Investment Fund Managers

monitor regulation enterprising information policy implement investment strategy document investment fund fixed income portfolio manager

Fixed Income Portfolio Manager, Fixed Income Vice President (Fixed Income VP), Investment Analysis Vice President (Investment Analysis VP), Portfolio Manager

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.

Knowledge

Business

  • 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

Skills

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

Abilities

Verbal

  • communicate by speaking
  • listen and understand what people say

Math

  • 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

Personality

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

Technology

You might use software like this on the job:

Analytical or scientific software

  • SAS Hot Technology
  • Statistical analysis software

Presentation software

  • Microsoft PowerPoint Hot Technology In Demand

Financial analysis software

  • Oracle Hyperion Planning
  • SunGard Financial Systems AddVantage

Education

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

Get started on your career:

Find Training
Apprenticeship.gov

Job Outlook

Bright
New job opportunities are very likely in the future.
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