Org.AI Foundation Partner

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.

Tasks
20 tasks15 core, 5 supplemental
Family
ManagementOne of its 59 occupations
Code
11-3031.03SOC 2018: 11-3031

Read the 20 tasks Download this record as JSON

What the work is made of

15 core tasks and 5 supplemental, each quoted as published, with the survey it came from.

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Core: central to the jobSupplemental: done by some, not all

  1. Task 1. Manage investment funds to maximize return on client investments.Core taskTask 15678Rated by 81 people who do the job, July 2014
  2. Task 2. Select specific investments or investment mixes for purchase by an investment fund.Core taskTask 15679Rated by 81 people who do the job, July 2014
  3. Task 3. Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.Core taskTask 15669Rated by 81 people who do the job, July 2014
  4. Task 4. Select or direct the execution of trades.Core taskTask 15676Rated by 81 people who do the job, July 2014
  5. Task 5. Develop or implement fund investment policies or strategies.Core taskTask 15675Rated by 81 people who do the job, July 2014
  6. Task 6. Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.Core taskTask 15667Rated by 81 people who do the job, July 2014
  7. Task 7. Present investment information, such as product risks, fees, or fund performance statistics.Core taskTask 15668Rated by 81 people who do the job, July 2014
  8. Task 8. Develop, implement, or monitor security valuation policies.Core taskTask 15664Rated by 80 people who do the job, July 2014
  9. Task 9. Meet with investors to determine investment goals or to discuss investment strategies.Core taskTask 15671Rated by 81 people who do the job, July 2014
  10. Task 10. Attend investment briefings or consult financial media to stay abreast of relevant investment markets.Core taskTask 15665Rated by 80 people who do the job, July 2014
  11. Task 11. Prepare for and respond to regulatory inquiries.Core taskTask 15660Rated by 81 people who do the job, July 2014
  12. Task 12. Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential.Core taskTask 15674Rated by 81 people who do the job, July 2014
  13. Task 13. Hire or evaluate staff.Core taskTask 15662Rated by 81 people who do the job, July 2014
  14. Task 14. Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities.Core taskTask 15670Rated by 81 people who do the job, July 2014
  15. Task 15. Develop or direct development of offering documents or marketing materials.Core taskTask 15673Rated by 81 people who do the job, July 2014
  16. Task 16. Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements.Supplemental taskTask 15677Rated by 79 people who do the job, July 2014
  17. Task 17. Verify regulatory compliance of transaction reporting.Supplemental taskTask 15661Rated by 79 people who do the job, July 2014
  18. Task 18. Review offering documents or marketing materials to ensure regulatory compliance.Supplemental taskTask 15666Rated by 80 people who do the job, July 2014
  19. Task 19. Identify group or individual target investors for a specific fund.Supplemental taskTask 15672Rated by 81 people who do the job, July 2014
  20. Task 20. Direct activities of accounting or operations departments.Supplemental taskTask 15663Rated by 81 people who do the job, July 2014

Where this comes from

Quoted from the U.S. Department of Labor, and credited. Nothing on this page is written by us.

How we copy and credit sources
  1. Published by
    O*NET 29.0, U.S. Department of LaborEmployment and Training Administration
  2. Classification
    Standard Occupational Classification 2018, 11-3031
  3. License
    CC BY 4.0Free to copy and reuse, with credit
  4. Changed by us
    Nothing.

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