Investment Fund Managers

• Summary

• Details

Work Activities

• Select specific investments or investment mixes for purchase by an investment fund.
• Develop, implement, or monitor security valuation policies.
• Develop or implement fund investment policies or strategies.
• Direct activities of accounting or operations departments.
• Verify regulatory compliance of transaction reporting.
• Develop, implement, or monitor security valuation policies.
• Develop, implement, or monitor security valuation policies.
• Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements.
• Attend investment briefings or consult financial media to stay abreast of relevant investment markets.
• Direct activities of accounting or operations departments.
• Prepare for and respond to regulatory inquiries.
• Select or direct the execution of trades.
• Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities.
• Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.
• Identify group or individual target investors for a specific fund.
• Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential.
• Develop or direct development of offering documents or marketing materials.
• Select or direct the execution of trades.
• Manage investment funds to maximize return on client investments.
• Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.
• Hire or evaluate staff.
• Hire or evaluate staff.
• Review offering documents or marketing materials to ensure regulatory compliance.
• Present investment information, such as product risks, fees, or fund performance statistics.
• Meet with investors to determine investment goals or to discuss investment strategies.
• Develop or implement fund investment policies or strategies.
• Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.
• Develop or direct development of offering documents or marketing materials.

Skills

• Systems Evaluation
  • Measuring how well a system is working and how to improve it.
• Judgment and Decision Making
  • Thinking about the pros and cons of different options and picking the best one.
• Operation and Control
  • Using equipment or systems.
• Complex Problem Solving
  • Noticing a problem and figuring out the best way to solve it.
• Time Management
  • Managing your time and the time of other people.
• Management of Material Resources
  • Managing equipment and materials.
• Writing
  • Writing things for co-workers or customers.
• Speaking
  • Talking to others.
• Critical Thinking
  • Thinking about the pros and cons of different ways to solve a problem.
• Operations Monitoring
  • Watching gauges, dials, or display screens to make sure a machine is working.
• Monitoring
  • Keeping track of how well people and/or groups are doing in order to make improvements.
• Instructing
  • Teaching people how to do something.
• Negotiation
  • Bringing people together to solve differences.
• Learning Strategies
  • Using the best training or teaching strategies for learning new things.
• Service Orientation
  • Looking for ways to help people.
• Troubleshooting
  • Figuring out what is causing equipment, machines, wiring, or computer programs to not work.
• Equipment Selection
  • Deciding what kind of tools and equipment are needed to do a job.
• Quality Control Analysis
  • Testing how well a product or service works.
• Systems Analysis
  • Figuring out how a system should work and how changes in the future will affect it.
• Social Perceptiveness
  • Understanding people's reactions.
• Active Listening
  • Listening to others, not interrupting, and asking good questions.
• Science
  • Using scientific rules and strategies to solve problems.
• Coordination
  • Changing what is done based on other people's actions.
• Operations Analysis
  • Figuring out what a product or service needs to be able to do.
• Reading Comprehension
  • Reading work-related information.
• Active Learning
  • Figuring out how to use new ideas or things.
• Technology Design
  • Making equipment and technology useful for customers.
• Management of Financial Resources
  • Making spending decisions and keeping track of what is spent.
• Management of Personnel Resources
  • Selecting and managing the best workers for a job.
• Installation
  • Installing equipment, machines, wiring, or computer programs.
• Mathematics
  • Using math to solve problems.
• Programming
  • Writing computer programs.
• Persuasion
  • Talking people into changing their minds or their behavior.
• Repairing
  • Repairing machines or systems using the right tools.
• Equipment Maintenance
  • Planning and doing the basic maintenance on equipment.

Abilities

• Static Strength
  • Lifting, pushing, pulling, or carrying.
• Far Vision
  • Seeing details that are far away.
• Peripheral Vision
  • Seeing something to your side when your are looking ahead.
• Glare Sensitivity
  • Seeing something even if there is a glare or very bright light.
• Dynamic Strength
  • Exercising for a long time without your muscles getting tired.
• Information Ordering
  • Ordering or arranging things.
• Speech Clarity
  • Speaking clearly.
• Control Precision
  • Quickly changing the controls of a machine, car, truck or boat.
• Written Expression
  • Communicating by writing.
• Fluency of Ideas
  • Coming up with lots of ideas.
• Problem Sensitivity
  • Noticing when problems happen.
• Inductive Reasoning
  • Making general rules or coming up with answers from lots of detailed information.
• Mathematical Reasoning
  • Choosing the right type of math to solve a problem.
• Finger Dexterity
  • Putting together small parts with your fingers.
• Selective Attention
  • Paying attention to something without being distracted.
• Response Orientation
  • Quickly deciding if you should move your hand, foot, or other body part.
• Speed of Closure
  • Quickly knowing what you are looking at.
• Memorization
  • Remembering words, numbers, pictures, or steps.
• Near Vision
  • Seeing details up close.
• Night Vision
  • Seeing at night or under low light.
• Reaction Time
  • Quickly moving your hand, finger, or foot based on a sound, light, picture or other command.
• Rate Control
  • Changing when and how fast you move based on how something else is moving.
• Arm-Hand Steadiness
  • Keeping your arm or hand steady.
• Manual Dexterity
  • Holding or moving items with your hands.
• Visualization
  • Imagining how something will look after it is moved around or changed.
• Dynamic Flexibility
  • Quickly and repeatedly bending, stretching, twisting, or reaching out with your body, arms, and/or legs.
• Visual Color Discrimination
  • Noticing the difference between colors, including shades and brightness.
• Depth Perception
  • Deciding which thing is closer or farther away from you, or deciding how far away it is from you.
• Written Comprehension
  • Reading and understanding what is written.
• Oral Expression
  • Communicating by speaking.
• Originality
  • Creating new and original ideas.
• Deductive Reasoning
  • Using rules to solve problems.
• Category Flexibility
  • Grouping things in different ways.
• Spatial Orientation
  • Knowing where things are around you.
• Extent Flexibility
  • Bending, stretching, twisting, or reaching with your body, arms, and/or legs.
• Stamina
  • Exercising for a long time without getting out of breath.
• Oral Comprehension
  • Listening and understanding what people say.
• Number Facility
  • Adding, subtracting, multiplying, or dividing.
• Flexibility of Closure
  • Seeing hidden patterns.
• Trunk Strength
  • Using your lower back and stomach.
• Explosive Strength
  • Jumping, sprinting, or throwing something.
• Multilimb Coordination
  • Using your arms and/or legs together while sitting, standing, or lying down.
• Gross Body Coordination
  • Moving your arms, legs, and mid-section together while your whole body is moving.
• Gross Body Equilibrium
  • Keeping your balance or staying upright.
• Hearing Sensitivity
  • Telling the difference between sounds.
• Auditory Attention
  • Paying attention to one sound while there are other distracting sounds.
• Sound Localization
  • Noticing the direction that a sound came from.
• Wrist-Finger Speed
  • Making fast, simple, repeated movements of your fingers, hands, and wrists.
• Speed of Limb Movement
  • Quickly moving your arms and legs.
• Perceptual Speed
  • Quickly comparing groups of letters, numbers, pictures, or other things.
• Speech Recognition
  • Recognizing spoken words.
• Time Sharing
  • Doing two or more things at the same time.

Knowledge

• Design
  • Knowledge of design techniques, tools, and principles involved in production of precision technical plans, blueprints, drawings, and models.
• Communications and Media
  • Knowledge of media production, communication, and dissemination techniques and methods. This includes alternative ways to inform and entertain via written, oral, and visual media.
• Engineering and Technology
  • Knowledge of the practical application of engineering science and technology. This includes applying principles, techniques, procedures, and equipment to the design and production of various goods and services.
• Economics and Accounting
  • Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
• Food Production
  • Knowledge of techniques and equipment for planting, growing, and harvesting food products (both plant and animal) for consumption, including storage/handling techniques.
• Administrative
  • Knowledge of administrative and office procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and workplace terminology.
• Personnel and Human Resources
  • Knowledge of principles and procedures for personnel recruitment, selection, training, compensation and benefits, labor relations and negotiation, and personnel information systems.
• Law and Government
  • Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.
• Transportation
  • Knowledge of principles and methods for moving people or goods by air, rail, sea, or road, including the relative costs and benefits.
• Building and Construction
  • Knowledge of materials, methods, and the tools involved in the construction or repair of houses, buildings, or other structures such as highways and roads.
• Foreign Language
  • Knowledge of the structure and content of a foreign (non-English) language including the meaning and spelling of words, rules of composition and grammar, and pronunciation.
• Sales and Marketing
  • 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.
• Administration and Management
  • 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.
• Customer and Personal Service
  • 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.
• Biology
  • Knowledge of plant and animal organisms, their tissues, cells, functions, interdependencies, and interactions with each other and the environment.
• Sociology and Anthropology
  • Knowledge of group behavior and dynamics, societal trends and influences, human migrations, ethnicity, cultures, and their history and origins.
• Medicine and Dentistry
  • Knowledge of the information and techniques needed to diagnose and treat human injuries, diseases, and deformities. This includes symptoms, treatment alternatives, drug properties and interactions, and preventive health-care measures.
• Public Safety and Security
  • Knowledge of relevant equipment, policies, procedures, and strategies to promote effective local, state, or national security operations for the protection of people, data, property, and institutions.
• Geography
  • Knowledge of principles and methods for describing the features of land, sea, and air masses, including their physical characteristics, locations, interrelationships, and distribution of plant, animal, and human life.
• Therapy and Counseling
  • Knowledge of principles, methods, and procedures for diagnosis, treatment, and rehabilitation of physical and mental dysfunctions, and for career counseling and guidance.
• Chemistry
  • Knowledge of the chemical composition, structure, and properties of substances and of the chemical processes and transformations that they undergo. This includes uses of chemicals and their interactions, danger signs, production techniques, and disposal methods.
• Fine Arts
  • Knowledge of the theory and techniques required to compose, produce, and perform works of music, dance, visual arts, drama, and sculpture.
• Philosophy and Theology
  • Knowledge of different philosophical systems and religions. This includes their basic principles, values, ethics, ways of thinking, customs, practices, and their impact on human culture.
• Mechanical
  • Knowledge of machines and tools, including their designs, uses, repair, and maintenance.
• Psychology
  • Knowledge of human behavior and performance; individual differences in ability, personality, and interests; learning and motivation; psychological research methods; and the assessment and treatment of behavioral and affective disorders.
• Education and Training
  • Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects.
• English Language
  • Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
• Mathematics
  • Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
• History and Archeology
  • Knowledge of historical events and their causes, indicators, and effects on civilizations and cultures.
• Physics
  • Knowledge and prediction of physical principles, laws, their interrelationships, and applications to understanding fluid, material, and atmospheric dynamics, and mechanical, electrical, atomic and sub-atomic structures and processes.
• Telecommunications
  • Knowledge of transmission, broadcasting, switching, control, and operation of telecommunications systems.
• Computers and Electronics
  • Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
• Production and Processing
  • Knowledge of raw materials, production processes, quality control, costs, and other techniques for maximizing the effective manufacture and distribution of goods.

Education

Education

Bachelor's degree

Work Experience

5 years or more work experience

Training

No on-the-job training

Education and Training Opportunities

×

Education and Training Opportunities

• City University of Seattle
  521 Wall Street, Suite 100, Seattle WA 98121
  School Type

  Private not-for-profit, 4-year or above

  Admissions
  School Size

  1,000 - 4,999

  Financial Aid 888-422-4898
  Other Degrees Offered

  Undergraduate degree or certificate offering,Graduate degree or certificate offering
  Website

  http://www.cityu.edu/
  Program Name
  Finance and Financial Management Services, Other
  Length
  Less than one year
  Award Level
  Postbaccalaureate certificate
  Save

  ---

• Eastern Washington University
  526 5th Street, Cheney WA 99004-2496
  School Type

  Public, 4-year or above

  Admissions
  School Size

  10,000 - 19,999

  Financial Aid 509-359-6200
  Other Degrees Offered

  Undergraduate degree or certificate offering,Graduate degree or certificate offering
  Website

  http://www.ewu.edu/
  Program Name
  Finance, General
  Length
  4 years
  Award Level
  Bachelor's degree
  Save

  ---

• Northwest University
  5520 108th Ave NE, Kirkland WA 98083-0579
  School Type

  Private not-for-profit, 4-year or above

  Admissions
  School Size

  Under 1,000

  Financial Aid 425-822-8266
  Other Degrees Offered

  Undergraduate degree or certificate offering,Graduate degree or certificate offering
  Website

  http://www.northwestu.edu/
  Program Name
  Accounting and Finance
  Length
  4 years
  Award Level
  Bachelor's degree
  Save

  ---

• Pacific Lutheran University
  12180 Park Ave South, Tacoma WA 98447-0003
  School Type

  Private not-for-profit, 4-year or above

  Admissions
  School Size

  1,000 - 4,999

  Financial Aid 253-535-7411
  Other Degrees Offered

  Undergraduate degree or certificate offering,Graduate degree or certificate offering
  Website

  http://www.plu.edu/
  Program Name
  Accounting and Finance
  Length
  Certificates of at least 12 weeks but less than 1 year
  Award Level
  Certificates of at least 12 weeks but less than 1 year
  Save

  ---

• Saint Martin's University
  5000 Abbey Way SE, Lacey WA 98503-7500
  School Type

  Private not-for-profit, 4-year or above

  Admissions
  School Size

  1,000 - 4,999

  Financial Aid 360-491-4700
  Other Degrees Offered

  Undergraduate degree or certificate offering,Graduate degree or certificate offering
  Website

  https://www.stmartin.edu/
  Program Name
  Risk Management
  Length
  Less than one year
  Award Level
  Postbaccalaureate certificate
  Save

  ---

• Seattle University
  900 Broadway, Seattle WA 98122-4340
  School Type

  Private not-for-profit, 4-year or above

  Admissions
  School Size

  5,000 - 9,999

  Financial Aid 206-296-6000
  Other Degrees Offered

  Undergraduate degree or certificate offering,Graduate degree or certificate offering
  Website

  http://www.seattleu.edu/
  Program Name
  Finance, General
  Length
  4 years
  Award Level
  Bachelor's degree, Postbaccalaureate certificate, Post-master's certificate, Master's degree
  Save
  Program Name
  International Finance
  Length
  Less than one year
  Award Level
  Post-master's certificate
  Save
  Program Name
  Accounting and Finance
  Length
  More than 4 years
  Award Level
  Master's degree
  Save
  Program Name
  Finance and Financial Management Services, Other
  Length
  Less than one year
  Award Level
  Post-master's certificate
  Save

  ---

• University of Washington-Bothell Campus
  18115 Campus Way NE, Bothell WA 98011-8246
  School Type

  Public, 4-year or above

  Admissions
  School Size

  5,000 - 9,999

  Financial Aid 425-352-5000
  Other Degrees Offered

  Undergraduate degree or certificate offering,Graduate degree or certificate offering
  Website

  https://www.uwb.edu/
  Program Name
  Accounting and Finance
  Length
  More than 4 years
  Award Level
  Master's degree
  Save

  ---

• University of Washington-Seattle Campus
  1400 NE Campus Parkway, Seattle WA 98195-4550
  School Type

  Public, 4-year or above

  Admissions
  School Size

  20,000 and above

  Financial Aid 206-543-2100
  Other Degrees Offered

  Undergraduate degree or certificate offering,Graduate degree or certificate offering
  Website

  https://www.washington.edu/
  Program Name
  Finance, General
  Length
  4 years
  Award Level
  Bachelor's degree, Master's degree
  Save

  ---

• University of Washington-Tacoma Campus
  1900 Commerce St, Tacoma WA 98402-3100
  School Type

  Public, 4-year or above

  Admissions
  School Size

  1,000 - 4,999

  Financial Aid 253-692-4400
  Other Degrees Offered

  Undergraduate degree or certificate offering,Graduate degree or certificate offering
  Website

  https://www.tacoma.uw.edu/
  Program Name
  Finance, General
  Length
  4 years
  Award Level
  Bachelor's degree
  Save

  ---

• Washington State University
  French Administration Building, Pullman WA 99164-5910
  School Type

  Public, 4-year or above

  Admissions
  School Size

  20,000 and above

  Financial Aid 509-335-3564
  Other Degrees Offered

  Undergraduate degree or certificate offering,Graduate degree or certificate offering
  Website

  https://wsu.edu/
  Program Name
  Finance, General
  Length
  More than 4 years
  Award Level
  Doctor's degree - research/scholarship, Postbaccalaureate certificate, Bachelor's degree
  Save

  ---

• Western Washington University
  516 High Street, Bellingham WA 98225-9008
  School Type

  Public, 4-year or above

  Admissions
  School Size

  10,000 - 19,999

  Financial Aid 360-650-3000
  Other Degrees Offered

  Undergraduate degree or certificate offering,Graduate degree or certificate offering
  Website

  http://wwu.edu/
  Program Name
  Accounting and Computer Science
  Length
  4 years
  Award Level
  Bachelor's degree
  Save
  Program Name
  Finance, General
  Length
  4 years
  Award Level
  Bachelor's degree
  Save

  ---

• Whitworth University-Adult Degree Programs
  300 W Hawthorne Rd, Spokane WA 99251
  School Type

  Private not-for-profit, 4-year or above

  Admissions
  School Size

  Under 1,000

  Financial Aid 509-777-1000
  Other Degrees Offered

  Undergraduate degree or certificate offering,No graduate offering
  Website

  https://www.whitworth.edu/cms/
  Program Name
  Accounting and Business/Management
  Length
  4 years
  Award Level
  Bachelor's degree
  Save

  ---

Close

Pay

Washington Annual Salary

171300/yr

Washington Hourly Wage

82.36/hr

Washington Employment Trends

Currently Employed

17,870

Yearly Projected Openings

1610

Personality

Enterprising: People interested in this work like activities that include leading, making decisions, and business. They do well at jobs that need:

• Integrity
• Analytical Thinking
• Stress Tolerance
• Achievement/Effort
• Dependability
• Persistence

Tools

• Desktop computers
• Notebook computers
• Personal computers
• Special purpose telephones
• Teleconference equipment
• Videoconferencing systems

Technology

• Accounting software
• Analytical or scientific software
• Business intelligence and data analysis software
• Computer aided design CAD software
• Data base user interface and query software
• Document management software
• Electronic mail software
• Enterprise resource planning ERP software
• Financial analysis software
• Internet browser software
• Map creation software
• Office suite software
• Presentation software
• Process mapping and design software
• Project management software
• Spreadsheet software
• Word processing software