{"v":"2026-11-02","dataVersion":"ONET-30.3+BLS-MAY25","code":"11-3031.03","slug":"investment-fund-managers","title":"Investment Fund Managers","alt":["Asset Manager","Investment Manager","Wealth Manager","Portfolio Manager","Hedge Fund Manager","Annual Fund Manager","Mutual Fund Manager","Pension Fund Manager","Digital Asset Manager","Asset Management Manager","Financial Planning Director","Fund Administrator"],"employment":841710,"wage":{"median":166570,"p25":125490,"p75":219980},"growthPct":14.8,"exposure":58.7,"taskCount":20,"highCount":7,"midCount":12,"lowCount":1,"aeiObserved":3,"fit":{"mix":{"none":0,"efficient":5.2,"standard":62.4,"frontier":32.4},"counts":{"none":0,"efficient":1,"standard":13,"frontier":6},"recommended":"frontier","coveragePct":100,"addressablePct":100},"tasks":[{"t":"Manage investment funds to maximize return on client investments.","imp":4.81,"exp":55,"src":"heuristic","tier":"frontier","gwa":"Guiding, Directing, and Motivating Subordinates"},{"t":"Select specific investments or investment mixes for purchase by an investment fund.","imp":4.61,"exp":55,"src":"heuristic","tier":"frontier","gwa":"Guiding, Directing, and Motivating Subordinates"},{"t":"Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.","imp":4.56,"exp":55,"src":"heuristic","tier":"standard","gwa":"Monitoring Processes, Materials, or Surroundings"},{"t":"Select or direct the execution of trades.","imp":4.48,"exp":55,"src":"heuristic","tier":"frontier","gwa":"Making Decisions and Solving Problems"},{"t":"Develop or implement fund investment policies or strategies.","imp":4.47,"exp":50,"src":"heuristic","tier":"frontier","gwa":"Making Decisions and Solving Problems"},{"t":"Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.","imp":4.38,"exp":65,"src":"heuristic","tier":"frontier","gwa":"Analyzing Data or Information","auto":0.6429,"aug":0.3571},{"t":"Present investment information, such as product risks, fees, or fund performance statistics.","imp":4.23,"exp":40,"src":"aei","tier":"efficient","gwa":"Providing Consultation and Advice to Others","auto":0.2887,"aug":0.7113},{"t":"Develop, implement, or monitor security valuation policies.","imp":4.22,"exp":50,"src":"heuristic","tier":"standard","gwa":"Monitoring Processes, Materials, or Surroundings"},{"t":"Meet with investors to determine investment goals or to discuss investment strategies.","imp":4.22,"exp":55,"src":"heuristic","tier":"standard","gwa":"Interpreting the Meaning of Information for Others"},{"t":"Attend investment briefings or consult financial media to stay abreast of relevant investment markets.","imp":4.05,"exp":60,"src":"heuristic","tier":"standard","gwa":"Updating and Using Relevant Knowledge"},{"t":"Prepare for and respond to regulatory inquiries.","imp":3.99,"exp":55,"src":"heuristic","tier":"standard","gwa":"Communicating with Supervisors, Peers, or Subordinates"},{"t":"Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential.","imp":3.79,"exp":73.53,"src":"aei","tier":"standard","gwa":"Judging the Qualities of Objects, Services, or People","auto":0.4982,"aug":0.5018},{"t":"Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements.","imp":3.79,"exp":55,"src":"heuristic","tier":"standard","gwa":"Monitoring Processes, Materials, or Surroundings"},{"t":"Hire or evaluate staff.","imp":3.76,"exp":65,"src":"heuristic","tier":"standard","gwa":"Judging the Qualities of Objects, Services, or People"},{"t":"Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities.","imp":3.72,"exp":50,"src":"heuristic","tier":"standard","gwa":"Monitoring Processes, Materials, or Surroundings"},{"t":"Verify regulatory compliance of transaction reporting.","imp":3.7,"exp":80,"src":"heuristic","tier":"standard","gwa":"Evaluating Information to Determine Compliance with Standards","auto":0.597,"aug":0.403},{"t":"Review offering documents or marketing materials to ensure regulatory compliance.","imp":3.58,"exp":65,"src":"heuristic","tier":"standard","gwa":"Evaluating Information to Determine Compliance with Standards"},{"t":"Develop or direct development of offering documents or marketing materials.","imp":3.57,"exp":89.22,"src":"aei","tier":"standard","gwa":"Thinking Creatively","auto":0.2859,"aug":0.7141},{"t":"Identify group or individual target investors for a specific fund.","imp":3.54,"exp":55,"src":"heuristic","tier":"standard","gwa":"Identifying Objects, Actions, and Events"},{"t":"Direct activities of accounting or operations departments.","imp":3.47,"exp":55,"src":"heuristic","tier":"frontier","gwa":"Guiding, Directing, and Motivating Subordinates"}],"adjacent":[{"code":"11-2033.00","slug":"fundraising-managers","title":"Fundraising Managers","overlap":0.68,"months":11,"exposure":61.2,"strong":true},{"code":"11-3031.00","slug":"financial-managers","title":"Financial Managers","overlap":0.68,"months":12,"exposure":59.3,"strong":true},{"code":"13-2051.00","slug":"financial-analyst","title":"Financial and Investment Analysts","overlap":0.62,"months":14,"exposure":57.8,"strong":false},{"code":"11-2021.00","slug":"marketing-manager","title":"Marketing Managers","overlap":0.59,"months":15,"exposure":59.2,"strong":false},{"code":"13-2052.00","slug":"personal-financial-advisors","title":"Personal Financial Advisors","overlap":0.58,"months":15,"exposure":60.8,"strong":false}]}
