What are careers in investment management?

Financial advisor, risk manager, and investment banker are careers in investment management. Investment management can be a wonderful, lucrative career for many and there are various options to find what fits best for your skills and personality.

How To Become An Investments Manager: What It Is and Career Path

What is an investments manager and how to become one

Updated January 8, 2025

4 min read

If you want to be an Investment Fund Manager, you will manage funds and investments for your clients or company to bring in the highest possible return for their money. You will be responsible for managing the funds in a regulated manner and be paid a fee for your work, which is a percentage of the fund's profit. You will also be responsible for researching different types of investments and understanding the client's preferences for risk.

It is your job to find the right mix of investments while maximizing returns on investments. You will need to advertise your services, knowledge, and connections to find new clients. Your job will be to help those clients understand why investing with fund managers is best for them. Therefore, you need to be aware of market trends so as to keep your clients involved. You will need to be an expert communicator and negotiator and have a great deal of education, training, and patience.

It is best to have a master's degree and professional credentials plus investment managerial experience. Many brokerage firms look for someone with a bachelor's degree in economics, finance, business, or mathematics. Having a license would give you an edge in this field, which involves a six-hour test. You can make an average salary of $107,000 plus bonuses.

ScoreInvestments ManagerUS Average

Salary

8.0

Avg. Salary $116,102

Avg. Salary $59,228

Stability level

9.5

Growth rate 17%

Growth rate 0.3%

Diversity

3.3

Race

American Indian and Alaska Native 0.34%

Asian 10.01%

Black or African American 7.45%

Hispanic or Latino 14.23%

Unknown 4.10%

White 63.87%

Gender

female 34.54%

male 65.46%

Age - 46

Race

American Indian and Alaska Native 3.00%

Asian 7.00%

Black or African American 14.00%

Hispanic or Latino 19.00%

White 57.00%

Gender

female 47.00%

male 53.00%

Age - 46

Stress level

9.5

Stress level is very high

7.1 - high

Complexity level

9.3

Complexity level is advanced

7 - challenging

Work life balance

4.9

Work life balance is fair

6.4 - fair

Key steps to become an investments manager

Explore investments manager education requirements

Most common investments manager degrees

Bachelor's

70.8 %

Master's

22.1 %

Associate

3.3 %

Start to develop specific investments manager skills

Skills	Percentages
Private Equity	5.77%
Due Diligence	5.51%
Real Estate	5.42%
Investor Relations	4.75%
Financial Statements	4.58%

Complete relevant investments manager training and internships

Accountants spend an average of 1-3 months on post-employment, on-the-job training. New investments managers learn the skills and techniques required for their job and employer during this time. The chart below shows how long it takes to gain competency as an investments manager based on U.S. Bureau of Labor Statistics data and data from real investments manager resumes.

Research investments manager duties and responsibilities

Prepare quarterly IR reports for the board of directors, manage annual shareholder meetings and the annual report development process.
Develop a highly skil treasury and financial management team to achieve establish objectives.
Deliver and fund loans sell to FNMA and FHLMC as well as assisted in the secondary contract pipeline management.
Organize investor events, such as analyst days and NASDAQ opening bell ceremonies.

Prepare your investments manager resume

When your background is strong enough, you can start writing your investments manager resume.

You can use Zippia's AI resume builder to make the resume writing process easier while also making sure that you include key information that hiring managers expect to see on an investments manager resume. You'll find resume tips and examples of skills, responsibilities, and summaries, all provided by Zippi, your career sidekick.

Choose from 10+ customizable investments manager resume templates

Build a professional investments manager resume in minutes. Browse through our resume examples to identify the best way to word your resume. Then choose from 10+ resume templates to create your investments manager resume.