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Investment Fund Manager

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Bachelor's degree

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What They Do

Investment Fund Managers Career Video

About This Career

Plans, directs, or coordinates investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.

This career is part of the Business Management and Administration cluster General Management pathway.

A person in this career:

  • Manages investment funds to maximize return on client investments.
  • Selects specific investments or investment mixes for purchase by an investment fund.
  • Monitors financial or operational performance of individual investments to ensure portfolios meet risk goals.
  • Selects or directs the execution of trades.
  • Develops or implements fund investment policies or strategies.
  • Performs or evaluates research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.
  • Presents investment information, such as product risks, fees, or fund performance statistics.
  • Develops, implements, or monitors security valuation policies.
  • Meets with investors to determine investment goals or to discuss investment strategies.
  • Attends investment briefings or consults financial media to stay abreast of relevant investment markets.

Working Conditions and Physical Demands

People who do this job report that:

  • You would sit most of the time. There's some walking and standing. You may have to lift and carry things like books, papers or tools weighing 10 lbs. or less.
  • Work in this occupation requires being inside most of the time
  • Work in this occupation involves sitting more than one-third of the time

Working in this career involves (physical activities):

  • Seeing clearly up close
  • Speaking clearly enough to be able to be understood by others
  • Identifying and understanding the speech of another person

Work Hours and Travel

  • Overtime work
  • Weekend work

Specialty and Similar Careers

Careers that are more detailed or close to this career:

  • Investment Analysis Vice President (Investment Analysis VP)
  • Fixed Income Portfolio Manager
  • Portfolio Manager — Ultimately responsible for the performance and the day to day operation of a fund or asset management vehicle.
  • Fixed Income Vice President (Fixed Income VP)


  • Email Support

  • 1-800-GO-TO-XAP (1-800-468-6927)
    From outside the U.S., please call +1 (424) 750-3900


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OCAP believes that financial literacy and understanding the financial aid process are critical aspects of college planning and student success. OCAP staff who work with students, parents, educators and community partners in the areas of personal finance education, state and federal financial aid, and student loan management do not provide financial, investment, legal, and/or tax advice. This website and all information provided is for general educational purposes only, and is not intended to be construed as financial, investment, legal, and/or tax advice.