Description
Plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.
Interests
- Enterprising
- Conventional
- Investigative
Work Values
- Achievement
- Recognition
- Working Conditions
Work Styles
- Integrity
- Analytical Thinking
- Stress Tolerance
- Achievement/Effort
- Dependability
Tasks
- 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.
Work Activities
- Getting Information
- Analyzing Data or Information
- Making Decisions and Solving Problems
- Processing Information
- Working with Computers
Detailed 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.
- Identifying Objects, Actions, and Events - Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.
- Communicating with Supervisors, Peers, or Subordinates - Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.
- Communicating with People Outside the Organization - Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.
- Organizing, Planning, and Prioritizing Work - Developing specific goals and plans to prioritize, organize, and accomplish your work.
- Updating and Using Relevant Knowledge - Keeping up-to-date technically and applying new knowledge to your job.
Technology Skills
- Analytical or scientific software
- Presentation software
- Financial analysis software
- Enterprise resource planning ERP software
- Business intelligence and data analysis software
Skills
- Active Listening
- Critical Thinking
- Reading Comprehension
- Judgment and Decision Making
- Speaking
Knowledge
- Economics and Accounting
- English Language
- Mathematics
- Customer and Personal Service
- Administration and Management
Most Common Education Level
The “Most Common Education Level” refers to the level of education held by the majority of workers in a given occupation. For example, if the highest percentage of workers in a role have an Associate’s Degree, that suggests this is the typical educational requirement. Knowing this helps you plan how many years of education you may need to pursue that career.
Certificates
Certificate name
Chartered Certified Asset ManagerCertifying Organization
American Academy of Financial Management
Type
Advanced
Certificate name
Certified Chartered Portfolio ManagerCertifying Organization
American Academy of Financial Management
Type
Advanced
Certificate name
Certified Credit Union Investments ProfessionalCertifying Organization
Credit Union National Association
Type
Advanced
Certificate name
Certificate in Investment Performance Measurement - Level ICertifying Organization
CFA Institute
Type
Advanced
Certificate name
Certified in Investment Performance Measurement - Level IICertifying Organization
CFA Institute
Type
Advanced
Income Percentile
The income percentiles show how earnings are distributed within a profession. The 10th percentile means that 10% of workers earned less than that amount. The median (50th percentile) indicates that half of workers earned more, and half earned less. The 90th percentile reflects what the top 10% of earners in the field make.
| Income Percentile | Income |
|---|---|
| Low (10%) | $NaN |
| Median (50%) | $NaN |
| High (90%) | $NaN |
Income by Experience
This table shows how income typically grows with experience—from entry level (0–2 years), to mid-level (3–7 years), to senior level (8+ years).
| Experience | Income |
|---|---|
| Entry Level | $50,000 |
| Mid Level | $100,000 |
| Senior Level | $150,000 |
Employability
There are currently 837,100 jobs in this career path. Over the next 10 years, that number is expected to increase to 975,300 positions, reflecting a projected growth of 17%.
The Projected Job Growth figure refers to the expected increase or decrease in employment within a specific career field over a certain period of time.
Projected Job Growth of 17%
The career information and data on this site incorporates information from O*NET Web Services by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), with ONET® being a registered trademark of USDOL/ETA. Used under the CC BY 4.0 license. O*NET® is a trademark of USDOL/ETA; CareerOneStop, sponsored by the U.S. Department of Labor, Employment and Training Administration (DOLETA) and the Minnesota Department of Employment and Economic Development (DEED); and the U.S. Bureau of Labor Statistics (BLS).
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