Investment Fund Managers

Job Zone Five: Extensive Preparation Needed

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.

Technology
Example
Hot Technology
Computer aided design CAD software
Autodesk AutoCAD Blue Sky
Accounting software
Financial accounting software
Data base user interface and query software
Microsoft Access
Spreadsheet software
Microsoft Excel
Map creation software
Microsoft MapPoint
Office suite software
Microsoft Office
Electronic mail software
Microsoft Outlook
Presentation software
Microsoft PowerPoint
Project management software
Microsoft Project
Graphics or photo imaging software
Microsoft Visio
Word processing software
Microsoft Word
Enterprise resource planning ERP software
Oracle Hyperion
Financial analysis software
Portfolio analysis software
Document management software
ReadSoft
Analytical or scientific software
Risk analysis software
Internet browser software
Web browser software
Tool
Example
Hot Technology
Desktop computers
Desktop computers
Notebook computers
Laptop computers
Special purpose telephones
Multiline telephone systems
Personal computers
Personal computers
Teleconference equipment
Teleconferencing equipment
Videoconferencing systems
Videoconferencing equipment
Economics and Accounting
92%
Importance

Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.

English Language
84%
Importance

Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

Mathematics
84%
Importance

Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.

Customer and Personal Service
67%
Importance

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.

Administration and Management
55%
Importance

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.

Law and Government
54%
Importance

Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.

Computers and Electronics
53%
Importance

Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.

Sales and Marketing
50%
Importance

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.

Education and Training
39%
Importance

Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects.

Communications and Media
39%
Importance

Knowledge of media production, communication, and dissemination techniques and methods. This includes alternative ways to inform and entertain via written, oral, and visual media.

Reading Comprehension
75%
Importance

Understanding written sentences and paragraphs in work related documents.

Active Listening
75%
Importance

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.

Critical Thinking
75%
Importance

Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.

Speaking
72%
Importance

Talking to others to convey information effectively.

Judgment and Decision Making
72%
Importance

Considering the relative costs and benefits of potential actions to choose the most appropriate one.

Active Learning
69%
Importance

Understanding the implications of new information for both current and future problem-solving and decision-making.

Complex Problem Solving
69%
Importance

Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.

Writing
66%
Importance

Communicating effectively in writing as appropriate for the needs of the audience.

Monitoring
63%
Importance

Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.

Mathematics
60%
Importance

Using mathematics to solve problems.

Deductive Reasoning
78%
Importance

The ability to apply general rules to specific problems to produce answers that make sense.

Oral Comprehension
75%
Importance

The ability to listen to and understand information and ideas presented through spoken words and sentences.

Written Comprehension
75%
Importance

The ability to read and understand information and ideas presented in writing.

Oral Expression
75%
Importance

The ability to communicate information and ideas in speaking so others will understand.

Inductive Reasoning
72%
Importance

The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).

Information Ordering
72%
Importance

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).

Mathematical Reasoning
72%
Importance

The ability to choose the right mathematical methods or formulas to solve a problem.

Written Expression
69%
Importance

The ability to communicate information and ideas in writing so others will understand.

Problem Sensitivity
69%
Importance

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.

Speech Clarity
69%
Importance

The ability to speak clearly so others can understand you.

Getting Information
96%
Importance

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

Analyzing Data or Information
94%
Importance

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

Making Decisions and Solving Problems
87%
Importance

Analyzing information and evaluating results to choose the best solution and solve problems.

Processing Information
86%
Importance

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

Interacting With Computers
86%
Importance

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
85%
Importance

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

Communicating with Supervisors, Peers, or Subordinates
80%
Importance

Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.

Communicating with Persons Outside Organization
76%
Importance

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
75%
Importance

Developing specific goals and plans to prioritize, organize, and accomplish your work.

Updating and Using Relevant Knowledge
74%
Importance

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.

Hire personnel.

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.

Approve expenditures.

Determine operational compliance with regulations or standards.

Electronic Mail

How often do you use electronic mail in this job?

Spend Time Sitting

How much does this job require sitting?

Telephone

How often do you have telephone conversations in this job?

Face-to-Face Discussions

How often do you have to have face-to-face discussions with individuals or teams in this job?

Freedom to Make Decisions

How much decision making freedom, without supervision, does the job offer?

Level of Competition

To what extent does this job require the worker to compete or to be aware of competitive pressures?

Indoors, Environmentally Controlled

How often does this job require working indoors in environmentally controlled conditions?

Structured versus Unstructured Work

To what extent is this job structured for the worker, rather than allowing the worker to determine tasks, priorities, and goals?

Frequency of Decision Making

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?

Contact With Others

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?

Major
Digital Communication and Media/Multimedia
Psychology, General
Cognitive Psychology and Psycholinguistics
Behavioral Neuroscience
Social Psychology
Clinical Psychology
Counseling Psychology
Industrial and Organizational Psychology
School Psychology
Educational Psychology
Forensic Psychology
Psychology, Other
Criminal Justice/Law Enforcement Administration
Public Administration
Social Sciences, General
Anthropology, General
Anthropology, Other
Archeology
Criminology
Economics, General
Applied Economics
Development Economics and International Development
International Economics
Economics, Other
Geography
Geography, Other
International Relations and Affairs
Political Science and Government, General
Political Science and Government, Other
Sociology, General
Urban Studies/Affairs
Social Sciences, Other
Fine and Studio Arts Management
Theatre/Theatre Arts Management
Business/Commerce, General
Business Administration and Management, General
Non-Profit/Public/Organizational Management
Entrepreneurship/Entrepreneurial Studies
Tourism and Travel Services Management
Hospitality Administration/Management, Other
History, General
American History (United States)
European History
Public/Applied History
History, Other
Enterprising

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.

Conventional

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.

Social

Score: 38 / 100

Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others.

Investigative

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.

Realistic

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.

Artistic

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.

Integrity
98%
Importance

Job requires being honest and ethical.

Analytical Thinking
95%
Importance

Job requires analyzing information and using logic to address work-related issues and problems.

Stress Tolerance
90%
Importance

Job requires accepting criticism and dealing calmly and effectively with high stress situations.

Achievement/Effort
89%
Importance

Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks.

Persistence
88%
Importance

Job requires persistence in the face of obstacles.

Dependability
88%
Importance

Job requires being reliable, responsible, and dependable, and fulfilling obligations.

Initiative
87%
Importance

Job requires a willingness to take on responsibilities and challenges.

Attention to Detail
85%
Importance

Job requires being careful about detail and thorough in completing work tasks.

Cooperation
79%
Importance

Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.

Self Control
76%
Importance

Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations.

Achievement
86%
Importance

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.

Recognition
81%
Importance

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.

Working Conditions
76%
Importance

Occupations that satisfy this work value offer job security and good working conditions. Corresponding needs are Activity, Compensation, Independence, Security, Variety and Working Conditions.

Independence
76%
Importance

Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.

Relationships
71%
Importance

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.

Support
62%
Importance

Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical.