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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

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

    Skills

    • Time Management

      Managing your time and the time of other people.

    • Management of Personnel Resources

      Selecting and managing the best workers for a job.

    • Writing

      Writing things for co-workers or customers.

    • Active Listening

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

    • Instructing

      Teaching people how to do something.

    • Service Orientation

      Looking for ways to help people.

    • Programming

      Writing computer programs.

    • Quality Control Analysis

      Testing how well a product or service works.

    • Systems Analysis

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

    • Mathematics

      Using math to solve problems.

    • Monitoring

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

    • Equipment Selection

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

    • Operations Monitoring

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

    • Active Learning

      Figuring out how to use new ideas or things.

    • Judgment and Decision Making

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

    • Management of Financial Resources

      Making spending decisions and keeping track of what is spent.

    • Critical Thinking

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

    • Persuasion

      Talking people into changing their minds or their behavior.

    • Complex Problem Solving

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

    • Technology Design

      Making equipment and technology useful for customers.

    • Installation

      Installing equipment, machines, wiring, or computer programs.

    • Equipment Maintenance

      Planning and doing the basic maintenance on equipment.

    • Management of Material Resources

      Managing equipment and materials.

    • Speaking

      Talking to others.

    • Coordination

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

    • Negotiation

      Bringing people together to solve differences.

    • Systems Evaluation

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

    • Reading Comprehension

      Reading work-related information.

    • Operations Analysis

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

    • Operation and Control

      Using equipment or systems.

    • Learning Strategies

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

    • Troubleshooting

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

    • Repairing

      Repairing machines or systems using the right tools.

    • Science

      Using scientific rules and strategies to solve problems.

    • Social Perceptiveness

      Understanding people's reactions.

    WorkKeys®

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

    Abilities

    • Hearing Sensitivity

      Telling the difference between sounds.

    • Extent Flexibility

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

    • Auditory Attention

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

    • Written Comprehension

      Reading and understanding what is written.

    • Written Expression

      Communicating by writing.

    • Mathematical Reasoning

      Choosing the right type of math to solve a problem.

    • Visualization

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

    • Control Precision

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

    • Multilimb Coordination

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

    • Response Orientation

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

    • Wrist-Finger Speed

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

    • Speed of Limb Movement

      Quickly moving your arms and legs.

    • Static Strength

      Lifting, pushing, pulling, or carrying.

    • Explosive Strength

      Jumping, sprinting, or throwing something.

    • Trunk Strength

      Using your lower back and stomach.

    • Far Vision

      Seeing details that are far away.

    • Visual Color Discrimination

      Noticing the difference between colors, including shades and brightness.

    • Peripheral Vision

      Seeing something to your side when your are looking ahead.

    • Gross Body Equilibrium

      Keeping your balance or staying upright.

    • Depth Perception

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

    • Oral Expression

      Communicating by speaking.

    • Fluency of Ideas

      Coming up with lots of ideas.

    • Oral Comprehension

      Listening and understanding what people say.

    • Inductive Reasoning

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

    • Dynamic Flexibility

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

    • Information Ordering

      Ordering or arranging things.

    • Speed of Closure

      Quickly knowing what you are looking at.

    • Arm-Hand Steadiness

      Keeping your arm or hand steady.

    • Finger Dexterity

      Putting together small parts with your fingers.

    • Reaction Time

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

    • Dynamic Strength

      Exercising for a long time without your muscles getting tired.

    • Speech Recognition

      Recognizing spoken words.

    • Gross Body Coordination

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

    • Number Facility

      Adding, subtracting, multiplying, or dividing.

    • Memorization

      Remembering words, numbers, pictures, or steps.

    • Flexibility of Closure

      Seeing hidden patterns.

    • Perceptual Speed

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

    • Spatial Orientation

      Knowing where things are around you.

    • Selective Attention

      Paying attention to something without being distracted.

    • Time Sharing

      Doing two or more things at the same time.

    • Manual Dexterity

      Holding or moving items with your hands.

    • Rate Control

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

    • Stamina

      Exercising for a long time without getting out of breath.

    • Speech Clarity

      Speaking clearly.

    • Near Vision

      Seeing details up close.

    • Night Vision

      Seeing at night or under low light.

    • Sound Localization

      Noticing the direction that a sound came from.

    • Category Flexibility

      Grouping things in different ways.

    • Originality

      Creating new and original ideas.

    • Glare Sensitivity

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

    • Problem Sensitivity

      Noticing when problems happen.

    • Deductive Reasoning

      Using rules to solve problems.

    Knowledge

    • 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.

    • 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.

    • Biology

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

    • 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.

    • Fine Arts

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

    • English Language

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

    • 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.

    • 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.

    • Mechanical

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

    • Transportation

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

    • Production and Processing

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

    • 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.

    • Telecommunications

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

    • 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.

    • 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.

    • 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.

    • 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.

    • 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.

    • 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.

    • 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.

    • 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.

    • Design

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

    • 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.

    • History and Archeology

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

    • Mathematics

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

    • 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.

    • 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.

    Career Video

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    Pay

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

    Ohio Employment Trends

    • Currently Employed 26,150
    • Yearly Projected Openings 2080

    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

    Technology

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    Workforce Supply Tool

    Workforce Supply Tool

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