An official State of Ohio site. Here’s how you know
Live Chat
Contact

Welcome,
New User

User: New User

Date: 02/12/2025

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.

View All

    Work Activities

    Work Activities

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

    Skills

    • Writing

      Writing things for co-workers or customers.

    • Systems Evaluation

      Measuring how well a system is working and how to improve it.

    • Time Management

      Managing your time and the time of other people.

    • Instructing

      Teaching people how to do something.

    • Operations Monitoring

      Watching gauges, dials, or display screens to make sure a machine is working.

    • Management of Material Resources

      Managing equipment and materials.

    • Speaking

      Talking to others.

    • Complex Problem Solving

      Noticing a problem and figuring out the best way to solve it.

    • Monitoring

      Keeping track of how well people and/or groups are doing in order to make improvements.

    • Judgment and Decision Making

      Thinking about the pros and cons of different options and picking the best one.

    • Critical Thinking

      Thinking about the pros and cons of different ways to solve a problem.

    • Operation and Control

      Using equipment or systems.

    • Reading Comprehension

      Reading work-related information.

    • Active Listening

      Listening to others, not interrupting, and asking good questions.

    • Science

      Using scientific rules and strategies to solve problems.

    • Coordination

      Changing what is done based on other people's actions.

    • Operations Analysis

      Figuring out what a product or service needs to be able to do.

    • Social Perceptiveness

      Understanding people's reactions.

    • Systems Analysis

      Figuring out how a system should work and how changes in the future will affect it.

    • Equipment Selection

      Deciding what kind of tools and equipment are needed to do a job.

    • Negotiation

      Bringing people together to solve differences.

    • Service Orientation

      Looking for ways to help people.

    • Quality Control Analysis

      Testing how well a product or service works.

    • Troubleshooting

      Figuring out what is causing equipment, machines, wiring, or computer programs to not work.

    • Learning Strategies

      Using the best training or teaching strategies for learning new things.

    • Technology Design

      Making equipment and technology useful for customers.

    • Equipment Maintenance

      Planning and doing the basic maintenance on equipment.

    • Management of Personnel Resources

      Selecting and managing the best workers for a job.

    • Mathematics

      Using math to solve problems.

    • Repairing

      Repairing machines or systems using the right tools.

    • Management of Financial Resources

      Making spending decisions and keeping track of what is spent.

    • Persuasion

      Talking people into changing their minds or their behavior.

    • Active Learning

      Figuring out how to use new ideas or things.

    • Installation

      Installing equipment, machines, wiring, or computer programs.

    • Programming

      Writing computer programs.

    WorkKeys®

    Applied Math
    N/A
    Workplace Documents
    N/A
    Graphic Literacy
    N/A

    Abilities

    • Night Vision

      Seeing at night or under low light.

    • Response Orientation

      Quickly deciding if you should move your hand, foot, or other body part.

    • Selective Attention

      Paying attention to something without being distracted.

    • Arm-Hand Steadiness

      Keeping your arm or hand steady.

    • Finger Dexterity

      Putting together small parts with your fingers.

    • Memorization

      Remembering words, numbers, pictures, or steps.

    • Written Expression

      Communicating by writing.

    • Inductive Reasoning

      Making general rules or coming up with answers from lots of detailed information.

    • Near Vision

      Seeing details up close.

    • Speed of Closure

      Quickly knowing what you are looking at.

    • Reaction Time

      Quickly moving your hand, finger, or foot based on a sound, light, picture or other command.

    • Mathematical Reasoning

      Choosing the right type of math to solve a problem.

    • Rate Control

      Changing when and how fast you move based on how something else is moving.

    • Problem Sensitivity

      Noticing when problems happen.

    • Manual Dexterity

      Holding or moving items with your hands.

    • Fluency of Ideas

      Coming up with lots of ideas.

    • Dynamic Flexibility

      Quickly and repeatedly bending, stretching, twisting, or reaching out with your body, arms, and/or legs.

    • Visual Color Discrimination

      Noticing the difference between colors, including shades and brightness.

    • Originality

      Creating new and original ideas.

    • Visualization

      Imagining how something will look after it is moved around or changed.

    • Oral Expression

      Communicating by speaking.

    • Deductive Reasoning

      Using rules to solve problems.

    • Written Comprehension

      Reading and understanding what is written.

    • Depth Perception

      Deciding which thing is closer or farther away from you, or deciding how far away it is from you.

    • Category Flexibility

      Grouping things in different ways.

    • Spatial Orientation

      Knowing where things are around you.

    • Far Vision

      Seeing details that are far away.

    • Glare Sensitivity

      Seeing something even if there is a glare or very bright light.

    • Information Ordering

      Ordering or arranging things.

    • Speech Clarity

      Speaking clearly.

    • Peripheral Vision

      Seeing something to your side when your are looking ahead.

    • Static Strength

      Lifting, pushing, pulling, or carrying.

    • Dynamic Strength

      Exercising for a long time without your muscles getting tired.

    • Control Precision

      Quickly changing the controls of a machine, car, truck or boat.

    • Gross Body Coordination

      Moving your arms, legs, and mid-section together while your whole body is moving.

    • Speed of Limb Movement

      Quickly moving your arms and legs.

    • Explosive Strength

      Jumping, sprinting, or throwing something.

    • Trunk Strength

      Using your lower back and stomach.

    • Gross Body Equilibrium

      Keeping your balance or staying upright.

    • Oral Comprehension

      Listening and understanding what people say.

    • Multilimb Coordination

      Using your arms and/or legs together while sitting, standing, or lying down.

    • Extent Flexibility

      Bending, stretching, twisting, or reaching with your body, arms, and/or legs.

    • Flexibility of Closure

      Seeing hidden patterns.

    • Wrist-Finger Speed

      Making fast, simple, repeated movements of your fingers, hands, and wrists.

    • Hearing Sensitivity

      Telling the difference between sounds.

    • Number Facility

      Adding, subtracting, multiplying, or dividing.

    • Auditory Attention

      Paying attention to one sound while there are other distracting sounds.

    • Sound Localization

      Noticing the direction that a sound came from.

    • Speech Recognition

      Recognizing spoken words.

    • Perceptual Speed

      Quickly comparing groups of letters, numbers, pictures, or other things.

    • Stamina

      Exercising for a long time without getting out of breath.

    • Time Sharing

      Doing two or more things at the same time.

    Knowledge

    • Law and Government

      Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.

    • Personnel and Human Resources

      Knowledge of principles and procedures for personnel recruitment, selection, training, compensation and benefits, labor relations and negotiation, and personnel information systems.

    • Building and Construction

      Knowledge of materials, methods, and the tools involved in the construction or repair of houses, buildings, or other structures such as highways and roads.

    • Transportation

      Knowledge of principles and methods for moving people or goods by air, rail, sea, or road, including the relative costs and benefits.

    • Food Production

      Knowledge of techniques and equipment for planting, growing, and harvesting food products (both plant and animal) for consumption, including storage/handling techniques.

    • Administrative

      Knowledge of administrative and office procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and workplace terminology.

    • Foreign Language

      Knowledge of the structure and content of a foreign (non-English) language including the meaning and spelling of words, rules of composition and grammar, and pronunciation.

    • 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.

    • Geography

      Knowledge of principles and methods for describing the features of land, sea, and air masses, including their physical characteristics, locations, interrelationships, and distribution of plant, animal, and human life.

    • Medicine and Dentistry

      Knowledge of the information and techniques needed to diagnose and treat human injuries, diseases, and deformities. This includes symptoms, treatment alternatives, drug properties and interactions, and preventive health-care measures.

    • Public Safety and Security

      Knowledge of relevant equipment, policies, procedures, and strategies to promote effective local, state, or national security operations for the protection of people, data, property, and institutions.

    • Chemistry

      Knowledge of the chemical composition, structure, and properties of substances and of the chemical processes and transformations that they undergo. This includes uses of chemicals and their interactions, danger signs, production techniques, and disposal methods.

    • Fine Arts

      Knowledge of the theory and techniques required to compose, produce, and perform works of music, dance, visual arts, drama, and sculpture.

    • Sociology and Anthropology

      Knowledge of group behavior and dynamics, societal trends and influences, human migrations, ethnicity, cultures, and their history and origins.

    • 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.

    • Sales and Marketing

      Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.

    • Therapy and Counseling

      Knowledge of principles, methods, and procedures for diagnosis, treatment, and rehabilitation of physical and mental dysfunctions, and for career counseling and guidance.

    • Mechanical

      Knowledge of machines and tools, including their designs, uses, repair, and maintenance.

    • Biology

      Knowledge of plant and animal organisms, their tissues, cells, functions, interdependencies, and interactions with each other and the environment.

    • Philosophy and Theology

      Knowledge of different philosophical systems and religions. This includes their basic principles, values, ethics, ways of thinking, customs, practices, and their impact on human culture.

    • Communications and Media

      Knowledge of media production, communication, and dissemination techniques and methods. This includes alternative ways to inform and entertain via written, oral, and visual media.

    • Economics and Accounting

      Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.

    • Engineering and Technology

      Knowledge of the practical application of engineering science and technology. This includes applying principles, techniques, procedures, and equipment to the design and production of various goods and services.

    • Design

      Knowledge of design techniques, tools, and principles involved in production of precision technical plans, blueprints, drawings, and models.

    • Education and Training

      Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects.

    • Computers and Electronics

      Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.

    • Physics

      Knowledge and prediction of physical principles, laws, their interrelationships, and applications to understanding fluid, material, and atmospheric dynamics, and mechanical, electrical, atomic and sub-atomic structures and processes.

    • Psychology

      Knowledge of human behavior and performance; individual differences in ability, personality, and interests; learning and motivation; psychological research methods; and the assessment and treatment of behavioral and affective disorders.

    • Production and Processing

      Knowledge of raw materials, production processes, quality control, costs, and other techniques for maximizing the effective manufacture and distribution of goods.

    • Mathematics

      Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.

    • Telecommunications

      Knowledge of transmission, broadcasting, switching, control, and operation of telecommunications systems.

    • English Language

      Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

    • History and Archeology

      Knowledge of historical events and their causes, indicators, and effects on civilizations and cultures.

    Career Video

    Video not available
    Additional videos and more information available on CareerOneStop

    Pay

    • Ohio Annual Salary 131610/yr
    • Typical Salary
    • Ohio Hourly Wage 63.27/hr
    • Typical Hourly Wage

    Ohio Employment Trends

    • Currently Employed 30,720
    • Yearly Projected Openings 2320

    Typical Education

    Personality

    Enterprising: People interested in this work like activities that include leading, making decisions, and business.They do well at jobs that need:
    • Integrity
    • Analytical Thinking
    • Stress Tolerance
    • Achievement/Effort
    • Dependability
    • Persistence

    Tools

    • Desktop computers
    • Notebook computers
    • Personal computers
    • Special purpose telephones
    • Teleconference equipment
    • Videoconferencing systems

    Technology

    • Accounting software
    • Analytical or scientific software
    • Business intelligence and data analysis software
    • Computer aided design CAD software
    • Data base user interface and query software
    • Document management software
    • Electronic mail software
    • Enterprise resource planning ERP software
    • Financial analysis software
    • Internet browser software
    • Map creation software
    • Office suite software
    • Presentation software
    • Process mapping and design software
    • Project management software
    • Spreadsheet software
    • Word processing software

    Budget Calculator

    Answer a few questions to determine your target salary. Use this target salary to help choose the right occupation for you.

    Lifestyle Calculator

    Answer a few questions to determine your target salary. Use this target salary to help choose the right occupation for you.

    Workforce Supply Tool

    Workforce Supply Tool

    The Workforce Supply Tool provides statistics for the occupations in highest demand throughout Ohio.

    You can view statewide statistics as well as more region specific information.

    Visit Site
    Powered By: