AI exposure by occupation, O*NET 11-3031.03
Will AI replace Investment Fund Managers?
Investment Fund Managers: AI can already handle 7 of 20 tasks; the work mostly needs a frontier-tier model.
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Every task, scored
The 20 tasks O*NET 30.3 lists for Investment Fund Managers, from most to least exposed. 7 reach 60 or more, the level at which AI already handles a task.
| Task | AI exposure | Evidence | Model tier |
|---|---|---|---|
| Develop or direct development of offering documents or marketing materials. | Observed | Standard | |
| Verify regulatory compliance of transaction reporting. | Estimated | Standard | |
| Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential. | Observed | Standard | |
| Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation. | Estimated | Frontier | |
| Hire or evaluate staff. | Estimated | Standard | |
| Review offering documents or marketing materials to ensure regulatory compliance. | Estimated | Standard | |
| Attend investment briefings or consult financial media to stay abreast of relevant investment markets. | Estimated | Standard | |
| Manage investment funds to maximize return on client investments. | Estimated | Frontier | |
| Select specific investments or investment mixes for purchase by an investment fund. | Estimated | Frontier | |
| Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals. | Estimated | Standard | |
| Select or direct the execution of trades. | Estimated | Frontier | |
| Meet with investors to determine investment goals or to discuss investment strategies. | Estimated | Standard | |
| Prepare for and respond to regulatory inquiries. | Estimated | Standard | |
| Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements. | Estimated | Standard | |
| Identify group or individual target investors for a specific fund. | Estimated | Standard | |
| Direct activities of accounting or operations departments. | Estimated | Frontier | |
| Develop or implement fund investment policies or strategies. | Estimated | Frontier | |
| Develop, implement, or monitor security valuation policies. | Estimated | Standard | |
| Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities. | Estimated | Standard | |
| Present investment information, such as product risks, fees, or fund performance statistics. | Observed | Efficient |
Observed: scored from AI use recorded in the Anthropic Economic Index (June 2026 release), 3 of 20 tasks. Estimated: scored from the task's O*NET 30.3 work activity, 17 of 20. Importance is O*NET's 1 to 5 rating of how central the task is. Model tier is the lowest tier that can do the task under the published rubric; "No tier" marks hands-on work.
The model tier this role needs
A frontier-tier model or lower covers 100% of the role's importance-weighted task work. 100% of the work is something AI can address at some tier.
Efficient, standard and frontier tiers come from the JobRoute model tier reference. The recommended tier is the lowest one that covers 80% of the work AI can address. How the method works.
Wages, employment and outlook
- US employment
- 841,710
- Median annual wage
- $166,570
- Middle half of earners
- $125,490 to $219,980
- Projected change, 2024 to 2034
- +14.8%
Employment and wages: BLS Occupational Employment and Wage Statistics, May 2025, national. Projection: BLS Employment Projections 2024 to 2034. BLS publishes these figures by SOC code, so O*NET occupations that share a SOC code show the same figures.
Adjacent roles
The occupations that reuse the most of this role's skills, with the usual time to move. These are the first places to look when you plan to redeploy or retrain people in this role.
- Fundraising Managers 68% skill overlap, about 11 months to move Exposure61
- Financial Managers 68% skill overlap, about 12 months to move Exposure59
- Financial and Investment Analysts 62% skill overlap, about 14 months to move Exposure58
- Marketing Managers 59% skill overlap, about 15 months to move Exposure59
- Personal Financial Advisors 58% skill overlap, about 15 months to move Exposure61
Skill overlap and transition time from the JobRoute role adjacency graph on O*NET 30.3 skills.
Questions about Investment Fund Managers and AI
Will AI replace Investment Fund Managers?
AI already handles 7 of the 20 tasks O*NET lists for this occupation, at a task exposure of 60 or more, and the role's importance-weighted exposure is 59 out of 100. JobRoute scores tasks, not whole jobs, so the score shows how much of the work changes rather than whether the job disappears. BLS projects employment to change by +14.8% from 2024 to 2034.
What is the AI exposure of Investment Fund Managers?
59 out of 100 on JobRoute's task exposure measure, the importance-weighted average of the role's O*NET task scores. Higher means more of the work is AI-doable today. 3 of the 20 task scores are observed in the Anthropic Economic Index (June 2026 release), and the other 17 are estimated from each task's O*NET work activity.
Which Investment Fund Managers tasks can AI already do?
The tasks with the highest exposure are: Develop or direct development of offering documents or marketing materials; Verify regulatory compliance of transaction reporting; Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential. They are three of the 7 tasks that reach 60 or more.
What AI model tier does this role need?
A frontier-tier model or lower covers 100% of the role's importance-weighted task work. JobRoute assigns each task the lowest tier that can do it under a published rubric and recommends the lowest tier that covers 80% of the work AI can address.
How many people work as Investment Fund Managers, and what do they earn?
841,710 people in the United States, with a median annual wage of $166,570 (BLS Occupational Employment and Wage Statistics, May 2025). BLS Employment Projections expect a change of +14.8% from 2024 to 2034.
How to cite
Data version 2026-11-02, JobRoute method v1.0.0. Download all occupations or this occupation as JSON. Methodology.
JobRoute (2026). AI exposure: Investment Fund Managers. Data version 2026-11-02, method v1.0.0. Built on O*NET 30.3, BLS OEWS May 2025 and the Anthropic Economic Index (June 2026). CC BY 4.0. https://www.jobroute.ai/jobs/investment-fund-managers
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