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Investment Fund Managers - 11-3031.03

O*NET-SOC Description

Plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.

Sample of Reported Job Titles

  • Fixed Income Portfolio Manager
  • Fixed Income Vice President (Fixed Income VP)
  • Investment Analysis Vice President (Investment Analysis VP)
  • Portfolio Manager

SOC Occupation Groups

11-0000 Management Occupations
11-3000 Operations Specialties Managers
11-3030 Financial Managers
11-3031.00 Financial Managers
11-3031.03 Investment Fund Managers

Related Occupations


  • 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.
  • Develop or direct development of offering documents or marketing materials.
  • Develop or implement fund investment policies or strategies.
  • Develop, implement, or monitor security valuation policies.
  • Direct activities of accounting or operations departments.
  • 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.
  • Identify group or individual target investors for a specific fund.
  • 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 regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities.
  • Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.
  • Prepare for and respond to regulatory inquiries.
  • Present investment information, such as product risks, fees, or fund performance statistics.
  • Review offering documents or marketing materials to ensure regulatory compliance.
  • Select or direct the execution of trades.
  • Select specific investments or investment mixes for purchase by an investment fund.
  • Verify regulatory compliance of transaction reporting.

Detailed Work Activities

  • Advise others on business or operational matters.
  • Analyze forecasting data to improve business decisions.
  • Approve expenditures.
  • Communicate organizational information to customers or other stakeholders.
  • Coordinate with external parties to exchange information.
  • Determine operational compliance with regulations or standards.
  • Develop organizational policies or programs.
  • Develop promotional materials.
  • Direct financial operations.
  • Direct organizational operations, projects, or services.
  • Direct sales, marketing, or customer service activities.
  • Evaluate employee performance.
  • Evaluate potential of products, technologies, or resources.
  • Examine financial records to ensure compliance with policies or regulations.
  • Examine marketing materials to ensure compliance with policies or regulations.
  • Hire personnel.
  • Identify potential customers.
  • Implement organizational process or policy changes.
  • Maintain knowledge of current developments in area of expertise.
  • Monitor external affairs or events affecting business operations.
  • Monitor financial activities.
  • Monitor financial indicators.
  • Monitor organizational procedures to ensure proper functioning.

Military Crosswalk Titles

  • Financial Management (Air Force - Commissioned Officer only)

Apprenticeship Crosswalk Titles

No information available.

DOT Crosswalk Titles

No information available.