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.
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% |
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.
Recommended Courses
Courses matched to Investment Fund Managers skill gaps, ranked by relevance to your displacement risk profile.
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Score History
Risk score over 3 scoring runs
overall change
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
Related News
Recent articles about AI affecting this occupation
How JPMorgan’s CIO is reshaping work at the bank with a $19.8 billion annual tech and AI budget
Armed with a massive tech budget, CIO Lori Beer is actively redesigning workflows to integrate AI agents across the bank. This shift directly alters the daily responsibilities of financial advisors, engineers, and wealth managers.
Blackstone Shakes Up Leadership to Launch Dedicated AI Unit
The private equity giant is restructuring its executive team to prioritize artificial intelligence, leading to the departure of its growth chief. The move signals that major financial institutions are aggressively realigning their top talent around AI.
AI Bots Take Over Prediction Markets and Capital Allocation
AI agents like Claude are increasingly being used to allocate capital and make financial forecasts on platforms like Polymarket. This signals a shift where analytical finance tasks are being outsourced to autonomous bots rather than human analysts.
Agentic AI Enters Finance With Fully Autonomous Hedge Fund
Matt Levine highlights the launch of a new hedge fund driven entirely by agentic AI, signaling a shift from AI as an analyst tool to an autonomous decision-maker. This threatens traditional quantitative and trading roles on Wall Street.
BlackRock is Using Hundreds of AI Agents for Investment Decisions
The AI agents are continuously consuming information from earnings reports, regulatory filings, research, and other sources. The firm is looking to expand agents into other parts of the business in the next 3-5 years.
Last scored March 14, 2026 · Based on BLS employment data and O*NET task analysis