What Do Investment Fund Managers Do (including Their Typical Day At Work)

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Job Description, Daily Responsibilities, and Work Life

Investment Fund Managers

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.

Salary
$96630
Becoming One
Very Hard
Education
Master's degree
Job Satisfaction
Job Growth

Personality
Interest Match



Job Description

Job Description

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. They also manage investment funds to maximize return on client investments.

Other tasks include:

  • 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.
  • Select or direct the execution of trades.
  • Develop or implement fund investment policies or strategies.
  • 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.

We asked Investment Fund Managers how satisfied they are with their job. Here is what they said.

Job satisfaction

75%

How meaningful is this job

62%


75% of them said they were satisfied with their job and 62% said they find that their job makes the world a better place or helps to make someone else’s life better.



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Typical Day At Work

On a daily basis, Investment Fund Managers manage investment funds to maximize return on client investments. They monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.

A typical day for an Investment Fund Manager will also include:

  • Select specific investments or investment mixes for purchase by an investment fund.
  • Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.
  • Direct activities of accounting or operations departments.
  • Attend investment briefings or consult financial media to stay abreast of relevant investment markets.
  • Select or direct the execution of trades.

We asked some Investment Fund Managers a few questions to find out what else does their work day look like. Here is what we found.

Do you have telephone conversations everyday in this job? 92% said yes
How important is it to work in a team in this job? 47% said very important
Do you have group discussions everyday in this job? 83% said yes
Do you talk or work with customers everyday in this job? 29% said yes
Do you have to deal with angry customers everyday in this job? 9% said yes
Do you have to make decisions everyday in this job? 66% said yes

Other responsibilities

Besides their typical day, Investment Fund Managers also monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities. They may also present investment information, such as product risks, fees, or fund performance statistics.

On a weekly to monthly basis, Investment Fund Managers Develop or direct development of offering documents or marketing materials. They might also Review offering documents or marketing materials to ensure regulatory compliance.

In addition, they Meet with investors to determine investment goals or to discuss investment strategies.

Although specific duties may vary, many of them Direct activities of accounting or operations departments.

To some Investment Fund Managers, it is also their responsibility to Develop or implement fund investment policies or strategies.


Working life

Working hours

More than 40 hours per week

Working schedule

Regular schedule like a 9 to 5

In a typical work week as an Investment Fund Manager, you can expect to work more than 40 hours per week.

Do Investment Fund Managers work in an office-style work environment?

Every day
87%


Never
8%


Do Investment Fund Managers work outdoors?

Never
85%


Once a year
15%



Is this right for me

Best personality for this career

The Entrepreneurs and The Organizers

People who are suitable for this job tends to like starting up and carrying out projects. They like leading people and making many decisions. Sometimes they require risk taking and often deal with business..

They also like following set procedures and routines. They like working with data and details more than with ideas.

You can read more about these career personality types here.



Learn more about Investment Fund Managers

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Related to Investment Fund Managers Job Description

Investment Fund Managers job description, what do Investment Fund Managers do, typical day for Investment Fund Managers, what is it like to work as an Investment Fund Manager, how many hours do Investment Fund Managers work, day to day work of an Investment Fund Manager

Additional resources

http://www.bls.gov/ooh/management/financial-managers.htm
http://www.fma.org/
http://www.afponline.org/
https://www.cfainstitute.org/


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