Investment Fund Manager: Job Description, Responsibilities & Salary

May 31, 2020

Career Definition of an Investment Fund Manager

Investment fund managers help their clients determine the best investment strategies. Their objective is to help their clients earn as much money through their investments as possible. They will meet with clients to discuss their needs and set investment goals. Their duties can also involve researching companies and investment options so that they know which investment options are most likely to be secure investments.

As part of their duties they may oversee investment purchases or trades. They also constantly check on the performance of their clients' investments to ensure that they are meeting expectations. They continue to review relevant data so that they can make informed decisions about which investments to change so that their clients' financial goals are met. It's common for investment fund managers to work for companies or clients investing large amounts of money.

Educational Requirements Bachelor's or master's degree
Job Skills Mathematical skills, analytical skills, customer service skills, communication skills, attention to detail, computer skills
Median Salary (2020)* $100,320 (investment manager)
Job Outlook (2018-2028)** 6% (financial analyst)

Sources: *; **U.S. Bureau of Labor Statistics

Required Education

Investment fund managers may be able to start their career with a bachelor's degree. According to ONet OnLine, 33% of these professionals have a bachelor's degree while 63% earned a master's degree. Common fields of study for these professionals include mathematics, finance, and business. Certification as a Chartered Financial Analyst (CFA) may be an asset to those seeking employment in this field.

Required Skills

Investment fund managers work with a lot of financial data and need to be capable of performing calculations and making earnings projections, so they need to have strong mathematical skills. They use spreadsheets and analytical software to perform their duties, so computer skills are also important. It's common for investment fund managers to meet with investors and discuss their needs and investment options, so they need to have good customer service skills and strong communication skills. They need to pay attention to details so that they consider all relevant information when making calculations and determining which opportunities to recommend to their clients.

Career Outlook and Salary

The U.S. Bureau of Labor Statistics (BLS) anticipates personal financial analysts will see job growth of 6% from 2018-2028. This is as fast as the national average job growth for all occupations during the same time period, which is expected to be 5%. According to, investment managers earned a median annual income of $100,320 in 2020.

Related Careers

There are a number of career options that involve financial investment decisions or understanding how to assess financial data. Those interested in working in the financial sector can explore comparable jobs that are linked to here.

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