Investment Fund Managers

What they do:

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

On the job, you would:

  • 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.




Work Activities


  • Enterprising
  • Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.
  • Second Interest High-Point
  • Secondary-Cutoff/Rank Descriptiveness
  • First Interest High-Point
  • Primary-Rank Descriptiveness
  • Conventional
  • Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.
  • Social
  • Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others.
  • Investigative
  • Investigative occupations frequently involve working with ideas, and require an extensive amount of thinking. These occupations can involve searching for facts and figuring out problems mentally.
  • Artistic
  • Artistic occupations frequently involve working with forms, designs and patterns. They often require self-expression and the work can be done without following a clear set of rules.
  • Realistic
  • Realistic occupations frequently involve work activities that include practical, hands-on problems and solutions. They often deal with plants, animals, and real-world materials like wood, tools, and machinery. Many of the occupations require working outside, and do not involve a lot of paperwork or working closely with others.
  • Third Interest High-Point
  • Tertiary-Cutoff/Rank Descriptiveness

Work Styles