How to become an Investment Fund Manager
Official title: Investment Fund Managers
Also called: Fixed Income Portfolio Manager, Fixed Income Vice President (Fixed Income VP), Investment Analysis Vice President (Investment Analysis VP), Portfolio Manager
Plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.
Main tasks
- 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.
How to become one
Financial managers typically need a bachelor's degree and 5 years or more of experience in another business or financial occupation, such as accountant , securities sales agent , or financial analyst .
Typical education to start: Bachelor's degree
Read the full guide from the U.S. Bureau of Labor Statistics
Ways in
- College: Business & Commerce degrees, Offered by 35 universities in the US
Pay · Outlook · AI and this job
- Median pay: $166,570 a year The middle half earn $125,490 to $219,980.
- About 879,700 people work in this job now, and about 964,600 are projected by 2035. (+9.7%)
- People use generative AI for relatively little of this work so far. Microsoft Research rates its AI applicability as low.
Related jobs
- Financial Managers
- Treasurers and Controllers
- Administrative Services Managers
- Facilities Managers
- Security Managers
- Computer and Information Systems Managers
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Questions people ask
How do I become an Investment Fund Manager?
Financial managers typically need a bachelor's degree and 5 years or more of experience in another business or financial occupation, such as accountant , securities sales agent , or financial analyst .
How much does an Investment Fund Manager earn in the US?
Median full-time pay is $166,570 a year (U.S. Bureau of Labor Statistics). The middle half earn $125,490 to $219,980.
Is an Investment Fund Manager a growing career in the US?
Yes. Employment is projected to grow 10% by 2035, from about 879,700 to about 964,600 people (U.S. Bureau of Labor Statistics).
Do you need a degree to become an Investment Fund Manager?
Usually. 65% of people in this job hold a bachelor's degree or higher.
Will AI change the work of an Investment Fund Manager?
People use generative AI for relatively little of this work so far. Microsoft Research rates its AI applicability as low.
Sources
- Microsoft Research: Working with AI: AI applicability by occupation (2025-12-22 (built on O*NET 29.0)), CC BY 4.0, retrieved 2026-10-03
- U.S. Bureau of Labor Statistics: Employment Projections (2025-35 (released 2026-08-27)), Public domain (BLS), retrieved 2026-10-03
- U.S. Bureau of Labor Statistics: Occupational Outlook Handbook (2025-35 edition (published 2026-08-27)), Public domain (BLS); photographs excluded, retrieved 2026-10-03
- U.S. Bureau of Labor Statistics: Occupational Employment and Wage Statistics (May 2025), Public domain (BLS), retrieved 2026-10-03
Updated 2026-10-03
This page includes information from the O*NET 31.0 Database 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.