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How do I become a investment fund manager

i know it take some collage but like what skills classes and information do i need to attain to be proficient at this job

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Alexander L.’s Answer

Dariyus,

I applaud your aspirations--being an investment fund manager is often a high-profile and public job that has a lot of pressure and performance expectation associated with it. These roles are also extremely competitive, and take years if not decades of experience in a related work environment.

While there is no step-by-step instruction manual for this career, I recommend:
- Focusing on grades and getting into the best college possible. You can land a job in investment management directly out of college, but these teams often only recruit from top universities.
- Being active in investment or finance clubs at your college.
- Landing at least one finance-related summer internship while a college student.
- Connecting to and networking with professionals who work in the field.
- Mastering Excel, Python, and SQL, and learning how to use them as tools in conducting investment research.
- Completing the CFA exams after some work experience and becoming a CFA charterholder.
- Working at a large bank or financial company, in a related team such as equity research, sales & trading, or portfolio management.

Best of luck!
Alex

EDIT: Here is a good read on this topic:
https://www.careervillage.org/questions/497913/how-has-your-experience-been-like-working-for-an-investment-management-firm
Thank you comment icon This was super helpful, thank you! dariyus
Thank you comment icon Plenty of good suggestions here! I would also suggest that if you are interested in investing assets for individuals, you consider the Certified Financial Planner (TM) designation. You will need a bachelor's degree to enter the program. You will study a wide range of topics in personal finance, including investments. Kenneth Romanowski
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Harold’s Answer

I cannot help you about an investment find manager.
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Doc’s Answer

Fund Managers are responsible for not only managing the investment but also for providing their clients, whether individual or institutional the necessary advice. These professionals are responsible to follow the market trends and track the market returns to give good returns to their clients. Besides they keep on changing their capital structure for a balanced investment decision. But all these functions cannot be performed without proper knowledge and necessary qualification to understand the ever-changing volatile market condition.

Like other conventional professions career as a Fund Manager is also providing a lot of opportunities to show their talent and earn respect and money by the younger generation. To be a successful Fund Manager the aspiring candidate has to be dedicated and hardworking. The job of a Fund Manager requires an intensive knowledge of the various aspect of the share market along with foresight to predict to some extent the direction of flow of the market. To discharge his duties in an effective manner he requires special training comprehensive knowledge in more than one area of the trade.

Doc recommends the following next steps:

Fund Manager should possess ambition and confidence; determination and motivation and strong time management skills.
You should also have the ability to work effectively under pressure; good IT skills; analytical skills and team-working skills.
Candidates should also have numerical skills; problem-solving skills and good communication skills.
Thank you comment icon Thanks for the advice. dariyus
Thank you comment icon Your Welcome Darius, experts are predicting that Investment Fund Management will become more impactful and integrated throughout business than ever before. Doc Frick
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Shantel’s Answer

An investment fund manager is responsible for the financial wellbeing of their clients’ portfolios. They make investment decisions on behalf of their clients and are responsible for the overall performance of the investments.

In order to become an investment fund manager, one must first obtain a bachelor’s degree in a relevant field such as finance, economics, or accounting. Many investment fund managers also have a master’s degree in business administration (MBA) or a Chartered Financial Analyst (CFA) designation.

Relevant coursework for an aspiring investment fund manager could include classes in investments, portfolio management, financial accounting, and financial analysis. In addition to academic coursework, it is also important to gain experience in the investment industry. This can be done through internships or working in entry-level positions at investment firms.

Investment fund managers must have a deep understanding of the financial markets and the ability to make sound investment decisions. They must also be able to effectively communicate their investment thesis to their clients. Strong analytical and research skills are essential in this role, as is the ability to think critically and solve problems.
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Caren’s Answer

When you are ready to start working, see if you can land a job at an investment services firm that will help pay for you to study and take the exams to obtain Series 7 (https://www.investopedia.com/terms/s/series7.asp) and Series 63 (https://www.investopedia.com/terms/s/series63.asp) licenses. I learned so much about securities products by studying for and passing these exams and my role did not even require me to have these licenses.
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