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.

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.

Enterprising

Second Interest High-Point

First Interest High-Point

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.

Conventional

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

Social

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.

Investigative

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.

Realistic

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.

Artistic

Third Interest High-Point

Job Zone Five: Extensive Preparation Needed

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.

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.

Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements.

Verify regulatory compliance of transaction reporting.

Review offering documents or marketing materials to ensure regulatory compliance.

Identify group or individual target investors for a specific fund.

Direct activities of accounting or operations departments.

Desktop computers

Laptop computers

Multiline telephone systems

Personal computers

Teleconferencing equipment

Videoconferencing equipment

Autodesk AutoCAD Blue Sky

Financial accounting software

Microsoft Access

Microsoft Excel

Microsoft MapPoint

Microsoft Office

Microsoft Outlook

Microsoft PowerPoint

Microsoft Project

Microsoft Visio

Microsoft Word

Oracle Hyperion

Portfolio analysis software

ReadSoft

Risk analysis software

Statistical analysis software

Structured query language SQL

SunGard Financial Systems AddVantage

Web browser software

Because my career is so niche it is imperative for someone to educate themselves outside of the classroom to develop specific knowledge.

A great day would include cross collaboration with our internal and external partners to resolve issues while building and strengthening relationships.

Senior Portfolio Manager

You've don't have experience in this field.

Danny Kim

Senior Portfolio Manager

Milestones

Education

Career

Career Roadmap

My work combines:

My work combines:

Business

Non-Profit Organizations

Accomplishing Goals

Day to Day

Advice for Getting Started

Recommended Education

Hurdles

The Noise I Shed

Danny Kim

Senior Portfolio Manager

Milestones

Education

Career

Career Roadmap

My work combines:

My work combines:

Business

Non-Profit Organizations

Accomplishing Goals

Day to Day

Advice for Getting Started

Recommended Education

My career is related to what I studied. I'd recommend the path I took:

Hurdles

The Noise I Shed

Related Leaders