Details Report for:
11-9199.03 - 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.
This title represents an occupation for which data collection is currently underway.
Tasks | Interests | Work Values | Education | Wages & Employment
Tasks Save Table (XLS/CSV)
- Manage investment funds to maximize return on client investments.
- Select specific investments or investment mixes for purchase by an investment fund.
- Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements.
- Select and direct the execution of trades.
- Develop and implement fund investment policies and strategies.
- Develop, or direct development of, offering documents or marketing materials.
- Evaluate the potential of new product developments or market opportunities according to factors such as business plans, technologies, and market potential.
- Identify group and individual target investors for a specific fund.
- Meet with investors to determine investment goals or to discuss investment strategies.
- Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities.
- Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.
- Present investment information, such as product risks, fees, and fund performance statistics.
- Perform or evaluate research, such as detailed company and industry analyses, to inform financial forecasting, decision making, or valuation.
- Review offering documents or marketing materials to ensure regulatory compliance.
- Attend investment briefings or consult financial media to stay abreast of relevant investment markets.
- Develop, implement, or monitor security valuation policies.
- Direct activities of accounting or operations departments.
- Hire and evaluate staff.
- Prepare for and respond to regulatory inquiries.
- Verify regulatory compliance of transaction reporting.
Interests Save Table (XLS/CSV)
 Occupational Interest |
Interest |
|
|---|---|---|
100   |
Enterprising — Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business. | |
| 61 |
Conventional — Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow. | |
| 28 |
Social — Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others. | |
| 11 |
Investigative — Investigative occupations frequently involve working with ideas, and require an extensive amount of thinking. These occupations can involve searching for facts and figuring out problems mentally. | |
| 0 |
Artistic — Artistic occupations frequently involve working with forms, designs and patterns. They often require self-expression and the work can be done without following a clear set of rules. | |
| 0 |
Realistic — Realistic occupations frequently involve work activities that include practical, hands-on problems and solutions. They often deal with plants, animals, and real-world materials like wood, tools, and machinery. Many of the occupations require working outside, and do not involve a lot of paperwork or working closely with others. | |
Work Values Save Table (XLS/CSV)
Extent |
Work Value |
|
|---|---|---|
| 83 |
Achievement — Occupations that satisfy this work value are results oriented and allow employees to use their strongest abilities, giving them a feeling of accomplishment. Corresponding needs are Ability Utilization and Achievement. | |
| 78 |
Recognition — Occupations that satisfy this work value offer advancement, potential for leadership, and are often considered prestigious. Corresponding needs are Advancement, Authority, Recognition and Social Status. | |
| 72 |
Independence — Occupations that satisfy this work value allow employs to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy. | |
| 72 |
Working Conditions — Occupations that satisfy this work value offer job security and good working conditions. Corresponding needs are Activity, Compensation, Independence, Security, Variety and Working Conditions. | |
| 67 |
Relationships — Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service. | |
| 56 |
Support — Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical. | |
Education
Education data collected from Managers, All Other.
Percentage of Respondents |
Education Level Attained |
|---|---|
| 55 |
Bachelor's degree or higher |
| 27 |
Some college |
| 17 |
High school or less |
Source: Bureau of Labor Statistics
survey of employees aged 25-44.
Wages & Employment Trends
National
Median wages data collected from Managers, All Other.
Employment data collected from Managers, All Other.
| Category | Occupation Information |
|---|---|
| Median wages (2008) | $43.38 hourly, $90,230 annual |
| Employment (2006) | 870,000 employees |
| Projected growth (2006-2016) | 
Average (7% to 13%)
|
| Projected need (2006-2016) | 233,000 additional employees |
State & National
Source: Bureau of Labor Statistics 2008 wage data
and 2006-2016 employment projections
.
"Projected growth" represents the estimated change in total employment over the projections period (2006-2016). "Projected need" represents job openings due to growth and net replacement.