Job Check
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.
10 main tasks · most important first
Your main tasks and AI
Importance- 01Manage investment funds to maximize return on client investments.People already use AI for this at work
- 02Select specific investments or investment mixes for purchase by an investment fund.People already use AI for this at work
- 03Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.People already use AI for this at work
- 04Select or direct the execution of trades.People already use AI for this at work
- 05Develop or implement fund investment policies or strategies.People already use AI for this at work
- 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
- 07Present investment information, such as product risks, fees, or fund performance statistics.People already use AI for this at work
- 08Develop, implement, or monitor security valuation policies.AI could speed this up, with extra tools
- 09Meet with investors to determine investment goals or to discuss investment strategies.AI could speed this up, with extra tools
- 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.
Four studies, side by side
None is a forecast of job loss39%of this job’s work time goes to tasks that people already do with Claude at work, counting tasks where AI only helps as half (2026).Anthropic, 2026
50%of this job’s tasks an AI model could do in half the time, counting tasks that need extra tools as half (rated in 2023).Eloundou, Manning, Mishkin and Rock, 2023
Above 50% of jobsin how often and how well AI helped with this job’s work in Microsoft Copilot chats (2024 data).Microsoft Research (Tomlinson et al.), 2025
Your human edge
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.