Skills it runs on
The capabilities O*NET rates most important for this occupation — the human ground the work is built on.
See all skills →Investment Fund Managers
Occupation · SOC 11-3031.03
Plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.
Also called: 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 Director · Financial Planning Manager · Financial Planning and Analysis Finance Manager
Job family: Management Occupations
Take this to your AI
A source-stamped Markdown brief of this occupation — paste it into an agent, or fetch
/roles/role-11-3031-03/context.md directly.
AI work map
A fast read on where AI already shows up in this occupation, where it stays a copilot, where humans remain in the loop, and what the labor market is doing. Built from observed Claude.ai conversations mapped to O*NET tasks and from published research — measures of usage and exposure, not advice or predictions that the job is going away.
Market signal
Independent published positions, read together — not a forecast.
- Growing fast employment outlook (+14.8% by 2034)
- 74,600 openings/yr
- Moderate AI exposure
- Median pay $161,700/yr
- Can largely be done remotely (teleworkable)
- A reversal from 2013 — rated low automation risk then (25th), high AI task-overlap now (85th)
85th-percentile task overlap — yet about 74,600 openings a year (+14.8% projected, BLS) . What exposure means →
AI & job outlook
What today's research says about this occupation's exposure to AI, how AI is actually being used in it, and where employment is headed. These are positions within published studies — measures of exposure and usage, not predictions that this job will disappear.
Exposure to current AI
Each study uses its own scale, so the raw scores are not comparable across rows — the percentile (this job's rank among all U.S. occupations with data) is the comparable figure, and sizes the bars.
| Measure | Rank vs all occupations | Percentile | Score |
|---|---|---|---|
| Overall AI exposure (Felten et al.) High | 98th | 1.4 | |
| LLM task exposure, γ (OpenAI / Eloundou) High | 95th | 1.0 | |
| AI assistant applicability (Microsoft) Moderate | 50th | 0.1 |
OpenAI's exposure study scores tasks three ways: with a language model alone (α 0.0), with simple added tooling (β 0.5), and including AI-powered software (γ 1.0). Higher means more of the job's tasks could be done at least twice as fast — not that they will be automated away.
Most of this job's tasks can be done remotely (Dingel–Neiman), which tends to track with higher digital and AI exposure.
Historical automation estimate (2013)
A pre-LLM (2013) estimate of how automatable this job is by computerization and robotics. Shown for historical context only — it is not part of any current AI ranking.
Frey–Osborne probability 0.1 · 25th percentile among occupations · Low
How AI is actually used in this job
Among measured AI assistant conversations mapped to this occupation (Anthropic Economic Index, 2026-01-15), these task types came up most. These are shares of observed AI conversations — not shares of the job, of worker time, or of what could be automated.
| Present investment information, such as product risks, fees, or fund performance statistics. | 4.6% | |
| Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation. | 2.9% | |
| Develop or direct development of offering documents or marketing materials. | 0.8% | |
| Develop or implement fund investment policies or strategies. | 0.7% | |
| Develop, implement, or monitor security valuation policies. | 0.6% | |
| Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential. | 0.5% |
Job outlook
Independent U.S. Bureau of Labor Statistics employment projection for 2024–2034 — a labor-market forecast, not an AI-impact forecast.
| Outlook | Growing fast · +14.8% by 2034 |
| Projected annual openings | 74,600 |
| Employment 2024 → 2034 | 868,600 → 997,400 |
“Annual openings” counts new jobs plus replacements for workers who leave the occupation, so it can be large even when growth is modest.
Where this work sits on the global GenAI gradient
The ILO's 2025 global study scores generative-AI exposure on the international ISCO-08 occupation system, not US SOC. Bridged through the published (and approximate, many-to-many) IBS O*NET-SOC ↔ ISCO-08 crosswalk, this US occupation corresponds to the international 2 occupations below. Exposure here means how much of the work's tasks today's AI can attempt — task overlap, not automation, adoption, or jobs lost.
Investment Fund Managers sits at the 80th percentile of 427
occupations on the global GenAI task-exposure gradient
— exposure rose from 2023 to 2025. Each dot is one occupation; the
ringed one is this work. Exposure is task overlap, not automation or jobs lost.
43% mean task exposure (2025)
80th percentile of 427 placed occupations
+6 pts shift 2023 → 2025
| International occupation (ISCO-08) | Task exposure (2025) | Most tasks fall in |
|---|---|---|
| Financial and Insurance Services Branch managers · 1346 | 47% | Gradient 2 |
| Finance Managers · 1211 | 37% | Minimal |
Read the whole six-band gradient on the GenAI exposure gradient page. The crosswalk is approximate: a US occupation can map to several international ones, and the ILO scores describe the international occupation, not this exact US role.
Tasks
All 20 tasks O*NET lists for this occupation, ordered by importance. Each links to its own page with AI-exposure and observed-use detail.
- Manage investment funds to maximize return on client investments. Core · importance 4.8
- Select specific investments or investment mixes for purchase by an investment fund. Core · importance 4.6
- Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals. Core · importance 4.6
- Select or direct the execution of trades. Core · importance 4.5
- Develop or implement fund investment policies or strategies. Core · importance 4.5
- Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation. Core · importance 4.4
- Present investment information, such as product risks, fees, or fund performance statistics. Core · importance 4.2
- Develop, implement, or monitor security valuation policies. Core · importance 4.2
- Meet with investors to determine investment goals or to discuss investment strategies. Core · importance 4.2
- Attend investment briefings or consult financial media to stay abreast of relevant investment markets. Core · importance 4.0
- Prepare for and respond to regulatory inquiries. Core · importance 4.0
- Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements. Supplemental · importance 3.8
- Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential. Core · importance 3.8
- Hire or evaluate staff. Core · importance 3.8
- Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities. Core · importance 3.7
- Verify regulatory compliance of transaction reporting. Supplemental · importance 3.7
- Review offering documents or marketing materials to ensure regulatory compliance. Supplemental · importance 3.6
- Develop or direct development of offering documents or marketing materials. Core · importance 3.6
- Identify group or individual target investors for a specific fund. Supplemental · importance 3.5
- Direct activities of accounting or operations departments. Supplemental · importance 3.5
Work activities
- Coordinate with external parties to exchange information.
- Examine financial records to ensure compliance with policies or regulations.
- Evaluate employee performance.
- Hire personnel.
- Direct financial operations.
- Direct organizational operations, projects, or services.
- Monitor organizational procedures to ensure proper functioning.
- Implement organizational process or policy changes.
- Develop organizational policies or programs.
- Maintain knowledge of current developments in area of expertise.
- Examine marketing materials to ensure compliance with policies or regulations.
- Analyze forecasting data to improve business decisions.
- Advise others on business or operational matters.
- Monitor financial activities.
- Monitor financial indicators.
- Monitor external affairs or events affecting business operations.
- Communicate organizational information to customers or other stakeholders.
- Identify potential customers.
- Develop promotional materials.
- Direct sales, marketing, or customer service activities.
- Evaluate potential of products, technologies, or resources.
- Approve expenditures.
- Determine operational compliance with regulations or standards.
Knowledge, skills & abilities
O*NET importance rating, from 1 (not important) to 5 (extremely important).
Knowledge
| Economics and Accounting | 4.7 | |
| English Language | 4.4 | |
| Mathematics | 4.3 | |
| Customer and Personal Service | 3.7 | |
| Administration and Management | 3.2 | |
| Law and Government | 3.1 | |
| Computers and Electronics | 3.1 |
Abilities
| Deductive Reasoning | 4.1 | |
| Oral Comprehension | 4.0 | |
| Written Comprehension | 4.0 | |
| Oral Expression | 4.0 | |
| Inductive Reasoning | 3.9 | |
| Information Ordering | 3.9 | |
| Mathematical Reasoning | 3.9 | |
| Written Expression | 3.8 | |
| Problem Sensitivity | 3.8 | |
| Speech Clarity | 3.8 | |
| Number Facility | 3.6 | |
| Near Vision | 3.6 | |
| Speech Recognition | 3.5 | |
| Fluency of Ideas | 3.4 | |
| Originality | 3.4 | |
| Category Flexibility | 3.4 | |
| Flexibility of Closure | 3.4 | |
| Selective Attention | 3.1 |
Essential skills
| Reading Comprehension | 4.0 | |
| Active Listening | 4.0 | |
| Critical Thinking | 4.0 | |
| Speaking | 3.9 | |
| Active Learning | 3.8 | |
| Writing | 3.6 | |
| Monitoring | 3.5 | |
| Mathematics | 3.4 |
Transferable skills
| Judgment and Decision Making | 3.9 | |
| Complex Problem Solving | 3.8 | |
| Systems Analysis | 3.4 | |
| Systems Evaluation | 3.3 | |
| Time Management | 3.3 | |
| Coordination | 3.1 | |
| Persuasion | 3.1 |
Skills in demand
Skills employers ask for in job postings for this occupation (Lightcast), with whether each is a common or specialized skill.
Showing the top 40 of 45.
Tools & technology
Work context
How characteristic each condition is of the job, on O*NET's 1–5 context scale (higher = more present in day-to-day work). Each condition links to how it varies across all occupations.
How to get in
- Job zone
- Zone 5 — Job Zone Five: Extensive Preparation Needed
- Education
- Most of these occupations require graduate school. For example, they may require a master's degree, and some require a Ph.D., M.D., or J.D. (law degree).
- Typical entry-level education
- Bachelor's degree · BLS, the typical path — not a requirement
- Related experience
- Extensive skill, knowledge, and experience are needed for these occupations. Many require more than five years of experience. For example, surgeons must complete four years of college and an additional five to seven years of specialized medical training to be able to do their job.
- Preparation level
- SVP (8.0 and above) — total schooling plus on-the-job experience.
What to study: Business, Management, Marketing, and Related Support Services , Multi/Interdisciplinary Studies . Fields of study crosswalked to this occupation (NCES CIP–SOC), not a requirement.
Education of current workers
Share of people in this occupation at each level of education.
| Master's Degree | 63.3% | |
| Bachelor's Degree | 32.7% | |
| Post-Master's Certificate | 2.0% | |
| First Professional Degree | 2.0% |
Interests & work styles
The interests and personal qualities O*NET associates with people who do this work.
Work styles
| Attention to Detail | 10.0 | |
| Integrity | 9.0 | |
| Intellectual Curiosity | 8.0 | |
| Achievement Orientation | 7.0 | |
| Self-Control | 6.0 | |
| Stress Tolerance | 5.0 | |
| Perseverance | 4.0 |
Career interests (Holland / RIASEC)
| Enterprising | 7.0 | |
| Conventional | 5.2 | |
| Investigative | 3.8 |
Interest areas
| Finance | 6.7 | |
| Management/Administration | 6.1 | |
| Business Initiatives | 6.0 | |
| Mathematics/Statistics | 4.2 | |
| Accounting | 3.9 | |
| Sales | 3.7 |
Wages & employment
U.S. · annual wages (BLS OEWS)
| 10th percentile | $86,490 |
| 25th percentile | $118,360 |
| Median (50th) | $161,700 |
| 75th percentile | $214,210 |
| 90th percentile | — |
| People employed | 818,620 |
Wages and employment are reported by BLS for the broader occupation group this specialty belongs to (SOC 11-3031), not for the specialty alone.
Industries that employ this occupation
Where these workers are employed, by number of jobs (national, BLS OEWS). Pay shown is the occupation's national median, not industry-specific.
| Industry | Workers | National median pay |
|---|---|---|
| Finance and Insurance · Sector | 255,610 | $164,940 |
| Professional, Scientific, and Technical Services · Sector | 115,660 | $171,580 |
| Management of Companies and Enterprises · Sector | 93,210 | $169,340 |
| Manufacturing · Sector | 47,180 | $160,660 |
| Wholesale Trade · Sector | 35,120 | $156,940 |
| Health Care and Social Assistance · Sector | 33,910 | $136,680 |
| Administrative and Support and Waste Management and Remediation Services · Sector | 30,560 | $155,870 |
| Educational Services · Sector | 30,460 | $131,860 |
| Information · Sector | 23,260 | $187,400 |
| Real Estate and Rental and Leasing · Sector | 21,450 | $166,490 |
| Construction · Sector | 19,110 | $139,680 |
| Retail Trade · Sector | 19,020 | $137,390 |
Where this work is most concentrated
Industries where this occupation is far more common than in the economy as a whole. The location quotient is how many times more concentrated it is here (a value of 5 means five times its economy-wide share).
| Industry | Concentration | Workers |
|---|---|---|
| Other Electric Power Generation · National industry | 13.49× | 250 |
| Finance and Insurance · Sector | 7.73× | 255,610 |
| Management of Companies and Enterprises · Sector | 6.25× | 93,210 |
| Solar Electric Power Generation · National industry | 3.78× | 280 |
| Insurance Agencies and Brokerages · National industry | 2.83× | 14,900 |
| Direct Health and Medical Insurance Carriers · National industry | 2.75× | 6,550 |
| Wind Electric Power Generation · National industry | 2.09× | 110 |
| Professional, Scientific, and Technical Services · Sector | 2.02× | 115,660 |
Related occupations
Part of the Management & Entrepreneurship career cluster.
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- Economists · 19-3011.00 Compare →
Side-by-side comparisons place two occupations’ pay, preparation, skills, and AI exposure on the same page — same data, same scale, no forecast.
What you can do with this
Options the data surfaces for Investment Fund Managers — not advice or a forecast. Each is a real cross-link you can follow into the evidence.
Skills that travel
Capabilities this work builds that are used across many other occupations.
Adjacent roles
Occupations O*NET rates as related — the nearby moves on the map.
Paths in
How people typically prepare for this work.
- Bachelor's degree · typical entry level
- Job zone 5 — Job Zone Five: Extensive Preparation Needed · preparation tier
- Business, Management, Marketing, and Related Support Services · field of study
- Multi/Interdisciplinary Studies · field of study
Zoom out
On the global GenAI exposure gradient this work sits around the 80th percentile of 427 international occupations.
Write a report on thisheadline · factoids · citation
Investment Fund Managers show 85th-percentile AI task overlap — and about 74,600 annual U.S. openings
- Investment Fund Managers rank in the 85th percentile (High band) for AI task overlap across U.S. occupations — a measure of how much of the work today's AI can attempt, not how much is automated.Eloundou et al. (GPTs are GPTs) + Felten AIOE
- The occupation is projected to see about 74,600 U.S. job openings per year (2024–34), counting growth and replacement — a labor-demand projection made independently of AI.BLS Employment Projections 2024–34
- BLS projects employment to be growing fast (+14.8%) from 2024 to 2034.BLS Employment Projections 2024–34
- Median annual pay is $161,700, across about 818,620 U.S. workers.BLS OEWS (May 2024)
Copy the whole kit
Investment Fund Managers show 85th-percentile AI task overlap — and about 74,600 annual U.S. openings • Investment Fund Managers rank in the 85th percentile (High band) for AI task overlap across U.S. occupations — a measure of how much of the work today's AI can attempt, not how much is automated. (Eloundou et al. (GPTs are GPTs) + Felten AIOE) • The occupation is projected to see about 74,600 U.S. job openings per year (2024–34), counting growth and replacement — a labor-demand projection made independently of AI. (BLS Employment Projections 2024–34) • BLS projects employment to be growing fast (+14.8%) from 2024 to 2034. (BLS Employment Projections 2024–34) • Median annual pay is $161,700, across about 818,620 U.S. workers. (BLS OEWS (May 2024)) Source: Singulariki — "Investment Fund Managers". https://singulariki.com/roles/role-11-3031-03 Note: AI task overlap measures what today's AI can attempt, not automation, job loss, or a forecast.
AssetsShare imageMethodology & sourcesPress & newsroomThe newsroom
Every line is built only from figures this page already shows and cites. AI task overlap means what today's AI can attempt — not automation, job loss, or a forecast.
Sources for this page
Every figure above traces to a named public dataset and the exact release below — not hand-written opinion. See the full methodology for what each measure does and does not mean.
- O*NET 30.3 U.S. Department of Labor / National Center for O*NET Development
- BLS Occupational Employment and Wage Statistics (OEWS) May 2024 U.S. Bureau of Labor Statistics
- BLS Employment Projections 2024–2034 U.S. Bureau of Labor Statistics
- Anthropic Economic Index v4 (2026-01-15) + v2 (2025-03-27) Anthropic
- Microsoft “Working with AI” working-with-ai Microsoft Research
- “GPTs are GPTs” (Eloundou et al.) arXiv 2303.10130 OpenAI / academic
- AI Occupational Exposure (AIOE) Felten, Raj & Seamans academic
- ILO / Gmyrek et al. GenAI exposure gradient 2025 International Labour Organization
- IBS O*NET-SOC ↔ ISCO-08 occupation crosswalk 2022 Institute for Structural Research (IBS)
- Frey & Osborne (2013) frey-osborne-automation academic
- Dingel & Neiman (2020) dingel-neiman-workathome academic
Data compiled June 2, 2026. Figures are estimates, not advice.
Cite this page
Plain
Singulariki. "Investment Fund Managers." Singulariki: a source-backed encyclopedia of work. Built from O*NET 30.3; BLS Occupational Employment and Wage Statistics (OEWS) May 2024; BLS Employment Projections 2024–2034; Anthropic Economic Index v4 (2026-01-15) + v2 (2025-03-27); Microsoft “Working with AI” working-with-ai; “GPTs are GPTs” (Eloundou et al.) arXiv 2303.10130; AI Occupational Exposure (AIOE) Felten, Raj & Seamans; ILO / Gmyrek et al. GenAI exposure gradient 2025; IBS O*NET-SOC ↔ ISCO-08 occupation crosswalk 2022; Frey & Osborne (2013) frey-osborne-automation; Dingel & Neiman (2020) dingel-neiman-workathome. Accessed June 7, 2026. https://singulariki.com/roles/role-11-3031-03
APA
Singulariki. (2026). Investment Fund Managers. Singulariki: a source-backed encyclopedia of work. Retrieved June 7, 2026, from https://singulariki.com/roles/role-11-3031-03
BibTeX
@misc{singulariki-role-11-3031-03,
title = {Investment Fund Managers},
author = {{Singulariki}},
year = {2026},
note = {O*NET 30.3; BLS Occupational Employment and Wage Statistics (OEWS) May 2024; BLS Employment Projections 2024–2034; Anthropic Economic Index v4 (2026-01-15) + v2 (2025-03-27); Microsoft “Working with AI” working-with-ai; “GPTs are GPTs” (Eloundou et al.) arXiv 2303.10130; AI Occupational Exposure (AIOE) Felten, Raj & Seamans; ILO / Gmyrek et al. GenAI exposure gradient 2025; IBS O*NET-SOC ↔ ISCO-08 occupation crosswalk 2022; Frey & Osborne (2013) frey-osborne-automation; Dingel & Neiman (2020) dingel-neiman-workathome. Accessed June 7, 2026},
url = {https://singulariki.com/roles/role-11-3031-03}
} Citations name the underlying public dataset releases — they reflect what this page is built from, not just the URL.