O*NET-SOC 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.
From O*NET 30.3
Tasks
From O*NET 30.3, by importance, as O*NET OnLine lists them
Free · O*NET 30.3- Manage investment funds to maximize return on client investments.Core15678
- Select specific investments or investment mixes for purchase by an investment fund.Core15679
- Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.Core15669
- Select or direct the execution of trades.Core15676
- Develop or implement fund investment policies or strategies.Core15675
- Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.Core15667
- Present investment information, such as product risks, fees, or fund performance statistics.Core15668
- Develop, implement, or monitor security valuation policies.Core15664
- Meet with investors to determine investment goals or to discuss investment strategies.Core15671
- Attend investment briefings or consult financial media to stay abreast of relevant investment markets.Core15665
- Prepare for and respond to regulatory inquiries.Core15660
- Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential.Core15674
- Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements.Supplemental15677
- Hire or evaluate staff.Core15662
- Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities.Core15670
- Verify regulatory compliance of transaction reporting.Supplemental15661
- Review offering documents or marketing materials to ensure regulatory compliance.Supplemental15666
- Develop or direct development of offering documents or marketing materials.Core15673
- Identify group or individual target investors for a specific fund.Supplemental15672
- Direct activities of accounting or operations departments.Supplemental15663
Technology Skills
From O*NET 30.3, 24 examples in 17 categories, 13 Hot Technology
Free · O*NET 30.3Computer aided design CAD software
- Autodesk AutoCAD Blue Sky
Accounting software
- Financial accounting software
Data base user interface and query software
- Microsoft AccessHot Technology
- Structured query language SQLHot Technology
Spreadsheet software
- Microsoft ExcelHot TechnologyIn Demand
Map creation software
- Microsoft MapPoint
Office suite software
- Microsoft Office softwareHot TechnologyIn Demand
Electronic mail software
- Microsoft OutlookHot Technology
Business intelligence and data analysis software
- Microsoft Power BIHot Technology
- TableauHot Technology
Presentation software
- Microsoft PowerPointHot TechnologyIn Demand
Project management software
- Microsoft ProjectHot Technology
Process mapping and design software
- Microsoft VisioHot Technology
Word processing software
- Microsoft WordHot Technology
Enterprise resource planning ERP software
- Oracle Hyperion
- SAP softwareHot Technology
Financial analysis software
- Oracle Hyperion Planning
- Portfolio analysis software
- SunGard Financial Systems AddVantage
Document management software
- ReadSoft
Analytical or scientific software
- Risk analysis software
- SASHot Technology
- Statistical analysis software
Internet browser software
- Web browser software
Detailed Work Activities
From O*NET 30.3, under their work activities; open one for the AI skills Workforce Automation maps to it
Free · O*NET 30.3Monitoring Processes, Materials, or Surroundings
Monitor organizational procedures to ensure proper functioning.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Monitor financial activities.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Monitor financial indicators.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 5 of 9 AI skills mapped to this activity, by automation level
- Replaces 1
- Augments 2
- Supports 1
- Informs 5
- Token tamer ai api cost controlclaudeskills.infoReplaces
- Macro rates monitoranthropics/financial-services-plugins2,303 installsAugmentsGen Agent Trust Hub PassRunlayer PassSnyk PassSocket Pass
- metrics-dashboardphuryn/pm-skills3,003 installsAugmentsGen Agent Trust Hub PassRunlayer PassSnyk PassSocket PassZeroLeaks Pass
- Founder osclaudeskills.infoSupports
- Crypto toolsclaudeskills.infoInforms
Monitor external affairs or events affecting business operations.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Determine operational compliance with regulations or standards.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Identifying Objects, Actions, and Events
Identify potential customers.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Judging the Qualities of Objects, Services, or People
Evaluate employee performance.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Evaluate potential of products, technologies, or resources.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Evaluating Information to Determine Compliance with Standards
Examine marketing materials to ensure compliance with policies or regulations.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Examine financial records to ensure compliance with policies or regulations.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Analyzing Data or Information
Analyze forecasting data to improve business decisions.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Making Decisions and Solving Problems
Approve expenditures.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Implement organizational process or policy changes.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Thinking Creatively
Develop promotional materials.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Updating and Using Relevant Knowledge
Maintain knowledge of current developments in area of expertise.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Developing Objectives and Strategies
Develop organizational policies or programs.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Interpreting the Meaning of Information for Others
Communicate organizational information to customers or other stakeholders.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Coordinating the Work and Activities of Others
Coordinate with external parties to exchange information.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Guiding, Directing, and Motivating Subordinates
Direct financial operations.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Direct sales, marketing, or customer service activities.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Direct organizational operations, projects, or services.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Providing Consultation and Advice to Others
Advise others on business or operational matters.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Staffing Organizational Units
Hire personnel.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Job Zone
From O*NET 30.3
Free · O*NET 30.3Job Zone Five: Extensive Preparation Needed
Workforce Automation analysis, not part of the source
WFA coverage: AI skills for this job
WFA · Part of the paid plan when accounts openPilot mapping: these skill links come from our seed list and haven’t been reviewed yet. Expect them to change as each one is checked.
Equivalents
NICE work roles, with their DCWF equivalents
Mapped to this job by the ETO-CSET NICE/O*NET crosswalk (2024); roles from NICE Framework Components v2.2.0, DCWF equivalents from DoD DCWF Tool v5.3 (2026-09-25)
Free · NICE Framework Components v2.2.0 and DoD DCWF Tool v5.3 (2026-09-25)No NICE work role maps to this job.