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Investment Fund Managers

Also called: Equity Analyst, Investment Analyst, Portfolio Manager, Senior Investment Analyst

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:
  • Manage investment funds to maximize return on client investments.
  • Select specific investments or investment mixes for purchase by an investment fund.
  • Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.


  • accounting and economics
  • customer service
Arts and Humanities
  • English language
Math and Science
  • arithmetic, algebra, geometry, calculus, or statistics
Safety and Government
  • law and government


Basic Skills
  • listening to others, not interrupting, and asking good questions
  • reading work related information
Problem Solving
  • noticing a problem and figuring out the best way to solve it
People and Technology Systems
  • thinking about the pros and cons of different options and picking the best one
  • figuring out how a system should work and how changes in the future will affect it


  • communicate by speaking
  • listen and understand what people say
  • choose the right type of math to solve a problem
  • add, subtract, multiply, or divide
Ideas and Logic
  • use rules to solve problems
  • make general rules or come up with answers from lots of detailed information
Visual Understanding
  • see hidden patterns


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


You might use software like this on the job:

Analytical or scientific software
  • Risk analysis software
  • SAS software
Financial analysis software
  • Portfolio analysis software
  • SunGard Financial Systems AddVantage
Data base user interface and query software
  • Microsoft Access
  • Structured query language SQL


Education: (rated 5 of 5)
master's degree or
bachelor's degree
usually needed

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Job Outlook

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See more details at O*NET OnLine about investment fund managers.