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.
$166,570 a year (for the broader BLS group this job sits in).
of the working time. Estimate.
- 89%
- 11%
- 0%
Measured, from Anthropic's usage data (2025). Counts help on part of a task.
On the chosen pace and reliability. Estimate.
Share of the working time within reach, now to 2030
What each choice means: , , , , . Every pace starts from .
At this date and pace, models finish tasks up to 4.4 h long four times in five.
How far this has come
With GPT-4, measured in March 2023, 0% of this job's working time was within reach at . With Claude 3.7 Sonnet, measured in February 2025, 0%. With Claude Mythos Preview (early), measured in April 2026, 8%. Today's estimate: 13%.
A backcast: today's task data with the best model METR had measured by each date. It shows how fast the models have moved, not what anyone forecast at the time.
The tasks
Sorted by . 20 tasks from .
| Task | Kind | |||
|---|---|---|---|---|
| Manage investment funds to maximize return on client investments.Done hourly or more by most who do it. AI observed on this task. | 12% | 6.7 h1.7 h to 2.1 work days | 9%Half by Aug 2027 | |
| Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.Done daily by most who do it. AI observed on this task. | 12% | 6.7 h2.5 h to 2.5 work days | 9%Half by Jul 2027 | |
| Develop, implement, or monitor security valuation policies.Done daily by most who do it. | 12% | 6.7 h1.7 h to 2.1 work days | 9%Half by Aug 2027 | |
| Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential.Done more than yearly by most who do it. AI observed on this task. | 12% | 1.7 work days3.3 h to 4.2 work days | 2%Half by Feb 2028 | |
| Develop or implement fund investment policies or strategies.Done daily by most who do it. AI observed on this task. | 12% | 2.1 work days3.3 h to 4.2 work days | 1%Half by Apr 2028 | |
| Select specific investments or investment mixes for purchase by an investment fund.Done daily by most who do it. AI observed on this task. | 11% | 3.3 h50 min to 1.3 work days | 25%Half by Mar 2027 | |
| Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.Done daily by most who do it. AI observed on this task. | 5% | 1.7 h25 min to 5 h | 51%Half by now | |
| Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements.Done more than yearly by most who do it. | 5% | 6.7 h3.3 h to 2.1 work days | 10%Half by May 2027 | |
| Develop or direct development of offering documents or marketing materials.Done more than yearly by most who do it. | 4% | 1.3 work days2.5 h to 4.2 work days | Stays with people | |
| Identify group or individual target investors for a specific fund.Done more than yearly by most who do it. AI observed on this task. | 3% | 3.3 h50 min to 1.3 work days | 25%Half by Mar 2027 | |
| Select or direct the execution of trades.Done daily by most who do it. AI observed on this task. | 2% | 50 min13 min to 2.5 h | Stays with people | |
| Present investment information, such as product risks, fees, or fund performance statistics.Done more than monthly by most who do it. AI observed on this task. | 2% | 1.7 h38 min to 5 h | Stays with people |
Within reach, per task: the share of the task's time whose instances are short enough for a model to finish at the chosen date, pace and reliability. Half by: the date half of that time comes within reach.
Jobs that share skills with this one
From O*NET's related occupations. Within reach now and by the end of 2028, long-run pace, four in five.
- Financial and Investment Analysts11% now, 80% by 2028
- Financial Risk Specialists9% now, 90% by 2028
- Personal Financial Advisors66% now, 90% by 2028
- Securities, Commodities, and Financial Services Sales Agents59% now, 87% by 2028
- Financial Quantitative Analysts4% now, 63% by 2028
- Financial Managers19% now, 83% by 2028
Where this job works
The industry groups that employ the most of it (BLS, May 2025). Counts are for the broader BLS group this job sits in.
- Credit Intermediation and Related Activities (5221 and 5223 only)113,190 people
- Management of Companies and Enterprises94,170 people
- Securities, Commodity Contracts, and Other Financial Investments and Related Activities70,400 people
- Accounting, Tax Preparation, Bookkeeping, and Payroll Services59,650 people
- Insurance Carriers34,690 people
Where the most of these jobs are
The metro areas with the most people in it (BLS, May 2025). Counts are for the broader BLS group this job sits in.