Occupation Atlasinvestment fund manager
ESCO · http://data.europa.eu/esco/occupation/b95bdbed-1e7e-482a-aa73-7bdbb3e36358
investment fund manager
Investment fund managers implement and monitor the investment strategy of a fund. They manage the fund's portfolio trading activities and supervise the financial, securities, and investment analysts in charge to perform research on the investments and then make buying and selling recommendations. They make decisions on when to buy or sell the assets included in a portfolio. Investment fund managers works in a variety of settings such as banks, investment vehicles and stockbroking companies, working closely with the investment analyst. This occupation manages strategy and does not always work with relations between shareholders or investors.
Compare with another occupationCompare with investment manager
Job Zone
- 1
- 2
- 3
- 4
- 5
Zone 5: Extensive Preparation Needed
Extensive preparation. Usually a graduate degree, with extensive skill, knowledge and experience — many of these occupations expect more than five years of experience.
Job Zone is O*NET's rating of how much education, experience and training an occupation typically needs — a property of the work, not of anyone doing it.
Occupational interest profile
ECIEnterprising · Conventional · Investigative — the three strongest interests, in order
- E Enterprising6.95
- C Conventional5.21
- I Investigative3.77
- S Social2.69
- A Artistic1.65
- R Realistic1.48
RIASEC (Holland) interests on O*NET's 0–7 scale: what the work draws on, not what any individual prefers. Hover a row for what each dimension means.
Job Zone and interest data are borrowed from Investment Fund Managers (11-3031.03): in the official ESCO–O*NET crosswalk, its exact O*NET match, and the best-ranked match that has them. ESCO doesn't publish them directly.
Typically associated skills
Essential (30)
ESCO's essential and optional tags describe how its taxonomy relates a skill to this occupation. They are not the essential functions of a job under the ADA, which an employer determines for its own role.
- actuarial science
- advise on financial matters
- analyse financial performance of a company
- analyse financial risk
- analyse market financial trends
- asset management
- control financial resources
- corporate social responsibility
- create a financial plan
- develop financial products
- develop investment portfolio
- enforce financial policies
- financial analysis
- financial management
- financial markets
- financial products
- financial statements
- follow company standards
- funding methods
- investment analysis
- make investment decisions
- manage financial risk
- modern portfolio theory
- monitor stock market
- perform stock valuation
- review investment portfolios
- securities
- stock market
- strive for company growth
- trade securities
Optional (27)
- analyse loans
- banking activities
- business loans
- business valuation techniques
- communicate with banking professionals
- consult information sources
- credit control processes
- debt classification
- debt systems
- examine credit ratings
- financial forecasting
- green bonds
- impact investing
- interpret financial statements
- investment banking
- liaise with board members
- liaise with managers
- liaise with shareholders
- manage administrative systems
- manage budgets
- negotiate loan agreements
- negotiate on asset value
- obtain financial information
- plan health and safety procedures
- prepare credit reports
- social bonds
- sustainable finance
O*NET equivalents
From the official ESCO–O*NET crosswalk, strongest match first. A broader occupation takes in this one; a narrower one is a part of it.
Closest occupations
Compare any occupation →ESCO occupations that share the most of this occupation's 30 essential skills. A plain count, not a hidden score.
investment manager
20 shared · 9 more of its ownasset management, trade securities, monitor stock market, develop investment portfolio
ESCO · Compare
asset manager
17 shared · 5 more of its ownasset management, develop investment portfolio, enforce financial policies, modern portfolio theory
ESCO · Compare
investor relations manager
17 shared · 9 more of its ownenforce financial policies, investment analysis, modern portfolio theory, stock market
ESCO · Compare
insurance product manager
15 shared · 11 more of its owndevelop financial products, enforce financial policies, financial analysis, financial products
ESCO · Compare
bank manager
14 shared · 17 more of its owncontrol financial resources, enforce financial policies, investment analysis, financial analysis
ESCO · Compare
securities analyst
13 shared · 8 more of its ownasset management, monitor stock market, develop investment portfolio, investment analysis
ESCO · Compare
financial manager
13 shared · 25 more of its owncontrol financial resources, enforce financial policies, financial analysis, securities
ESCO · Compare
mutual fund broker
12 shared · 5 more of its owntrade securities, monitor stock market, develop investment portfolio, investment analysis
ESCO · Compare
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This page includes information from the O*NET 31.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license; O*NET® is a trademark of USDOL/ETA. ESCO occupations and skills are from the European Commission's ESCO classification, and the occupation crosswalk is the official ESCO–O*NET mapping by the ESCO Secretariat with USDOL/ETA. This service uses the ESCO classification of the European Commission. BlissPoint Analytics has modified all or some of this information: skill, task and descriptor ratings are rounded to one decimal, and ESCO occupations show Job Zone and interests copied from a crosswalked O*NET occupation. USDOL/ETA has not approved, endorsed, or tested these modifications.