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

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.

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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.

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

More than 40 hours per week

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.

Is this right for me

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.

Explore other careers

http://www.bls.gov/ooh/management/financial-managers.htm

http://www.fma.org/

http://www.afponline.org/

https://www.cfainstitute.org/