Investment Fund Managers :: Job Description

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Investment Fund Managers

Careers / Investment Fund Managers

Summary Description


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

Sample Job Titles

1.	Asset Manager

2.	Assistant Vice President, Investment Analysis

3.	Equity Analyst

4.	Fixed Income Portfolio Manager

5.	Hedge Fund Manager

6.	Institutional Asset Manager

7.	Investment Analyst

8.	Investment Fund Manager

9.	Investment Officer

10.	Investments Manager

11.	Lead Portfolio Manager

12.	Mutual Fund Manager

13.	Pension Fund Manager

14.	Portfolio Manager

15.	Risk Manager

16.	Senior Investment Analyst

17.	Senior Portfolio Manager

18.	Vice President and Portfolio Manager

19.	Vice President, Fixed Income

Job Tasks

	Manage investment funds to maximize return on client investments. Direct financial operations.

	Select specific investments or investment mixes for purchase by an investment fund. Direct financial operations.

	Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.

	Select or direct the execution of trades. Approve expenditures. Direct financial operations.

	Develop or implement fund investment policies or strategies. Implement organizational process or policy changes. Develop organizational policies or programs.

	Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation. Analyze forecasting data to improve business decisions.

	Present investment information, such as product risks, fees, or fund performance statistics. Advise others on business or operational matters.

	Develop, implement, or monitor security valuation policies. Monitor organizational procedures to ensure proper functioning. Implement organizational process or policy changes. Develop organizational policies or programs.

	Meet with investors to determine investment goals or to discuss investment strategies. Communicate organizational information to customers or other stakeholders.

	Attend investment briefings or consult financial media to stay abreast of relevant investment markets. Maintain knowledge of current developments in area of expertise.

	Prepare for and respond to regulatory inquiries. Coordinate with external parties to exchange information.

	Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential.

	Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements. Determine operational compliance with regulations or standards.

	Hire or evaluate staff. Evaluate employee performance. Hire personnel.

	Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities. Monitor external affairs or events affecting business operations.

	Verify regulatory compliance of transaction reporting. Examine financial records to ensure compliance with policies or regulations.

	Review offering documents or marketing materials to ensure regulatory compliance. Examine marketing materials to ensure compliance with policies or regulations.

	Develop or direct development of offering documents or marketing materials. Develop promotional materials. Direct sales, marketing, or customer service activities.

	Identify group or individual target investors for a specific fund.

	Direct activities of accounting or operations departments. Direct financial operations. Direct organizational operations, projects, or services.

Work Activities

Importance	Work Activity

Getting Information — Observing, receiving, and otherwise obtaining information from all relevant sources.

Analyzing Data or Information — Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.

Making Decisions and Solving Problems — Analyzing information and evaluating results to choose the best solution and solve problems.

Processing Information — Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.

Interacting With Computers — Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.

Identifying Objects, Actions, and Events — Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.

Communicating with Supervisors, Peers, or Subordinates — Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.

Communicating with Persons Outside Organization — Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.

Organizing, Planning, and Prioritizing Work — Developing specific goals and plans to prioritize, organize, and accomplish your work.

Updating and Using Relevant Knowledge — Keeping up-to-date technically and applying new knowledge to your job.

Estimating the Quantifiable Characteristics of Products, Events, or Information — Estimating sizes, distances, and quantities; or determining time, costs, resources, or materials needed to perform a work activity.

Establishing and Maintaining Interpersonal Relationships — Developing constructive and cooperative working relationships with others, and maintaining them over time.

Thinking Creatively — Developing, designing, or creating new applications, ideas, relationships, systems, or products, including artistic contributions.

Interpreting the Meaning of Information for Others — Translating or explaining what information means and how it can be used.

Judging the Qualities of Things, Services, or People — Assessing the value, importance, or quality of things or people.

Developing Objectives and Strategies — Establishing long-range objectives and specifying the strategies and actions to achieve them.

Evaluating Information to Determine Compliance with Standards — Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.

Documenting/Recording Information — Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.

Developing and Building Teams — Encouraging and building mutual trust, respect, and cooperation among team members.

Selling or Influencing Others — Convincing others to buy merchandise/goods or to otherwise change their minds or actions.

Training and Teaching Others — Identifying the educational needs of others, developing formal educational or training programs or classes, and teaching or instructing others.

Coaching and Developing Others — Identifying the developmental needs of others and coaching, mentoring, or otherwise helping others to improve their knowledge or skills.

Monitor Processes, Materials, or Surroundings — Monitoring and reviewing information from materials, events, or the environment, to detect or assess problems.

Provide Consultation and Advice to Others — Providing guidance and expert advice to management or other groups on technical, systems-, or process-related topics.

Guiding, Directing, and Motivating Subordinates — Providing guidance and direction to subordinates, including setting performance standards and monitoring performance.

Scheduling Work and Activities — Scheduling events, programs, and activities, as well as the work of others.

Coordinating the Work and Activities of Others — Getting members of a group to work together to accomplish tasks.

Resolving Conflicts and Negotiating with Others — Handling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others.

Monitoring and Controlling Resources — Monitoring and controlling resources and overseeing the spending of money.

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