What does an investments manager do?
The job of investment managers or fund managers is to help clients grow their money and achieve their financial and personal goals in life. Investment managers have a variety of responsibilities that often include handling all activities associated with managing client portfolios, monitoring performance measurement and transaction settlement, and determining the best strategy for investments. Also, you will be responsible for providing advice on investments and handling investments and investor decisions with discretion. As an investment manager, you are also expected to offer recommendations about investments.
Investments manager responsibilities
Here are examples of responsibilities from real investments manager resumes:
- 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.
- Provide support for investor relations activities, including phone calls and maintaining relationships with NASDAQ and analysts.
- Adhere to FHLMC and specific servicing guidelines and regulations for daily and monthly remittance reporting utilizing MIDANET software.
- Package residential mortgage loan bundles for investor certification and FNMA insurance with strict guidelines under extreme monthly time deadlines.
- Create PowerPoint presentations for conferences and speaking events.
- Improve derivative valuation tools by incorporating public market data.
- Organize NYSE original listing and plan investor conference with multiple participants.
- Establish strong relationship with FHLMC through developing initiatives to correct reporting errors.
- Enhance controls and processing environment for subordinate bank loan securities resulting in a sustainable daily operating model.
- Develop aggressive IR initiative to educate institutional investors on company's sound fundamentals and strong upside potential.
- Gain understanding of international accounting and business practices with expansion of coverage to include European and Asian equities.
- Provide oversight for proxy voting, litigation involving securities, audit relationships, accounting errors and communications with participants.
Investments manager skills and personality traits
We calculated that 6% of Investments Managers are proficient in Private Equity, Due Diligence, and Real Estate. They’re also known for soft skills such as Analytical skills, Communication skills, and Detail oriented.
We break down the percentage of Investments Managers that have these skills listed on their resume here:
- Private Equity, 6%
Manage Private Equity's Operations Group, including cash flow activity and reporting of carried interest and expenses to Senior Management.
- Due Diligence, 6%
Attended investment manager meetings, reviewed economic and market data, determined allocation strategy, reporting and due diligence.
- Real Estate, 5%
Recruited to oversee regional equity investments in commercial real estate including: origination, transaction management, underwriting and investment structuring.
- Investor Relations, 5%
Review all investor requests for meetings with management at industry conferences and present scheduling recommendations to Vice President of Investor Relations.
- Financial Statements, 5%
Coordinated resources and worked with partner areas to ensure timely delivery of financial statements and resolution of inquiries.
- Asset Management, 4%
Prepared monthly and quarterly asset management reports and memorandums for investment committee and investors.
Most investments managers use their skills in "private equity," "due diligence," and "real estate" to do their jobs. You can find more detail on essential investments manager responsibilities here:
Analytical skills. One of the key soft skills for an investments manager to have is analytical skills. You can see how this relates to what investments managers do because "to assist executives in making decisions, financial managers need to evaluate data and information that affects their organization." Additionally, an investments manager resume shows how investments managers use analytical skills: "developed asset management reporting within visual basic application to analyze asset sale valuation models. "
Communication skills. Another soft skill that's essential for fulfilling investments manager duties is communication skills. The role rewards competence in this skill because "financial managers must be able to explain and justify complex financial transactions." According to an investments manager resume, here's how investments managers can utilize communication skills in their job responsibilities: "led a cross-functional team and published a series of high-profile communications creating a cohesive and fully integrated investor relations strategy. "
Detail oriented. Another skill that relates to the job responsibilities of investments managers is detail oriented. This skill is critical to many everyday investments manager duties, as "in preparing and analyzing reports, such as balance sheets and income statements, financial managers must be precise and attentive to their work in order to avoid errors." This example from a resume shows how this skill is used: "performed detailed investment analysis and conducted thorough due diligence on over $600 million of potential investment deal flow. "
Math skills. A big part of what investments managers do relies on "math skills." You can see how essential it is to investments manager responsibilities because "financial managers need strong skills in certain branches of mathematics, including algebra." Here's an example of how this skill is used from a resume that represents typical investments manager tasks: "perform due diligence on current and prospective investment managers through established networks and using qualitative and quantitative selection criteria. "
Organizational skills. Another crucial skill for an investments manager to carry out their responsibilities is "organizational skills." A big part of what investments managers relies on this skill, since "because financial managers deal with a range of information and documents, they must have structures in place to be effective in their work." How this skill relates to investments manager duties can be seen in an example from an investments manager resume snippet: "designed and developed marketing, organizational, and training documentation for both local project and portfolio management. "
The three companies that hire the most investments managers are:
- Wells Fargo26 investments managers jobs
- GroupM25 investments managers jobs
- Wpp Us Holdings Inc21 investments managers jobs
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Compare different investments managers
Investments manager vs. Senior finance manager
A senior finance manager is an individual who supervises financial department staff members as well as monitors the daily financial operations within a company. Senior finance managers must keep track of the financial status and performance of the company so that they can identify areas for potential improvement. They review financial data and prepare reports to be presented to the management to help them in their business decision making. Senior finance managers must also maintain policies within the company and should have a deep understanding of financial regulations and legislations.
These skill sets are where the common ground ends though. The responsibilities of an investments manager are more likely to require skills like "private equity," "investor relations," "financial statements," and "asset management." On the other hand, a job as a senior finance manager requires skills like "hyperion," "sr," "excellent interpersonal," and "financial planning analysis." As you can see, what employees do in each career varies considerably.
Senior finance managers earn the highest salaries when working in the professional industry, with an average yearly salary of $134,362. On the other hand, investments managers are paid more in the finance industry with an average salary of $126,046.The education levels that senior finance managers earn slightly differ from investments managers. In particular, senior finance managers are 5.9% more likely to graduate with a Master's Degree than an investments manager. Additionally, they're 1.1% less likely to earn a Doctoral Degree.Investments manager vs. Portfolio manager
A portfolio manager is responsible for managing the clients' investment portfolios to advise them of the best investment plans to achieve their financial goals and objectives. Portfolio managers determine the most suitable options by evaluating the clients' credit score and risk potential and the client's financial background. A portfolio manager should be highly knowledgeable and updated with the recent financial industry changes to decide on investment plans with maximum returns.
While some skills are similar in these professions, other skills aren't so similar. For example, resumes show us that investments manager responsibilities requires skills like "private equity," "investor relations," "investment management," and "press releases." But a portfolio manager might use other skills in their typical duties, such as, "customer service," "project management," "excellent interpersonal," and "oversight."
On average, portfolio managers earn a lower salary than investments managers. Some industries support higher salaries in each profession. Interestingly enough, portfolio managers earn the most pay in the finance industry with an average salary of $135,937. Whereas investments managers have higher pay in the finance industry, with an average salary of $126,046.Average education levels between the two professions vary. Portfolio managers tend to reach similar levels of education than investments managers. In fact, they're 3.6% less likely to graduate with a Master's Degree and 1.1% more likely to earn a Doctoral Degree.Investments manager vs. Reporting manager
The duties of a reporting manager depend on one's line of work or industry of employment. Typically, they perform clerical tasks such as producing progress reports and presentations, maintaining accurate records and documentation, updating databases, managing schedules, and performing regular inspections and site visits. There are also instances where one must respond to inquiries and concerns, report to supervisors, and coordinate with other department personnel. Furthermore, as a manager, it is essential to lead and encourage the team, all while implementing the company's policies and regulations.
The required skills of the two careers differ considerably. For example, investments managers are more likely to have skills like "private equity," "real estate," "investor relations," and "asset management." But a reporting manager is more likely to have skills like "external auditors," "asc," "data analysis," and "visualization."
Reporting managers make a very good living in the manufacturing industry with an average annual salary of $106,307. On the other hand, investments managers are paid the highest salary in the finance industry, with average annual pay of $126,046.reporting managers typically earn similar educational levels compared to investments managers. Specifically, they're 4.1% less likely to graduate with a Master's Degree, and 1.0% less likely to earn a Doctoral Degree.Investments manager vs. Collections manager
A collections manager is an individual who manages a staff of collectors whose job is to contact companies and individuals for the late payments on the products and services they have received. Collections managers oversee a company's process of retrieving money owed to them by assigning collectors to collect the money. They are required to handle customer complaints and must negotiate with customers about payment arrangements to ensure they are being paid. They also provide reports on the collection department's progress, statistics, and data analysis.
Types of investments manager
Updated January 8, 2025
