditions?
89% Level of Competition  -  To what extent does this job require the worker to compete or to be aware of competitive pressures?
88% Freedom to Make Decisions  -  How much decision making freedom, without supervision, does the job offer?
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?
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?
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?
81% Importance of Being Exact or Accurate  -  How important is being very exact or highly accurate in performing this job?
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?
75% Time Pressure  -  How often does this job require the worker to meet strict deadlines?
75% Work With Work Group or Team  -  How important is it to work with others in a group or team in this job?
69% Consequence of Error  -  How serious would the result usually be if the worker made a mistake that was not readily correctable?
67% Responsibility for Outcomes and Results  -  How responsible is the worker for work outcomes and results of other workers?
61% Coordinate or Lead Others  -  How important is it to coordinate or lead others in accomplishing work activities in this job?
60% Letters and Memos  -  How often does the job require written letters and memos?
56% Deal With External Customers  -  How important is it to work with external customers or the public in this job?
94% Duration of Typical Work Week  -  Number of hours typically worked in one week.
A3 Your Strengths Importance

Tasks & Values

96% Getting Information  -  Observing, receiving, and otherwise obtaining information from all relevant sources.
94% Analyzing Data or Information  -  Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.
87% Making Decisions and Solving Problems  -  Analyzing information and evaluating results to choose the best solution and solve problems.
86% Processing Information  -  Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
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.
85% Identifying Objects, Actions, and Events  -  Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.
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.
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.
75% Organizing, Planning, and Prioritizing Work  -  Developing specific goals and plans to prioritize, organize, and accomplish your work.
74% Updating and Using Relevant Knowledge  -  Keeping up-to-date technically and applying new knowledge to your job.
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.
68% Interpreting the Meaning of Information for Others  -  Translating or explaining what information means and how it can be used.
68% Establishing and Maintaining Interpersonal Relationships  -  Developing constructive and cooperative working relationships with others, and maintaining them over time.
68% Thinking Creatively  -  Developing, designing, or creating new applications, ideas, relationships, systems, or products, including artistic contributions.
67% Judging the Qualities of Objects, Services, or People  -  Assessing the value, importance, or quality of things or people.
65% Developing Objectives and Strategies  -  Establishing long-range objectives and specifying the strategies and actions to achieve them.
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.
57% Documenting/Recording Information  -  Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.
53% Developing and Building Teams  -  Encouraging and building mutual trust, respect, and cooperation among team members.
53% Selling or Influencing Others  -  Convincing others to buy merchandise/goods or to otherwise change their minds or actions.
53% Training and Teaching Others  -  Identifying the educational needs of others, developing formal educational or training programs or classes, and teaching or instructing others.
52% Coaching and Developing Others  -  Identifying the developmental needs of others and coaching, mentoring, or otherwise helping others to improve their knowledge or skills.

Getting Started

Education:
63%
Master's Degree
33%
Bachelor's Degree

Information provided by CareerFitter, LLC and other sources.

Sections of this page includes information from the O*NET 27.3 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license.

CareerFitter, LLC has modified all or some of this information. USDOL/ETA has not approved, endorsed, or tested these modifications.