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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

    • Manage investment funds to maximize return on client investments.
    • 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.
    • 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.
    • 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.
    • Direct activities of accounting or operations departments.


    • 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.


    Applied Math
    Workplace Documents
    Graphic Literacy


    • 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.


    • 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.

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    Ohio Employment Trends

    • Currently Employed 20,760
    • Yearly Projected Openings 2,000

    Typical Education


    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


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    • Special purpose telephones
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    • Desktop computers


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    • Analytical or scientific software
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    • Bright Outlook occupations will grow rapidly in the next few years, have a large number of openings, or are new and emerging careers.
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    Workforce Supply Tool

    Workforce Supply Tool

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