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.
Also called: Equity Analyst, Investment Analyst, Portfolio Manager, Senior Investment Analyst

Knowledge:

    Business
  • accounting and economics
  • customer service
    Arts and Humanities
  • English language
    Math and Science
  • arithmetic, algebra, geometry, calculus, or statistics
    Safety and Government
  • law and government

Skills:

    Basic Skills
  • listening to others, not interrupting, and asking good questions
  • reading work related information
    Problem Solving
  • noticing a problem and figuring out the best way to solve it
    People and Technology Systems
  • thinking about the pros and cons of different options and picking the best one
  • figuring out how a system should work and how changes in the future will affect it

Abilites:

    Verbal
  • communicate by speaking
  • listen and understand what people say
    Math
  • choose the right type of math to solve a problem
  • add, subtract, multiply, or divide
    Ideas and Logic
  • use rules to solve problems
  • make general rules or come up with answers from lots of detailed information
    Visual Understanding
  • see hidden patterns

Personality:

Description: People interested in this work like activities that include leading, making decisions, and business.
    They do well at jobs that need
  • Integrity
  • Analytical Thinking
  • Stress Tolerance
  • Achievement/Effort
  • Dependability
  • Persistence

Technology:

    Analytical or scientific software
  • Risk analysis software
  • SAS
    Enterprise resource planning ERP software
  • Oracle Hyperion
  • SAP
    Financial analysis software
  • Portfolio analysis software
  • SunGard Financial Systems AddVantage

Education:

    master's degree
    bachelor's degree
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