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.
17 alternate job titles:
Salary Information
Investment Fund Managers: $161,700 (median) per year.
Starting salary (10th percentile).
Required expreience: Varies by Company
Data source: U.S. Bureau of Labor Statistics
Daily Tasks & Responsibilities
| Task Description | Category |
|---|---|
| Coordinate with external parties to exchange information. | Management |
| Examine financial records to ensure compliance with policies or regulations. | General |
| Hire personnel. | General |
| Direct financial operations. | General |
| Direct organizational operations, projects, or services. | General |
| Implement organizational process or policy changes. | General |
| Examine marketing materials to ensure compliance with policies or regulations. | General |
| Advise others on business or operational matters. | General |
| Identify potential customers. | General |
| Direct sales, marketing, or customer service activities. | General |
| Approve expenditures. | General |
| Determine operational compliance with regulations or standards. | General |
| Evaluate employee performance. | Analysis |
| Analyze forecasting data to improve business decisions. | Analysis |
| Evaluate potential of products, technologies, or resources. | Analysis |
| Monitor organizational procedures to ensure proper functioning. | Maintenance |
| Monitor financial activities. | Maintenance |
| Monitor financial indicators. | Maintenance |
| Monitor external affairs or events affecting business operations. | Maintenance |
| Develop organizational policies or programs. | Development |
| Maintain knowledge of current developments in area of expertise. | Development |
| Develop promotional materials. | Development |
| Communicate organizational information to customers or other stakeholders. | Communication |
Technology Requirements
| Technology | Description |
|---|---|
| Microsoft Excel | Spreadsheet software |
| Microsoft Office software | Office suite software |
| Microsoft Outlook | Electronic mail software |
| Microsoft PowerPoint | Presentation software |
| Microsoft Project | Project management software |
| Microsoft Visio | Process mapping and design software |
| Microsoft Word | Word processing software |
| SAP software | Enterprise resource planning ERP software |
| SAS | Analytical or scientific software |
| Autodesk AutoCAD Blue Sky | Computer aided design CAD software |
| Financial accounting software | Accounting software |
| Microsoft MapPoint | Map creation software |
| Oracle Hyperion | Enterprise resource planning ERP software |
| Oracle Hyperion Planning | Financial analysis software |
| Portfolio analysis software | Financial analysis software |
| ReadSoft | Document management software |
| Risk analysis software | Analytical or scientific software |
| Statistical analysis software | Analytical or scientific software |
| SunGard Financial Systems AddVantage | Financial analysis software |
| Web browser software | Internet browser software |
| Microsoft Access | Data base user interface and query software |
| Microsoft Power BI | Business intelligence and data analysis software |
| Structured query language SQL | Data base user interface and query software |
| Tableau | Business intelligence and data analysis software |