What does an Investment Fund Manager do?
Investment fund manager responsibilities
Here are examples of responsibilities from real investment fund manager resumes:
- Allocate and manage personal, family and friend's funds utilizing equities, fixed-income, options and futures.
- Manage investment portfolio traders, execute debt issuance and execute derivative market activity.
- Manage short term interest rate risk management utilizing basis swaps to modify portfolio duration.
- Course focuse first on securities analysis and then hands-on management of the portfolio.
- Facilitate accurate and timely NAV and dividend rate dissemination while ensuring adherence to establish policies and client specific procedures.
- Adjust sector exposure to express personal macro views, selecting single stocks within sector base on fundamental analysis and technical indicators.
- Prepare and review daily, monthly and quarterly net asset values and PNL.
- Develop quantitative cross asset arbitrage models base off of inter-asset correlations.
- Develop and back-test models for analyzing statistically-advantage derivative strategies.
Investment fund manager skills and personality traits
We calculated that 18% of Investment Fund Managers are proficient in Investment Management, Securities, and Financial Statements. They’re also known for soft skills such as Organizational skills, Analytical skills, and Communication skills.
We break down the percentage of Investment Fund Managers that have these skills listed on their resume here:
- Investment Management, 18%
Analyzed derivative instruments and derivative-related investment management strategies to increase portfolio returns and reduce risk based on real time market changes.
- Securities, 15%
Top down analysis of securities by sector Comprehensive research and stock presentation Overview of economic indicators and market performance benchmarking.
- Financial Statements, 11%
Maintained and analyzed accurate operating/financial statements.
- Mutual Funds, 7%
Created breakpoint fee structures for the mutual funds to share economic economies of scale with shareholders.
- Investment Fund, 7%
Defined strategy, positioning, and investment criteria for a new early stage technology investment fund.
- Portfolio Management, 5%
Led annual budget process and enterprise prioritization process for NAD IT organization and led implementation of Project Portfolio Management system.
Most investment fund managers use their skills in "investment management," "securities," and "financial statements" to do their jobs. You can find more detail on essential investment fund manager responsibilities here:
Organizational skills. The most essential soft skill for an investment fund manager to carry out their responsibilities is organizational skills. This skill is important for the role because "because financial managers deal with a range of information and documents, they must have structures in place to be effective in their work." Additionally, an investment fund manager resume shows how their duties depend on organizational skills: "developed risk management, capacity building and communications plans to implement organizational change. "
Analytical skills. Another essential skill to perform investment fund manager duties is analytical skills. Investment fund managers responsibilities require that "to assist executives in making decisions, financial managers need to evaluate data and information that affects their organization." Investment fund managers also use analytical skills in their role according to a real resume snippet: "developed an excellent working knowledge of both active equity strategies and capital markets utilizing financial, cyclical, and technical analysis. "
Communication skills. Another skill that relates to the job responsibilities of investment fund managers is communication skills. This skill is critical to many everyday investment fund manager duties, as "financial managers must be able to explain and justify complex financial transactions." This example from a resume shows how this skill is used: "solidified client relationships through regular communication. "
Detail oriented. investment fund manager responsibilities often require "detail oriented." The duties that rely on this skill are shown by the fact that "in preparing and analyzing reports, such as balance sheets and income statements, financial managers must be precise and attentive to their work in order to avoid errors." This resume example shows what investment fund managers do with detail oriented on a typical day: "prepare detailed budgets and financial reports for 14 commercial retail properties. "
Math skills. A commonly-found skill in investment fund manager job descriptions, "math skills" is essential to what investment fund managers do. Investment fund manager responsibilities rely on this skill because "financial managers need strong skills in certain branches of mathematics, including algebra." You can also see how investment fund manager duties rely on math skills in this resume example: "instituted robust investment process utilizing both qualitative and quantitative analyses to comprehensively evaluate existing investments and new managers. "
The three companies that hire the most investment fund managers are:
- Weaver5 investment fund managers jobs
- Wells Fargo4 investment fund managers jobs
- Andersen4 investment fund managers jobs
Compare different investment fund managers
Investment fund manager vs. Portfolio manager
A portfolio manager is responsible for managing the clients' investment portfolios to advise them of the best investment plans to achieve their financial goals and objectives. Portfolio managers determine the most suitable options by evaluating the clients' credit score and risk potential and the client's financial background. A portfolio manager should be highly knowledgeable and updated with the recent financial industry changes to decide on investment plans with maximum returns.
While similarities exist, there are also some differences between investment fund managers and portfolio manager. For instance, investment fund manager responsibilities require skills such as "investment management," "mutual funds," "investment fund," and "gaap." Whereas a portfolio manager is skilled in "customer service," "risk management," "project management," and "excellent interpersonal." This is part of what separates the two careers.
The education levels that portfolio managers earn slightly differ from investment fund managers. In particular, portfolio managers are 3.1% less likely to graduate with a Master's Degree than an investment fund manager. Additionally, they're 0.3% less likely to earn a Doctoral Degree.Investment fund manager vs. Investment associate
An investment associate's primary role is to review a company's financial data, recommend investment strategies, oversee the distribution of stocks, and calculate possible risks for business mergers. They also serve as a mediator during agreements between companies during takeovers, monitors stock inventory, sell stocks, and details all financial transactions. In the course of these responsibilities, an investment associate provides administrative support and timely response to client requests as needed, acting as an additional point of communication for clients.
Each career also uses different skills, according to real investment fund manager resumes. While investment fund manager responsibilities can utilize skills like "investment management," "investment fund," "portfolio management," and "asset management," investment associates use skills like "powerpoint," "customer service," "client service," and "due diligence."
In general, investment associates achieve lower levels of education than investment fund managers. They're 7.3% less likely to obtain a Master's Degree while being 0.3% less likely to earn a Doctoral Degree.Investment fund manager vs. Mutual fund manager
A mutual fund manager implements a company's investing strategy and manages its portfolio trading activities. The responsibilities of this position include picking which assets will be purchased, managing analysts, conducting research on investment opportunities, and overseeing mutual funds or pensions. Any person interested in this position needs significant management experience, knowledge of financial markets, and a finance-related professional certification.
There are many key differences between these two careers, including some of the skills required to perform responsibilities within each role. For example, an investment fund manager is likely to be skilled in "investment management," "investment fund," "portfolio management," and "anti-money laundering," while a typical mutual fund manager is skilled in "portfolio," "payroll," "oversight," and "ledgers."
Mutual fund managers typically earn lower educational levels compared to investment fund managers. Specifically, they're 7.6% less likely to graduate with a Master's Degree, and 1.3% less likely to earn a Doctoral Degree.Investment fund manager vs. Pension fund manager
Types of investment fund manager
Updated January 8, 2025
