Investment Fund Managers

1. 01Manage investment funds to maximize return on client investments.People already use AI for this at work
2. 02Select specific investments or investment mixes for purchase by an investment fund.People already use AI for this at work
3. 03Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.People already use AI for this at work
4. 04Select or direct the execution of trades.People already use AI for this at work
5. 05Develop or implement fund investment policies or strategies.People already use AI for this at work
6. 06Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.People already use AI for this at work
7. 07Present investment information, such as product risks, fees, or fund performance statistics.People already use AI for this at work
8. 08Develop, implement, or monitor security valuation policies.AI could speed this up, with extra tools
9. 09Meet with investors to determine investment goals or to discuss investment strategies.AI could speed this up, with extra tools
10. 10Attend investment briefings or consult financial media to stay abreast of relevant investment markets.AI could speed this up, with extra tools

Tasks from O*NET® 31.0 (US Department of Labor, CC BY 4.0, changed by us), most important first. “Already use” comes from Anthropic’s data on real work chats with Claude; “could speed up” from task ratings made with GPT-4 in 2023.

AI touches every main task of this job in some way. Your edge is judgment: knowing when AI’s work is right, and checking it before it counts.

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