# 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.

- **SOC code:** 11-3031.03
- **Canonical URL:** https://singulariki.com/roles/role-11-3031-03
- **Also known as:** 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
- **Frame:** "AI exposure" means task overlap (how codifiable the work is), not jobs lost or a forecast. Every figure below is traced to a named public dataset.

## What this work is

**Core tasks** (O*NET):
- 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.

## Skills, tools, capabilities

**Knowledge, skills & abilities** (O*NET, highest importance first):
- Economics and Accounting _(knowledge)_
- English Language _(knowledge)_
- Mathematics _(knowledge)_
- Deductive Reasoning _(ability)_
- Reading Comprehension _(essential_skill)_
- Active Listening _(essential_skill)_
- Critical Thinking _(essential_skill)_
- Oral Comprehension _(ability)_
- Written Comprehension _(ability)_
- Oral Expression _(ability)_
- Speaking _(essential_skill)_
- Judgment and Decision Making _(transferable_skill)_

**Skills in demand:**
- English Language _(Common Skill)_
- Mathematics _(Common Skill)_
- Deductive Reasoning _(Common Skill)_
- Reading Comprehension _(Common Skill)_
- Critical Thinking _(Common Skill)_
- Active Listening _(Common Skill)_
- Information Ordering _(Specialized Skill)_
- Inductive Reasoning _(Common Skill)_
- Complex Problem Solving _(Common Skill)_
- Active Learning _(Common Skill)_
- Writing _(Common Skill)_
- Speech Recognition _(Specialized Skill)_

**Tools & technology:**
- Microsoft Excel _(hot technology, in demand)_
- Microsoft Office software _(hot technology, in demand)_
- Microsoft PowerPoint _(hot technology, in demand)_
- Microsoft Access _(hot technology)_
- Microsoft Outlook _(hot technology)_
- Microsoft Power BI _(hot technology)_
- Microsoft Project _(hot technology)_
- Microsoft Visio _(hot technology)_
- Microsoft Word _(hot technology)_
- SAP software _(hot technology)_
- SAS _(hot technology)_
- Structured query language SQL _(hot technology)_

## AI exposure & outlook

- **AI task-overlap index:** 85th percentile (High) across all occupations — composite of current-era exposure studies (ai-exposure-index-v1).
- **Overall AI exposure (Felten et al.):** 98th percentile (High) — source: felten_aioe.
- **LLM task exposure, γ (OpenAI / Eloundou):** 95th percentile (High) — source: eloundou_gamma.
- **AI assistant applicability (Microsoft):** 50th percentile (Moderate) — source: microsoft_applicability.
- **Frey–Osborne (2013, historical computerization estimate):** 25th percentile — kept separate from current-era studies.
- **Remote-capable (Dingel–Neiman):** yes — task structure, not who actually works remote.
- **Projected employment (BLS 2024–34):** 14.8% growth (Growing fast); 74.6k annual openings; 868.6k → 997.4k jobs.
- **Pay & employment (BLS OEWS, May 2024):** median $161,700; 818,620 employed.

## Sources

- **O*NET** (30.3) — U.S. Department of Labor / National Center for O*NET Development. https://www.onetcenter.org/database.html
- **BLS Occupational Employment and Wage Statistics (OEWS)** (May 2024) — U.S. Bureau of Labor Statistics. https://www.bls.gov/oes/
- **BLS Employment Projections** (2024–2034) — U.S. Bureau of Labor Statistics. https://www.bls.gov/emp/
- **Anthropic Economic Index** (v4 (2026-01-15) + v2 (2025-03-27)) — Anthropic. https://www.anthropic.com/economic-index
- **Microsoft “Working with AI”** (working-with-ai) — Microsoft Research. https://www.microsoft.com/en-us/research/
- **“GPTs are GPTs” (Eloundou et al.)** (arXiv 2303.10130) — OpenAI / academic. https://arxiv.org/abs/2303.10130
- **AI Occupational Exposure (AIOE)** (Felten, Raj & Seamans) — academic. https://github.com/AIOE-Data/AIOE
- **Frey & Osborne (2013)** (frey-osborne-automation) — academic. https://www.oxfordmartin.ox.ac.uk/publications/the-future-of-employment/
- **Dingel & Neiman (2020)** (dingel-neiman-workathome) — academic. https://github.com/jdingel/DingelNeiman-workathome

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_Generated from Singulariki's joined dataset; data snapshot 2026-06-02T21:00:32.945303+00:00. https://singulariki.com/roles/role-11-3031-03_