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11-3031.03 · Task explorer

Investment Fund Managers: reported tasks and exploration worksheet

Plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.

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This source lists 20 tasks, including 15 marked Core and 5 marked Supplemental. Labels and dates are retained below. Employers can combine or divide these responsibilities differently; explore the task itself before assuming it belongs in every version of the role.

Task source dates: 07/2014.

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20 tasks shown

Core · Task 15678 · 07/2014 · Incumbent

Manage investment funds to maximize return on client investments.

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Core · Task 15679 · 07/2014 · Incumbent

Select specific investments or investment mixes for purchase by an investment fund.

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Core · Task 15669 · 07/2014 · Incumbent

Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.

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Core · Task 15676 · 07/2014 · Incumbent

Select or direct the execution of trades.

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Core · Task 15675 · 07/2014 · Incumbent

Develop or implement fund investment policies or strategies.

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Core · Task 15667 · 07/2014 · Incumbent

Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.

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Core · Task 15668 · 07/2014 · Incumbent

Present investment information, such as product risks, fees, or fund performance statistics.

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Core · Task 15664 · 07/2014 · Incumbent

Develop, implement, or monitor security valuation policies.

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Core · Task 15671 · 07/2014 · Incumbent

Meet with investors to determine investment goals or to discuss investment strategies.

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Core · Task 15665 · 07/2014 · Incumbent

Attend investment briefings or consult financial media to stay abreast of relevant investment markets.

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Core · Task 15660 · 07/2014 · Incumbent

Prepare for and respond to regulatory inquiries.

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Core · Task 15674 · 07/2014 · Incumbent

Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential.

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Core · Task 15662 · 07/2014 · Incumbent

Hire or evaluate staff.

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Core · Task 15670 · 07/2014 · Incumbent

Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities.

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Core · Task 15673 · 07/2014 · Incumbent

Develop or direct development of offering documents or marketing materials.

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Supplemental · Task 15677 · 07/2014 · Incumbent

Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements.

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Supplemental · Task 15661 · 07/2014 · Incumbent

Verify regulatory compliance of transaction reporting.

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Supplemental · Task 15666 · 07/2014 · Incumbent

Review offering documents or marketing materials to ensure regulatory compliance.

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Supplemental · Task 15672 · 07/2014 · Incumbent

Identify group or individual target investors for a specific fund.

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Supplemental · Task 15663 · 07/2014 · Incumbent

Direct activities of accounting or operations departments.

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Make the shortlist useful

Choose one to three activities that tell you something different about the work. Avoid selecting several ways of describing the same interest.
For each, write an example you can discuss or a question that would change your understanding of the role.
Keep source task IDs with your notes so you can return to the same description. Do not include private employer or customer information.

The exported worksheet distinguishes the reported task from your own notes. It supports exploration, not a hiring decision or a validated assessment.

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Source and practice material

Occupational context uses the O*NET® 31.0 Database from the U.S. Department of Labor, Employment and Training Administration, under CC BY 4.0. View the occupation.

Skill Workbench selected and adapted the occupational information and added its own fictional cases, calculations, guidance and worksheets. USDOL/ETA has not approved, endorsed or tested these additions. O*NET® is a trademark of USDOL/ETA.