How to Become an Investment Manager

Step 1: Understand the job description and responsibilities of an Investment Manager

What does an Investment Manager do?

AN Investment Manager manages overall bank's investment portfolio. Reviews investment strategy, seeks out new opportunities, and recommends changes in investments to manage risk and generate acceptable rate of return. Being an Investment Manager measures and evaluates return on investment and trends that may impact the portfolio. Requires a bachelor's degree. Additionally, Investment Manager typically reports to a head of a unit/department. The Investment Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be an Investment Manager typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes.

People's Opinions on Investment Manager responsibilities

Investment management involves the professional management of various financial securities and assets belonging to an investor for the purpose of earning maximum benefits.

12/09/2019: Rock Island, IL

Investment managers manage investment portfolios and operate under the government’s securities legislation.

10/08/2019: Colorado Springs, CO

Investment managers manage the investment portfolios of these institutions, and may also provide direct investment management services to third-party clients.

10/05/2019: Columbia, SC

Since investment managers are required to manage money for investors, they are also involved in ‘investment counselling’.

10/27/2019: Montgomery, AL

Investment management companies providing this service are required to license their investment managers as ‘investment counsellors’ or ‘investment counsels’.

12/25/2019: Columbus, OH
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Step 2: Learn best tips to become an Investment Manager

Best tips for those who want to become an Investment Manager

Here are some tips to become an Investment Manager.

Step 3: View best colleges and universities for Investment Manager

Best colleges and universities for Investment Manager

  • Florida Southern College
  • Colby College
  • Dartmouth College
  • University of Notre Dame
  • Western Washington University
  • Canisius College

Step 4: Think about whether is it worth to be an Investment Manager

Is being an Investment Manager Worth it?

People's Opinions on lifestyles

With both high competence and a strong character, these traits make managers the centers of influence – the key people who can help effect change.

11/28/2019: Yakima, WA

Investment managers who embody these traits help clients feel more relaxed, knowing they can be trusted and are capable of successfully managing investment portfolios.

12/28/2019: Eugene, OR

“They undergo rigorous hours of training and educating so they can make sound investment decisions.

11/01/2019: Provo, UT

This lifestyle content will require you to work closely with the investment management and research analysts, channel marketing, digital and PR teams in order to proactively come up with really interesting ideas that will appeal to their client audience.

11/19/2019: Milwaukee, WI

You will also take responsibility for planning and managing the delivery of video and audio investment updates, commentary and capability positioning, using new recording and distribution technologies where relevant, as well as working closely with graphic designers to articulate investment-related concepts in innovative, attractive and engaging ways, ensuring that projects are delivered from concept to completion.

11/15/2019: Killeen, TX
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Step 5: Prepare relevant skills for being an Investment Manager

What skills do you need to be an Investment Manager?

In order to drive yourself and your team to success, in a management position you need to have a broad base of skills.  For success in this position, you effeciency with these skills is key: Investment Analysis, Investment Management, Portfolio Management, Portfolio Optimization, Risk Assessment, Risk Analysis.  For this role, you will need to be adept in with: Banking Software, Investment Portfolio Management Software.  Although every company varies in their requirements, these competencies will help you in this role.

People's Opinions on Investment Manager skills

Provides investment information and financial advice; works with corporate and individual clients; and maintains knowledge of a wide range of investment and financial products, including trusts, stocks, bonds, and shares.

11/10/2019: Provo, UT

Maintains current knowledge about financial products available to corporate and individual clients, including bonds, stocks, investments, and trusts.

10/24/2019: Altoona, PA

As one, but not the only, measure of manager success, suitable benchmarks must be carefully selected, specified and applied.

10/18/2019: Santa Maria, CA

A large institutional investor can have additional special circumstances, such as lay trustees (local politicians or union reps) to win over, in-house investment views, or past experiences to consider.

12/20/2019: Ventura, CA

Factors such as ownership structure and size can lead to poor performance through risk of manager turnover or lack of resources, and a firm’s philosophy, process, and people can indicate the quality of its investment strategy as well as its commitment to superior results.

12/22/2019: Chillicothe, OH
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Step 6: View average salary for Investment Manager

How much does an Investment Manager make?

The average salary range for an Investment Manager is from $88,789 to $150,805. The salary will change depending on your location, job level, experience, education, and skills.

Salary range for an Investment Manager
$88,789 to $150,805

Step 7: Find relevant Investment Manager jobs, and apply.

Looking for Investment Manager jobs?

Here are some Investment Manager jobs in the United States.

Search Investment Manager Jobs in the United States

Step 8: Explore Career Path of Investment Manager