Jobs / Management and business operations / 11-3031.03
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.
- US jobs
- 841,710 (SOC 11-3031 group, "Financial Managers")
- Median wage
- $166,570 a year
- Job family
- Management and business operations
Can agents do the work of investment fund managers?
We read the evidence for the whole job family, Management and business operations: Some tasks (first measured in the last 12 months)
Agents complete 20% or more of the tasks (or projects) on a direct benchmark.
Evidence: SOP-Bench, 72.4% of tasks completed.
2% of this occupation's work, by O*NET work activities, is measured by a direct benchmark (figures for the SOC 11-3031 group).
- 13%Manage budgets or financesNot measured
- 9%Analyze business or financial dataNot measured
- 8%Advise others on business or operational mattersNot measured
- 7%Develop professional relationships or networksNot measured
- 6%Monitor financial data or activitiesNot measured
- 6%Develop organizational policies, systems, or processesNot measured
- 4%Perform recruiting or hiring activitiesNot measured
- 4%Authorize business activities or transactionsNot measured
Benchmarks for the job family
These cover work in management and business operations, not always this occupation's tasks.
Direct evidence
Work benchmarks mapped primary to this family. They set the step when they report how many tasks agents complete.
Also relevant
These benchmarks cover part of this family's work, or have no result yet. They do not set its step.
- 45.9%Claude Opus 4.6 · 16 Mar 2026Emerging
- 64.8%Claude Code + Opus 5.5 (max) · 6 Oct 2026Strong
Context only
These benchmarks span many occupations, or they test how agents behave. They give context but do not set the step.
- 42.9%TTE-MatrixAgent + DeepSeek-V3.2 · 10 Nov 2025Emerging
Typical tasks
From O*NET 31.0. Core tasks first. Few of these tasks have a benchmark today.
- Manage investment funds to maximize return on client investments.
- Select specific investments or investment mixes for purchase by an investment fund.
- Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.
- Select or direct the execution of trades.
- Develop or implement fund investment policies or strategies.
- Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.
- Present investment information, such as product risks, fees, or fund performance statistics.
- Develop, implement, or monitor security valuation policies.
- Meet with investors to determine investment goals or to discuss investment strategies.
- Attend investment briefings or consult financial media to stay abreast of relevant investment markets.
- Prepare for and respond to regulatory inquiries.
- Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential.
Other job titles for this occupation (23)
Fixed Income Portfolio Manager · Fixed Income Vice President (Fixed Income VP) · Investment Analysis Vice President (Investment Analysis VP) · Portfolio Manager · Annual Fund Manager · Asset Management Manager · Asset Management Project Manager · Asset Manager · Digital Asset Manager · Financial Planning and Analysis Finance Manager · Financial Planning and Analysis Manager · Financial Planning Director · Financial Planning Manager · Fund Administrator (Fund Admin) · Hedge Fund Manager · Institutional Asset Manager · Investment Banking Director · Investment Fund Manager · Investment Manager · Investments Manager · Mutual Fund Manager · Pension Fund Manager · Wealth Manager