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.
AI Impact Summary
Investment Fund Managers faces moderate AI displacement risk with a score of 34/100. This occupation has higher AI displacement risk than 62% of all analyzed occupations. Of 20 analyzed tasks, 3 are highly automatable, particularly routine cognitive tasks. Strong protective factors — including social intelligence, creativity, or regulatory barriers — significantly reduce effective risk.
Skill Impact Analysis
AI-Vulnerable Skills (6)
High reliance on Mathematics is a risk area. Consider developing complementary AI-resistant skills to maintain value.
High reliance on Reading Comprehension is a risk area. Consider developing complementary AI-resistant skills to maintain value.
High reliance on Information Ordering is a risk area. Consider developing complementary AI-resistant skills to maintain value.
High reliance on Mathematics is a risk area. Consider developing complementary AI-resistant skills to maintain value.
Memorization is AI-vulnerable but has moderate importance in this role. AI tools may handle this; focus on higher-value skills.
Programming is AI-vulnerable but has moderate importance in this role. AI tools may handle this; focus on higher-value skills.
AI-Resistant Skills (11)
Leadership is AI-resistant — strengthening this skill provides durable career protection.
Adaptability/Flexibility is AI-resistant — strengthening this skill provides durable career protection.
Complex Problem Solving is AI-resistant — strengthening this skill provides durable career protection.
Persuasion is AI-resistant — strengthening this skill provides durable career protection.
Coordination is AI-resistant — strengthening this skill provides durable career protection.
Negotiation is AI-resistant — strengthening this skill provides durable career protection.
Instructing is AI-resistant — strengthening this skill provides durable career protection.
Social Perceptiveness is AI-resistant — strengthening this skill provides durable career protection.
AI-Augmented Skills (7)
Recommended Courses
Courses matched to Investment Fund Managers skill gaps, ranked by relevance to your displacement risk profile.
Get personalized recommendations. Answer a few questions about your experience and skills to get course suggestions tailored specifically to you.
Upskill to Reduce Risk
Courses addressing your most AI-vulnerable skills
SQL Fundamentals Skill Track
by DataCamp
Estimated Impact
AI-Augmentation Tools
Learn to work alongside AI and boost your productivity
Creative Writing Specialization
by Wesleyan University
Estimated Impact
Strengthen Your Edge
Double down on skills AI can't replicate
Leading People and Teams Specialization
by University of Michigan
Estimated Impact
We may earn a commission when you enroll through our links, at no extra cost to you. This helps fund the Takeover Tracker.
Risk reduction and salary impact are estimates based on skill gap analysis, course relevance, and labor market data. Actual results vary by individual circumstance.
Education & Training
Percentage of workers at each education and training level
Education Level
Prior Experience Needed
Work experience required to enter this job
Training Provided After Hiring
How long it typically takes to learn on the job
How AI Impacts Each Task
20 tasks analyzed
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.
Meet with investors to determine investment goals or to discuss investment strategies.
Develop, implement, or monitor security valuation policies.
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.
Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements.
Hire or evaluate staff.
Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities.
Verify regulatory compliance of transaction reporting.
Review offering documents or marketing materials to ensure regulatory compliance.
Develop or direct development of offering documents or marketing materials.
Identify group or individual target investors for a specific fund.
Direct activities of accounting or operations departments.
| Task | AI Capability | Risk | Time % | |
|---|---|---|---|---|
| Manage investment funds to maximize return on client investments. | 66.07Observed | 53.4% | 8% | |
| Select specific investments or investment mixes for purchase by an investment fund. | 57Observed | 49.8% | 8% | |
| Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals. | 50.15Observed | 47.1% | 8% | |
| Select or direct the execution of trades. | 57.12Observed | 72.1% | 4% | |
| Develop or implement fund investment policies or strategies. | 60.15Observed | 51.1% | 7% | |
| Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation. | 44.25Observed | 44.7% | 10% | |
| Present investment information, such as product risks, fees, or fund performance statistics. | 54.83Observed | 36.9% | 5% | |
| Meet with investors to determine investment goals or to discuss investment strategies. | 15Estimated | 21.0% | 8% | |
| Develop, implement, or monitor security valuation policies. | 50Estimated | 47.0% | 4% | |
| Attend investment briefings or consult financial media to stay abreast of relevant investment markets. | 70Estimated | 55.0% | 6% | |
| Prepare for and respond to regulatory inquiries. | 45.73Observed | 67.5% | 3% | |
| Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential. | 70.1Observed | 55.0% | 5% | |
| Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements. | 60Estimated | 51.0% | 4% | |
| Hire or evaluate staff. | 30Estimated | 27.0% | 3% | |
| Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities. | 70Estimated | 55.0% | 4% | |
| Verify regulatory compliance of transaction reporting. | 90Estimated | 85.2% | 3% | |
| Review offering documents or marketing materials to ensure regulatory compliance. | 31.95Observed | 62.0% | 3% | |
| Develop or direct development of offering documents or marketing materials. | 60.22Observed | 73.3% | 2% | |
| Identify group or individual target investors for a specific fund. | 46.45Observed | 45.6% | 2% | |
| Direct activities of accounting or operations departments. | 20Estimated | 23.0% | 3% |
Protective Factors
Total protective discount: 30.6%
Essential Soft Skills
Traits that are hard for AI to replicate
Wage & Employment (2024)
Median Wage
$136,550
per year
Mean Wage
$149,890
per year
Employment
631K
workers
Wage Range
$68,860 - $227,590
10th - 90th pct
Wage Distribution
Explore other career paths
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Recommendations
Skills to Develop
These skills are at risk from AI automation. Investment Fund Managers professionals should diversify beyond them.
- Mathematics
High reliance on Mathematics is a risk area. Consider developing complementary AI-resistant skills to maintain value.
- Reading Comprehension
High reliance on Reading Comprehension is a risk area. Consider developing complementary AI-resistant skills to maintain value.
- Information Ordering
High reliance on Information Ordering is a risk area. Consider developing complementary AI-resistant skills to maintain value.
- Mathematics
High reliance on Mathematics is a risk area. Consider developing complementary AI-resistant skills to maintain value.
- Memorization
Memorization is AI-vulnerable but has moderate importance in this role. AI tools may handle this; focus on higher-value skills.
Skills to Leverage
These human-centric skills remain difficult for AI to replicate. Double down here.
- Leadership
Leadership is AI-resistant — strengthening this skill provides durable career protection.
- Adaptability/Flexibility
Adaptability/Flexibility is AI-resistant — strengthening this skill provides durable career protection.
- Complex Problem Solving
Complex Problem Solving is AI-resistant — strengthening this skill provides durable career protection.
- Persuasion
Persuasion is AI-resistant — strengthening this skill provides durable career protection.
- Coordination
Coordination is AI-resistant — strengthening this skill provides durable career protection.
Tools to Adopt
AI can amplify these skills. Learn the tools that augment rather than replace your work.
- Critical Thinking
Critical Thinking will be enhanced by AI. Develop expertise in using AI tools for this skill to increase productivity.
- Judgment and Decision Making
Judgment and Decision Making will be enhanced by AI. Develop expertise in using AI tools for this skill to increase productivity.
- Active Learning
Active Learning will be enhanced by AI. Develop expertise in using AI tools for this skill to increase productivity.
- Writing
Writing will be enhanced by AI. Develop expertise in using AI tools for this skill to increase productivity.
- Monitoring
Monitoring will be enhanced by AI. Develop expertise in using AI tools for this skill to increase productivity.
Score History
Risk score over 3 scoring runs
overall change
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