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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.
  • Summary

  • Details

  • Work Activities

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

    Skills

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

    Abilities

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

    Knowledge

    • 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.
    • 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.
    • 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.
    • Transportation
      • Knowledge of principles and methods for moving people or goods by air, rail, sea, or road, including the relative costs and benefits.
    • Design
      • Knowledge of design techniques, tools, and principles involved in production of precision technical plans, blueprints, drawings, and models.
    • 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.
    • Production and Processing
      • Knowledge of raw materials, production processes, quality control, costs, and other techniques for maximizing the effective manufacture and distribution of goods.
    • Mechanical
      • Knowledge of machines and tools, including their designs, uses, repair, and maintenance.
    • English Language
      • Knowledge of the structure and content of the English language including the meaning and spelling of words, and rules of composition and grammar.
    • Fine Arts
      • Knowledge of the theory and techniques required to compose, produce, and perform works of music, dance, visual arts, drama, and sculpture.
    • History and Archeology
      • Knowledge of historical events and their causes, indicators, and effects on civilizations and cultures.
    • 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.
    • Biology
      • Knowledge of plant and animal organisms, their tissues, cells, functions, interdependencies, and interactions with each other and the environment.
    • Economics and Accounting
      • Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
    • 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.
    • 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.
    • 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.
    • 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.
    • 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.
    • 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.
    • 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.
    • 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.
    • 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.
    • Food Production
      • Knowledge of techniques and equipment for planting, growing, and harvesting food products (both plant and animal) for consumption, including storage/handling techniques.
    • 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.
    • 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.
    • 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.
    • Sociology and Anthropology
      • Knowledge of group behavior and dynamics, societal trends and influences, human migrations, ethnicity, cultures, and their history and origins.
    • Law and Government
      • Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.
    • 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.
    • 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.
    • Mathematics
      • Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.

    Education

    Education
    Bachelor's degree
    Work Experience
    5 years or more work experience
    Training
    No on-the-job training

    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:
    • Tolerance for Ambiguity
    • Self-Confidence
    • Leadership Orientation
    • Perseverance
    • Stress Tolerance
    • Self-Control

    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