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.
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
Occupation-Specific Information
Tasks
- Prepare for and respond to regulatory inquiries.
- Verify regulatory compliance of transaction reporting.
- Hire or evaluate staff.
- Direct activities of accounting or operations departments.
- Develop, implement, or monitor security valuation policies.
Technology Skills
- Accounting software:Financial accounting software
- Analytical or scientific software:Risk analysis software,SAS statistical software,Statistical analysis software
- Computer aided design CAD software:Autodesk AutoCAD Blue Sky
- Data base user interface and query software:Microsoft Access,Structured query language SQL
- Document management software:ReadSoft
Occupational Requirements
Work Activities
- Getting Information:Observing, receiving, and otherwise obtaining information from all relevant sources.
- Analyzing Data or Information:Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.
- Making Decisions and Solving Problems:Analyzing information and evaluating results to choose the best solution and solve problems.
- Processing Information:Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
- Working with Computers:Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
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.
Work Context
- Electronic Mail:100% responded"Every day"
- Telephone:92% responded"Every day"
- Indoors, Environmentally Controlled:87% responded"Every day"
- Face-to-Face Discussions:83% responded"Every day"
- Spend Time Sitting:75% responded"Continually or almost continually"
Worker Requirements
Skills
- Active Listening:Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
- Critical Thinking:Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
- Reading Comprehension:Understanding written sentences and paragraphs in work-related documents.
- Judgment and Decision Making:Considering the relative costs and benefits of potential actions to choose the most appropriate one.
- Speaking:Talking to others to convey information effectively.
Knowledge
- Economics and Accounting:Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
- English Language:Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
- Mathematics:Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
- Customer and Personal Service:Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
- Administration and Management:Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
Education
How much education does a new hire need to perform a job in this occupation? Respondents said:
- 63%Master's Degree
- 33%Bachelor's Degree
Worker Characteristics
Abilities
- Deductive Reasoning:The ability to apply general rules to specific problems to produce answers that make sense.
- Oral Comprehension:The ability to listen to and understand information and ideas presented through spoken words and sentences.
- Oral Expression:The ability to communicate information and ideas in speaking so others will understand.
- Written Comprehension:The ability to read and understand information and ideas presented in writing.
- Inductive Reasoning:The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
Interests
- 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.
- 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.
Work Values
- 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.
- 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.
- 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.
Work Styles
- Integrity:Job requires being honest and ethical.
- Analytical Thinking:Job requires analyzing information and using logic to address work-related issues and problems.
- Stress Tolerance:Job requires accepting criticism and dealing calmly and effectively with high-stress situations.
- Achievement/Effort:Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks.
- Persistence:Job requires persistence in the face of obstacles.
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