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Investment Fund Managers

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

    Work Activities
    • Manage investment funds to maximize return on client investments.
    • Select specific investments or investment mixes for purchase by an investment fund.
    • Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.
    • Select or direct the execution of trades.
    • Develop or implement fund investment policies or strategies.
    • 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.
    • Develop, implement, or monitor security valuation policies.
    • Meet with investors to determine investment goals or to discuss investment strategies.
    • Attend investment briefings or consult financial media to stay abreast of relevant investment markets.
    • Prepare for and respond to regulatory inquiries.
    • Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements.
    • 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.
    • Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities.
    • Verify regulatory compliance of transaction reporting.
    • Review offering documents or marketing materials to ensure regulatory compliance.
    • Develop or direct development of offering documents or marketing materials.
    • Identify group or individual target investors for a specific fund.
    • Direct activities of accounting or operations departments.
    Skills
    • 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.

    • Critical Thinking

      Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.

    • Reading Comprehension

      Understanding written sentences and paragraphs in work related documents.

    WorkKeys®
    Applied Math
    5
    Workplace Documents
    5
    Graphic Literacy
    5
    Abilities
    • Deductive Reasoning

      The ability to apply general rules to specific problems to produce answers that make sense.

    • Oral Comprehension

      The ability to listen to and understand information and ideas presented through spoken words and sentences.

    • Oral Expression

      The ability to communicate information and ideas in speaking so others will understand.

    Knowledge
    • Economics and Accounting

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

    • English Language

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

    • Mathematics

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

    Career Video
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    Pay
    • Ohio Annual Salary $97,600/yr
    • Typical Salary
    • Ohio Hourly Wage $46.92/hr
    • Typical Hourly Wage
    Ohio Employment Trends
    • Currently Employed 24,170
    • Yearly Projected Openings 1,930
    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
    • Teleconference equipment
    • Special purpose telephones
    • Personal computers
    • Notebook computers
    • Desktop computers
    Technology
    • Project management software
    • Financial analysis software
    • Enterprise resource planning ERP software
    • Data base user interface and query software
    • Analytical or scientific software
    Tags
    • InDemand occupations are considered a priority by the state of Ohio.