# 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.

- Code: 11-3031.03 (O*NET-SOC; SOC 2018 11-3031)
- Family: [Management](https://foundation.org.ai/occupations#family-11), one of its 59 occupations
- Tasks: 20 tasks (15 core and 5 supplemental)
- Page: https://foundation.org.ai/occupations/11-3031.03
- JSON: https://foundation.org.ai/data/tasks/11-3031.03.json

## What the work is made of

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

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## Where this comes from

Quoted from O*NET 29.0, U.S. Department of Labor, Employment and Training Administration, under CC BY 4.0: free to copy and reuse, with credit. Nothing on this page is written by the Org.AI Foundation.
