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Date: 03/03/2026

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.

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    Work Activities

    Work Activities

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

    Skills

    • Judgment and Decision Making

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

    • Operations Monitoring

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

    • Persuasion

      Talking people into changing their minds or their behavior.

    • Equipment Selection

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

    • Coordination

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

    • Technology Design

      Making equipment and technology useful for customers.

    • Management of Material Resources

      Managing equipment and materials.

    • Writing

      Writing things for co-workers or customers.

    • Negotiation

      Bringing people together to solve differences.

    • Repairing

      Repairing machines or systems using the right tools.

    • Reading Comprehension

      Reading work-related information.

    • Active Learning

      Figuring out how to use new ideas or things.

    • Programming

      Writing computer programs.

    • Speaking

      Talking to others.

    • Social Perceptiveness

      Understanding people's reactions.

    • Systems Evaluation

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

    • Systems Analysis

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

    • Monitoring

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

    • Complex Problem Solving

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

    • Management of Financial Resources

      Making spending decisions and keeping track of what is spent.

    • Management of Personnel Resources

      Selecting and managing the best workers for a job.

    • Critical Thinking

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

    • Equipment Maintenance

      Planning and doing the basic maintenance on equipment.

    • 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.

    • Active Listening

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

    • Learning Strategies

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

    • Service Orientation

      Looking for ways to help people.

    • Operation and Control

      Using equipment or systems.

    • Science

      Using scientific rules and strategies to solve problems.

    • Instructing

      Teaching people how to do something.

    • Operations Analysis

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

    • Mathematics

      Using math to solve problems.

    • Time Management

      Managing your time and the time of other people.

    • Installation

      Installing equipment, machines, wiring, or computer programs.

    WorkKeys®

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

    Abilities

    • Glare Sensitivity

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

    • Trunk Strength

      Using your lower back and stomach.

    • Near Vision

      Seeing details up close.

    • Hearing Sensitivity

      Telling the difference between sounds.

    • Problem Sensitivity

      Noticing when problems happen.

    • Mathematical Reasoning

      Choosing the right type of math to solve a problem.

    • Fluency of Ideas

      Coming up with lots of ideas.

    • Multilimb Coordination

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

    • Far Vision

      Seeing details that are far away.

    • Gross Body Coordination

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

    • Dynamic Strength

      Exercising for a long time without your muscles getting tired.

    • Stamina

      Exercising for a long time without getting out of breath.

    • Visualization

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

    • Visual Color Discrimination

      Noticing the difference between colors, including shades and brightness.

    • Sound Localization

      Noticing the direction that a sound came from.

    • Auditory Attention

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

    • Dynamic Flexibility

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

    • Oral Expression

      Communicating by speaking.

    • Inductive Reasoning

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

    • Category Flexibility

      Grouping things in different ways.

    • Number Facility

      Adding, subtracting, multiplying, or dividing.

    • Memorization

      Remembering words, numbers, pictures, or steps.

    • Response Orientation

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

    • Finger Dexterity

      Putting together small parts with your fingers.

    • Speed of Closure

      Quickly knowing what you are looking at.

    • Manual Dexterity

      Holding or moving items with your hands.

    • Speed of Limb Movement

      Quickly moving your arms and legs.

    • Written Comprehension

      Reading and understanding what is written.

    • Selective Attention

      Paying attention to something without being distracted.

    • Rate Control

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

    • Arm-Hand Steadiness

      Keeping your arm or hand steady.

    • Control Precision

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

    • Speech Recognition

      Recognizing spoken words.

    • Speech Clarity

      Speaking clearly.

    • Gross Body Equilibrium

      Keeping your balance or staying upright.

    • Night Vision

      Seeing at night or under low light.

    • Extent Flexibility

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

    • Peripheral Vision

      Seeing something to your side when your are looking ahead.

    • Depth Perception

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

    • Originality

      Creating new and original ideas.

    • Oral Comprehension

      Listening and understanding what people say.

    • Deductive Reasoning

      Using rules to solve problems.

    • Information Ordering

      Ordering or arranging things.

    • Written Expression

      Communicating by writing.

    • Spatial Orientation

      Knowing where things are around you.

    • Wrist-Finger Speed

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

    • Flexibility of Closure

      Seeing hidden patterns.

    • Static Strength

      Lifting, pushing, pulling, or carrying.

    • Time Sharing

      Doing two or more things at the same time.

    • Reaction Time

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

    • Perceptual Speed

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

    • Explosive Strength

      Jumping, sprinting, or throwing something.

    Knowledge

    • Production and Processing

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

    • Mechanical

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

    • 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.

    • 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.

    • Transportation

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

    • Design

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

    • 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.

    • 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.

    • 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.

    • Fine Arts

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

    • 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.

    • Economics and Accounting

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

    • 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.

    • 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.

    • English Language

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

    • Biology

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

    • 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.

    • History and Archeology

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

    • Telecommunications

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

    • 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.

    • 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.

    • Law and Government

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

    • 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.

    • Sociology and Anthropology

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

    • 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.

    • 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.

    • 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.

    • 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.

    • Food Production

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

    • 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.

    • 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.

    • Mathematics

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

    Career Video

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    Pay

    • Ohio Annual Salary 133450/yr
    • Typical Salary
    • Ohio Hourly Wage 64.16/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:
    • Tolerance for Ambiguity
    • Self-Confidence
    • Leadership Orientation
    • Perseverance
    • Stress Tolerance
    • Self-Control

    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
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    Workforce Supply Tool

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