Investment Fund Managers
Official O*NET title: Investment Fund Managers (11-3031.03)
Also called: portfolio manager, asset manager, fixed income portfolio manager, fixed income vice president, investment analysis vice president
Do you do this at work?
Answer each card — it takes about a minute.
Do you do this at work?
Present investment information
Swipe right for yes, left for not me. On a keyboard: → yes, ← not me, Z undo. +2 XP per answer.
How AI is changing investment fund managers work
9 of 15 measurable main tasks for this job show up in real AI-use data, so we rate it Red (lots of AI use) — 60%.
This shows where people already use AI, not whether the job will disappear. How we measure this.
Tasks in this job and recorded AI use
- Present investment information (main task) — a lot of recorded AI use
- Perform or evaluate research (main task) — a lot of recorded AI use
- Develop or direct development of offering documents or marketing materials (main task) — some recorded AI use
- Develop or put in place fund investment policies or strategies (main task) — some recorded AI use
- Develop, put in place, or monitor security valuation policies (main task) — some recorded AI use
- Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential (main task) — some recorded AI use
- Monitor financial or operational performance of individual investments to make sure portfolios meet risk goals (main task) — some recorded AI use
- Select or direct the execution of trades (main task) — some recorded AI use
- Attend investment briefings or consult financial media to stay abreast of relevant investment markets (main task) — some recorded AI use
- Manage investment funds to maximize return on client investments (main task) — no recorded AI use
- Select specific investments or investment mixes for purchase by an investment fund (main task) — no recorded AI use
- Meet with investors to determine investment goals or to discuss investment strategies (main task) — no recorded AI use
- Prepare for and respond to regulatory inquiries (main task) — no recorded AI use
- Hire or evaluate staff (main task) — no recorded AI use
- Monitor regulatory or tax law changes to make sure fund compliance or to capitalize on development opportunities (main task) — no recorded AI use
- Identify group or individual target investors for a specific fund — some recorded AI use
- Analyze acquisitions to make sure conformance with strategic goals or regulatory requirements — no recorded AI use
- Verify regulatory compliance of transaction reporting — no recorded AI use
- Review offering documents or marketing materials to make sure regulatory compliance — no recorded AI use
- Direct activities of accounting or operations departments — no recorded AI use
Tasks: O*NET 31.0. AI use: Anthropic Economic Index (exact or close text match).
Your first steps (guidance)
- Week 1: Open a free AI assistant and say hello. Follow our “Getting started with AI” guide. Ask it one simple question about your work.
- Week 2: Use AI on one task you do often. Try the prompt for: “Present investment information”. Try the prompt for: “Perform or evaluate research”.
Tick your own tasks above to get a plan based on what you really do. The first 2 weeks are free; Premium (coming soon) adds weeks 3–12. New to AI? Read our beginner’s guide.
Questions about AI and investment fund managers
Will AI replace investment fund managers?
Our data can’t predict job losses, and we don’t try to. What it does show: 9 of the 15 main tasks for this job match tasks people already use AI for (Anthropic Economic Index), giving a Red rating (lots of AI use). Using AI on a task is not the same as AI doing the whole job, and 10 of the 20 listed tasks show no recorded AI use yet.
Which fund manager tasks is AI used for most?
In the data, the most AI use among this job’s tasks is for: present investment information; perform or evaluate research; develop or direct development of offering documents or marketing materials.
Which fund manager tasks show little or no AI use?
For example: manage investment funds to maximize return on client investments; select specific investments or investment mixes for purchase by an investment fund; meet with investors to determine investment goals or to discuss investment strategies. These are good places to keep building your own skills.
How does this job compare to others?
In Microsoft Research’s “Working with AI” study, this job’s AI applicability score is equal to or higher than 52% of the occupations they scored. That measures overlap with AI chat use, not risk of job loss.
How can a fund manager start learning AI?
Start small: open a free AI assistant, try it on one task you do often, and always check facts and numbers yourself. The plan on this page is guidance, not professional advice.
See how this job ranks
Investment Fund Managers ranks #88 of 572 jobs for the share of main tasks with AI use (#1 = most), and #1 of 25 in Management.
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