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.
Most important skills
- Reading Comprehension
- Active Listening
- Critical Thinking
- Speaking
- Judgment and Decision Making
- Active Learning
- Complex Problem Solving
- Writing
Key knowledge
- Economics and Accounting
- English Language
- Mathematics
- Customer and Personal Service
- Administration and Management
- Law and Government
- Computers and Electronics
- Sales and Marketing
What the work involves
- Prepare for and respond to regulatory inquiries.
- Hire or evaluate staff.
- Develop, implement, or monitor security valuation policies.
- Attend investment briefings or consult financial media to stay abreast of relevant investment markets.
- 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.
- 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.
Strongest interest areas (O*NET): Enterprising, Conventional, Investigative.
Qualifications and licensing
- Most common education
- Master's Degree (63.3% of respondents)
- Related experience
- Over 8 years, up to and including 10 years (28.4%)
- On-the-job training
- Over 6 months, up to and including 1 year (28.6%)
- Preparation level
- O*NET job zone 5: Job Zone Five: Extensive Preparation Needed
- Licensing
- Not yet verified. Check your state licensing board.
Check before planning
- Licensing for Investment Fund Managers is not yet verified for any state: check the state licensing board before planning.
- Projection education uses SOC 11-3031 (detailed_parent); it may describe a broader group.
Limits
- Distributions show what current workers or occupational experts report, not legal minimums.
- Requirements vary by employer and state; time to qualify is not estimated.
Source: O*NET 31.0 Database (USDOL/ETA, CC BY 4.0); BLS Employment Projections · dataset 2026.10.8 · method e3-qualification-1.0.0
Work environment
How the typical conditions of this occupation compare with 911 occupations in O*NET (very low = the lowest fifth).
Levels are relative. Most occupations involve a lot of contact with people, for example, so “very low” can still mean regular contact; the last column shows what workers actually reported.
| Condition | Level | Compared with other occupations | Most common answer (O*NET survey) |
|---|---|---|---|
| Contact with others | Low | Lower on contact with others than 63% of occupations compared | 51% of surveyed respondents chose “Constant contact with others” |
| Dealing with the public | Moderate | Lower on dealing with the public than 57% of occupations compared | 29% of surveyed respondents chose “Extremely important” |
| Teamwork | Low | Lower on teamwork than 72% of occupations compared | 47% of surveyed respondents chose “Extremely important” |
| Freedom to make decisions | Very high | Higher on freedom to make decisions than 83% of occupations compared | 63% of surveyed respondents chose “A lot of freedom” |
| Time pressure | High | Higher on time pressure than 62% of occupations compared | 40% of surveyed respondents chose “Every day” |
| Conflict situations | Moderate | Higher on conflict situations than 55% of occupations compared | 35% of surveyed respondents chose “Once a year or more but not every month” |
| Dealing with unpleasant or angry people | Moderate | Lower on dealing with unpleasant or angry people than 59% of occupations compared | 50% of surveyed respondents chose “Once a year or more but not every month” |
| Consequence of error | Very high | Higher on consequence of error than 81% of occupations compared | 32% of surveyed respondents chose “Extremely serious” |
Work-pressure profile
- Time pressure: high
- Conflict situations: moderate
- Dealing with unpleasant or angry people: moderate
- Consequence of error: very high
Each part is shown on its own. There is no combined stress score, and conditions vary by employer and role.
Full answer distributions
Contact with others
- No contact with others: 0%
- Occasional contact with others: 0%
- Contact with others about half the time: 28%
- Contact with others most of the time: 20.83%
- Constant contact with others: 51.17%
n = 29, Incumbent 07/2014
Dealing with the public
- Not important at all: 16.74%
- Fairly important: 20.11%
- Important: 12.77%
- Very important: 21.77%
- Extremely important: 28.62%
n = 29, Incumbent 07/2014
Teamwork
- Not important at all: 6.44%
- Fairly important: 12.88%
- Important: 2.9%
- Very important: 30.8%
- Extremely important: 46.97%
n = 29, Incumbent 07/2014
Freedom to make decisions
- No freedom: 0%
- Very little freedom: 0%
- Limited freedom: 10.77%
- Some freedom: 25.75%
- A lot of freedom: 63.48%
n = 29, Incumbent 07/2014
Time pressure
- Never: 0%
- Once a year or more but not every month: 11.57%
- Once a month or more but not every week: 16.16%
- Once a week or more but not every day: 32.11%
- Every day: 40.15%
n = 29, Incumbent 07/2014
Conflict situations
- Never: 12.28%
- Once a year or more but not every month: 35.15%
- Once a month or more but not every week: 21.81%
- Once a week or more but not every day: 12.19%
- Every day: 18.56%
n = 29, Incumbent 07/2014
Dealing with unpleasant or angry people
- Never: 11.78%
- Once a year or more but not every month: 50.18%
- Once a month or more but not every week: 11.32%
- Once a week or more but not every day: 17.89%
- Every day: 8.83%
n = 28, Incumbent 07/2014
Consequence of error
- Not serious at all: 5.29%
- Fairly serious: 9.32%
- Serious: 22.86%
- Very serious: 30.68%
- Extremely serious: 31.85%
n = 29, Incumbent 07/2014
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O*NET-SOC 11-3031.03 · SOC 11-3031 (detailed_parent, medium confidence) · dataset 2026.10.8