Plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.
Salary at 10th Percentile: $51,770
Median Salary: $105,610
Salary at 90th Percentile: $176,800
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.
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.
Develop, implement, or monitor security valuation policies.
Meet with investors to determine investment goals or to discuss investment strategies.
Attend investment briefings or consult financial media to stay abreast of relevant investment markets.
Prepare for and respond to regulatory inquiries.
Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential.
Hire or evaluate staff.
Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities.
Develop or direct development of offering documents or marketing materials.
Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.
Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects.
Knowledge of media production, communication, and dissemination techniques and methods. This includes alternative ways to inform and entertain via written, oral, and visual media.
Understanding written sentences and paragraphs in work related documents.
Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
Talking to others to convey information effectively.
Considering the relative costs and benefits of potential actions to choose the most appropriate one.
Understanding the implications of new information for both current and future problem-solving and decision-making.
Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
Communicating effectively in writing as appropriate for the needs of the audience.
Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
Using mathematics to solve problems.
The ability to apply general rules to specific problems to produce answers that make sense.
The ability to listen to and understand information and ideas presented through spoken words and sentences.
The ability to read and understand information and ideas presented in writing.
The ability to communicate information and ideas in speaking so others will understand.
The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).
The ability to choose the right mathematical methods or formulas to solve a problem.
The ability to communicate information and ideas in writing so others will understand.
The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.
The ability to speak clearly so others can understand you.
Observing, receiving, and otherwise obtaining information from all relevant sources.
Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.
Analyzing information and evaluating results to choose the best solution and solve problems.
Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.
Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.
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.
Developing specific goals and plans to prioritize, organize, and accomplish your work.
Keeping up-to-date technically and applying new knowledge to your job.
Coordinate with external parties to exchange information.
Examine financial records to ensure compliance with policies or regulations.
Evaluate employee performance.
Direct financial operations.
Direct organizational operations, projects, or services.
Monitor organizational procedures to ensure proper functioning.
Implement organizational process or policy changes.
Develop organizational policies or programs.
Maintain knowledge of current developments in area of expertise.
Examine marketing materials to ensure compliance with policies or regulations.
Analyze forecasting data to improve business decisions.
Advise others on business or operational matters.
Monitor external affairs or events affecting business operations.
Communicate organizational information to customers or other stakeholders.
Develop promotional materials.
Direct sales, marketing, or customer service activities.
Determine operational compliance with regulations or standards.
How often do you use electronic mail in this job?
How much does this job require sitting?
How often do you have telephone conversations in this job?
How often do you have to have face-to-face discussions with individuals or teams in this job?
How much decision making freedom, without supervision, does the job offer?
To what extent does this job require the worker to compete or to be aware of competitive pressures?
How often does this job require working indoors in environmentally controlled conditions?
To what extent is this job structured for the worker, rather than allowing the worker to determine tasks, priorities, and goals?
How frequently is the worker required to make decisions that affect other people, the financial resources, and/or the image and reputation of the organization?
How much does this job require the worker to be in contact with others (face-to-face, by telephone, or otherwise) in order to perform it?
Score: 100 / 100
Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.
Score: 67 / 100
Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.
Score: 38 / 100
Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others.
Score: 24 / 100
Investigative occupations frequently involve working with ideas, and require an extensive amount of thinking. These occupations can involve searching for facts and figuring out problems mentally.
Score: 14 / 100
Realistic occupations frequently involve work activities that include practical, hands-on problems and solutions. They often deal with plants, animals, and real-world materials like wood, tools, and machinery. Many of the occupations require working outside, and do not involve a lot of paperwork or working closely with others.
Score: 14 / 100
Artistic occupations frequently involve working with forms, designs and patterns. They often require self-expression and the work can be done without following a clear set of rules.
Job requires being honest and ethical.
Job requires analyzing information and using logic to address work-related issues and problems.
Job requires accepting criticism and dealing calmly and effectively with high stress situations.
Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks.
Job requires persistence in the face of obstacles.
Job requires being reliable, responsible, and dependable, and fulfilling obligations.
Job requires a willingness to take on responsibilities and challenges.
Job requires being careful about detail and thorough in completing work tasks.
Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.
Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations.
Occupations that satisfy this work value are results oriented and allow employees to use their strongest abilities, giving them a feeling of accomplishment. Corresponding needs are Ability Utilization and Achievement.
Occupations that satisfy this work value offer advancement, potential for leadership, and are often considered prestigious. Corresponding needs are Advancement, Authority, Recognition and Social Status.
Occupations that satisfy this work value offer job security and good working conditions. Corresponding needs are Activity, Compensation, Independence, Security, Variety and Working Conditions.
Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.
Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service.
Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical.