Investment Fund Manager Plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.
Investment Fund Manager is Also Know as
In different settings, Investment Fund Manager is titled as
- Fixed Income Portfolio Manager
- Fixed Income Vice President (Fixed Income VP)
- Investment Analysis Vice President (Investment Analysis VP)
- Portfolio Manager
Education and Training of Investment Fund Manager
Investment Fund Manager is categorized in Job Zone Five: Extensive Preparation Needed
Experience Required for Investment Fund Manager
Extensive skill, knowledge, and experience are needed for these occupations. Many require more than five years of experience. For example, surgeons must complete four years of college and an additional five to seven years of specialized medical training to be able to do their job.
Education Required for Investment Fund Manager
Most of these occupations require graduate school. For example, they may require a master's degree, and some require a Ph.D., M.D., or J.D. (law degree).
Degrees Related to Investment Fund Manager
- Bachelor in Accounting and Computer Science
- Associate Degree Courses in Accounting and Computer Science
- Masters Degree Courses in Accounting and Computer Science
- Bachelor in Financial Analytics
- Associate Degree Courses in Financial Analytics
- Masters Degree Courses in Financial Analytics
- Bachelor in Risk Management
- Associate Degree Courses in Risk Management
- Masters Degree Courses in Risk Management
- Bachelor in Accounting and Finance
- Associate Degree Courses in Accounting and Finance
- Masters Degree Courses in Accounting and Finance
- Bachelor in Accounting and Business/Management
- Associate Degree Courses in Accounting and Business/Management
- Masters Degree Courses in Accounting and Business/Management
- Bachelor in Finance, General
- Associate Degree Courses in Finance, General
- Masters Degree Courses in Finance, General
Training Required for Investment Fund Manager
Employees may need some on-the-job training, but most of these occupations assume that the person will already have the required skills, knowledge, work-related experience, and/or training.
Related Ocuupations
Some Ocuupations related to Investment Fund Manager in different industries are
- Financial and Investment Analysts
- Financial Risk Specialists
- Personal Financial Advisors
- Securities, Commodities, and Financial Services Sales Agents
- Financial Managers
- Financial Examiners
- Credit Analysts
- Financial Quantitative Analysts
- Fundraising Managers
- Treasurers and Controllers
- Accountants and Auditors
- Brokerage Clerks
- Business Intelligence Analysts
- Loan Officers
- Actuaries
- Economists
- Compensation, Benefits, and Job Analysis Specialists
- Budget Analysts
- Management Analysts
- Tax Preparers
What Do Investment Fund Manager do?
- Prepare for and respond to regulatory inquiries.
- Verify regulatory compliance of transaction reporting.
- Hire or evaluate staff.
- Direct activities of accounting or operations departments.
- Develop, implement, or monitor security valuation policies.
- Attend investment briefings or consult financial media to stay abreast of relevant investment markets.
- Review offering documents or marketing materials to ensure regulatory compliance.
- 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.
- Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.
- Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities.
- Meet with investors to determine investment goals or to discuss investment strategies.
- Identify group or individual target investors for a specific fund.
- Develop or direct development of offering documents or marketing materials.
- Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential.
- Develop or implement fund investment policies or strategies.
- Select or direct the execution of trades.
- Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements.
- Manage investment funds to maximize return on client investments.
- Select specific investments or investment mixes for purchase by an investment fund.
Qualities of Good Investment Fund Manager
- Deductive Reasoning: The ability to apply general rules to specific problems to produce answers that make sense.
- Written Comprehension: The ability to read and understand information and ideas presented in writing.
- Oral Expression: The ability to communicate information and ideas in speaking so others will understand.
- Oral Comprehension: The ability to listen to and understand information and ideas presented through spoken words and sentences.
- Mathematical Reasoning: The ability to choose the right mathematical methods or formulas to solve a problem.
- Information Ordering: The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).
- Inductive Reasoning: The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
- Speech Clarity: The ability to speak clearly so others can understand you.
- Problem Sensitivity: The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing that there is a problem.
- Written Expression: The ability to communicate information and ideas in writing so others will understand.
- Number Facility: The ability to add, subtract, multiply, or divide quickly and correctly.
- Near Vision: The ability to see details at close range (within a few feet of the observer).
- Speech Recognition: The ability to identify and understand the speech of another person.
- Originality: The ability to come up with unusual or clever ideas about a given topic or situation, or to develop creative ways to solve a problem.
- Flexibility of Closure: The ability to identify or detect a known pattern (a figure, object, word, or sound) that is hidden in other distracting material.
- Category Flexibility: The ability to generate or use different sets of rules for combining or grouping things in different ways.
- Fluency of Ideas: The ability to come up with a number of ideas about a topic (the number of ideas is important, not their quality, correctness, or creativity).
- Selective Attention: The ability to concentrate on a task over a period of time without being distracted.
- Perceptual Speed: The ability to quickly and accurately compare similarities and differences among sets of letters, numbers, objects, pictures, or patterns. The things to be compared may be presented at the same time or one after the other. This ability also includes comparing a presented object with a remembered object.
- Speed of Closure: The ability to quickly make sense of, combine, and organize information into meaningful patterns.
- Far Vision: The ability to see details at a distance.
- Memorization: The ability to remember information such as words, numbers, pictures, and procedures.
- Time Sharing: The ability to shift back and forth between two or more activities or sources of information (such as speech, sounds, touch, or other sources).
- Visualization: The ability to imagine how something will look after it is moved around or when its parts are moved or rearranged.
- Finger Dexterity: The ability to make precisely coordinated movements of the fingers of one or both hands to grasp, manipulate, or assemble very small objects.
- Auditory Attention: The ability to focus on a single source of sound in the presence of other distracting sounds.
- Visual Color Discrimination: The ability to match or detect differences between colors, including shades of color and brightness.
- Hearing Sensitivity: The ability to detect or tell the differences between sounds that vary in pitch and loudness.
- Depth Perception: The ability to judge which of several objects is closer or farther away from you, or to judge the distance between you and an object.
- Dynamic Flexibility: The ability to quickly and repeatedly bend, stretch, twist, or reach out with your body, arms, and/or legs.
- Spatial Orientation: The ability to know your location in relation to the environment or to know where other objects are in relation to you.
- Sound Localization: The ability to tell the direction from which a sound originated.
- Glare Sensitivity: The ability to see objects in the presence of a glare or bright lighting.
- Peripheral Vision: The ability to see objects or movement of objects to one's side when the eyes are looking ahead.
- Night Vision: The ability to see under low-light conditions.
- Arm-Hand Steadiness: The ability to keep your hand and arm steady while moving your arm or while holding your arm and hand in one position.
- Manual Dexterity: The ability to quickly move your hand, your hand together with your arm, or your two hands to grasp, manipulate, or assemble objects.
- Gross Body Equilibrium: The ability to keep or regain your body balance or stay upright when in an unstable position.
- Gross Body Coordination: The ability to coordinate the movement of your arms, legs, and torso together when the whole body is in motion.
- Extent Flexibility: The ability to bend, stretch, twist, or reach with your body, arms, and/or legs.
- Stamina: The ability to exert yourself physically over long periods of time without getting winded or out of breath.
- Trunk Strength: The ability to use your abdominal and lower back muscles to support part of the body repeatedly or continuously over time without "giving out" or fatiguing.
- Dynamic Strength: The ability to exert muscle force repeatedly or continuously over time. This involves muscular endurance and resistance to muscle fatigue.
- Explosive Strength: The ability to use short bursts of muscle force to propel oneself (as in jumping or sprinting), or to throw an object.
- Static Strength: The ability to exert maximum muscle force to lift, push, pull, or carry objects.
- Speed of Limb Movement: The ability to quickly move the arms and legs.
- Wrist-Finger Speed: The ability to make fast, simple, repeated movements of the fingers, hands, and wrists.
- Reaction Time: The ability to quickly respond (with the hand, finger, or foot) to a signal (sound, light, picture) when it appears.
- Rate Control: The ability to time your movements or the movement of a piece of equipment in anticipation of changes in the speed and/or direction of a moving object or scene.
- Response Orientation: The ability to choose quickly between two or more movements in response to two or more different signals (lights, sounds, pictures). It includes the speed with which the correct response is started with the hand, foot, or other body part.
- Multilimb Coordination: The ability to coordinate two or more limbs (for example, two arms, two legs, or one leg and one arm) while sitting, standing, or lying down. It does not involve performing the activities while the whole body is in motion.
- Control Precision: The ability to quickly and repeatedly adjust the controls of a machine or a vehicle to exact positions.
Tools Used by Investment Fund Manager
- Desktop computers
- Laptop computers
- Multiline telephone systems
- Personal computers
- Teleconferencing equipment
- Videoconferencing equipment
Technology Skills required for Investment Fund Manager
- Autodesk AutoCAD Blue Sky
- Financial accounting software
- Microsoft Access
- Microsoft Excel
- Microsoft MapPoint
- Microsoft Office software
- Microsoft Outlook
- Microsoft Power BI
- Microsoft PowerPoint
- Microsoft Project
- Microsoft Visio
- Microsoft Word
- Oracle Hyperion
- Oracle Hyperion Planning
- Portfolio analysis software
- ReadSoft
- Risk analysis software
- SAP software
- SAS
- Statistical analysis software
- Structured query language SQL
- SunGard Financial Systems AddVantage
- Tableau
- Web browser software