Occupations · Management

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.

O*NET 30.3 Database (USDOL/ETA) · occupation code 11-3031.03

What people in this job actually do

Ordered by how important the work is rated.

Manage investment funds to maximize return on client investments.
Select specific investments or investment mixes for purchase by an investment fund.
Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.
Select or direct the execution of trades.
Develop or implement fund investment policies or strategies.
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.
Meet with investors to determine investment goals or to discuss investment strategies.
Develop, implement, or monitor security valuation policies.
Attend investment briefings or consult financial media to stay abreast of relevant investment markets.
Prepare for and respond to regulatory inquiries.
Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential.

O*NET 30.3 task ratings, importance scale

Skills that matter most

Importance, rated 1 to 5.

Reading Comprehension4.0

Active Listening4.0

Critical Thinking4.0

Speaking3.9

Active Learning3.8

Writing3.6

Monitoring3.5

Mathematics3.4

Learning Strategies2.9

Science1.0

O*NET 30.3 skills, importance scale

Software and tools

A dot marks what O*NET flags as in demand.

Microsoft Access●Microsoft Excel●Microsoft Office software●Microsoft Outlook●Microsoft Power BI●Microsoft PowerPoint●Microsoft Project●Microsoft Visio●Microsoft Word●SAP software●SAS●Structured query language SQL●Tableau●Autodesk AutoCAD Blue SkyFinancial accounting softwareMicrosoft MapPointOracle HyperionOracle Hyperion PlanningPortfolio analysis softwareReadSoftRisk analysis softwareStatistical analysis softwareSunGard Financial Systems AddVantageWeb browser software

O*NET 30.3 software skills · hot-technology flag

What this work is actually like

Conditions rated against the average across all occupations — only what makes this job different is listed.

5 / 5Extensive preparation — graduate school, and often a licence on top.

O*NET 30.3 Job Zones

Working conditions that stand out

Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets−2.0 below average

Health and Safety of Other Workers−1.6 below average

Spend Time Sitting+1.6 above average

Exposed to Contaminants−1.6 below average

Level of Competition+1.5 above average

Spend Time Standing−1.4 below average

Spend Time Bending or Twisting Your Body−1.3 below average

O*NET 30.3 work context, frequency scale · observed 2014-07

How people actually get in

Share of workers by the education they hold.

Master's Degree63%

Bachelor's Degree33%

Post-Master's Certificate - awarded for completion of an organized program of study; designed for people who have completed a Master's degree but do not meet the requirements of academic degrees at the doctoral level.2%

First Professional Degree - awarded for completion of a program that: requires at least 2 years of college work before entrance into the program, includes a total of at least 6 academic years of work to complete, and provides all remaining academic requirements to begin practice in a profession.2%

O*NET 30.2 education, training and experience · observed 2014-07

What kind of person the work suits

Occupational interest profile, rated 1 to 7.

Enterprising7.0

Conventional5.2

Investigative3.8

O*NET 30.2 occupational interests (RIASEC)

What you take with you

Skills rated for how well they transfer into other occupations.

Judgment and Decision Making3.9

Complex Problem Solving3.8

Systems Analysis3.4

Systems Evaluation3.2

Time Management3.2

Coordination3.1

Persuasion3.1

Social Perceptiveness3.0

O*NET 30.3 transferable skills, importance scale

Knowledge the work draws on

Economics and AccountingEnglish LanguageMathematicsCustomer and Personal ServiceAdministration and ManagementLaw and Government

Abilities it leans on

Deductive ReasoningOral ComprehensionOral ExpressionWritten ComprehensionMathematical ReasoningInformation Ordering

O*NET 30.3 abilities and knowledge, importance scale

How this job is advertised

The same work is posted under many titles — this is what to search for.

Asset ManagerWealth ManagerPortfolio ManagerInvestment ManagerHedge Fund ManagerAnnual Fund ManagerMutual Fund ManagerInvestments ManagerPension Fund ManagerDigital Asset ManagerInvestment Fund ManagerAsset Management ManagerFinancial Planning ManagerInvestment Banking Director

O*NET 30.3 job titles reported for this occupation

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What changed since 2020

Comparing O*NET release 25.1 (2020-11-01) with 30.3 (2026-05-01). Signs, not colour alone, carry the meaning. 2 entries that were only relabelled between releases are left out.

Now listed 3

+Tableau+Microsoft Power BI+Oracle Hyperion Planning

Diff across the O*NET releases held here in full since October 2015, following occupations through merges and retirements. O*NET re-surveys occupations on a rolling cycle, so “no change” can also mean “not re-surveyed”.

O*NET 30.3 related occupations

Also called

O*NET 30.3 alternative titles

The same work in Europe

ESCO occupation	ISCO	Match
investment fund manager	2412.6	exact
investment analyst	2413.1.3	close
mutual fund broker	3311.2.3	close
asset manager	3311.1	close
investment manager	2412.5.3	close
venture capitalist	2412.11	broader

Official ESCO ↔ O*NET crosswalk (ESCO Secretariat with USDOL/ETA)

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