Accounting and finance

How to become an investment fund manager

Official title: Investment fund manager

Also called: Financial investment manager, Investment manager, Investment director, Portfolio manager, Funds manager, Investment officer, Investment consultant

Investment fund managers provide financial advice and invest and manage money and property for clients to create income and profit.

Main tasks

Manage and invest money to create wealth
Provide financial advice to clients
Assess and manage financial risks
Make decisions about investments
Manage financial forecasting and planning
Monitor and report on financial trends
Make sure policies and laws are followed
Manage and support finance teams

How to become one

You usually need a qualification and experience to become an investment fund manager. You usually need NCEA Level 3 to do the study or training for this job. Other requirements: a relevant tertiary qualification in banking and finance or similar area; experience in similar work; to be an associate member or Chartered Financial Analyst of CFA Society New Zealand.

See the full Tahatū profile

Ways in

University: Business & Commerce degrees, Offered by 6 universities in New Zealand

Pay · Past change · AI and this job

Most common pay: $105,000 to $239,000 a year (median $154,000), a TEC estimate before tax.
Lower: $75,000 a year · Upper: $404,000 a year
TEC's pay figures are estimates only. TEC says they must not be used to set pay, in pay negotiations or in visa applications.
Change in the number of people doing this job between the 2018 and 2023 Censuses: Increase (TEC). This is past change, not a forecast.
People employed in the group Financial Investment Advisers and Managers: 6,276 at the 2018 Census and 7,452 at the 2023 Census (+18.7%). Past change, not a forecast.
Generative AI could change many tasks in this job, which usually reshapes the work more than it replaces it, by the ILO's global estimate.

Who does this work

About 1,600 people did this job at the 2023 Census (TEC).
In the group Financial Investment Advisers and Managers, 46% of workers are female (sex at birth, 2023 Census).
Where people in the group Financial Investment Advisers and Managers work (2023 Census): Auckland 42.3%, Wellington 14.8%, and Canterbury 13%.

Questions people ask

How do I become an investment fund manager?

How much does an investment fund manager earn in New Zealand?

The Tertiary Education Commission estimates median pay at $154,000 a year, before tax. Most common pay is $105,000 to $239,000 a year.

Has the number of people working as an investment fund manager grown in New Zealand?

It has grown: TEC records an increase in the number of people doing this job between the 2018 and 2023 Censuses. This is past change, not a forecast.

Will AI change the work of an investment fund manager?

Generative AI could change many tasks in this job, which usually reshapes the work more than it replaces it, by the ILO's global estimate.

Sources

Tertiary Education Commission (Tahatu Career Navigator): Tahatu career ideas: descriptions, tasks, pay estimates, people employed, employment change 2018 to 2023, entry requirements, registration, interest scores (Site scrape 2026-10 (816 career ideas, sitemap lastmod 2026-10-01)), CC BY 4.0, retrieved 4 October 2026
Stats NZ (via Figure.NZ): Census totals by topic for individuals 2013, 2018, 2023 (CEN23_TBT_004): employed by occupation, ANZSCO V1.3, summed to unit group (2023 Census (CEN23_TBT_004)), CC BY 4.0 (Stats NZ), CC BY 3.0 NZ (Figure.NZ), retrieved 4 October 2026
Stats NZ (via Figure.NZ): Census 2023: employed by regional council, occupation (ANZSCO V1.3 unit group) and sex at birth (2023 Census), CC BY 4.0 (Stats NZ), CC BY 3.0 NZ (Figure.NZ), retrieved 4 October 2026
International Labour Organization, Generative AI and Jobs: A Refined Global Index of Occupational Exposure (ILO Working Paper 140, Gmyrek et al.) (ILO Working Paper 140, May 2025, Annex Table A1), CC BY 4.0, retrieved 4 October 2026

This content is sourced from the Tertiary Education Commission through the Tahatū Career Navigator website (www.tahatu.govt.nz) and used under the CC BY 4.0 licence. All or some of the information has been modified by Peernovo. TEC has not approved, endorsed or tested these modifications. TEC will not be held accountable for any errors within this content.

Qualification information from NZQA, used under CC BY 3.0 NZ.

This work is based on/includes Stats NZ's data which are licensed by Stats NZ for reuse under the Creative Commons Attribution 4.0 International licence. Census data via Figure.NZ.

Includes information from O*NET OnLine by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license. O*NET is a trademark of USDOL/ETA. USDOL/ETA has not approved, endorsed, or tested these modifications.

Sources: Tertiary Education Commission, Tahatū Career Navigator (career ideas, pay estimates, entry requirements and study options, CC BY 4.0, modified by Peernovo); Stats NZ, 2023 Census (via Figure.NZ) and the National Occupation List (CC BY 4.0); NZQA qualification information (CC BY 3.0 NZ); O*NET interest scores (CC BY 4.0); ILO global generative AI exposure index (CC BY 4.0). Links between career ideas and ANZSCO groups, degree fields and broad job groups are Peernovo's.

These results are not official statistics. They have been created for research purposes from the Integrated Data Infrastructure (IDI), which is carefully managed by Stats NZ.

Graduate outcomes: these results are not official statistics. They have been created for research purposes from the Integrated Data Infrastructure (IDI), which is carefully managed by Stats NZ.

Updated 4 October 2026