Investment managers provide financial advice and services to private and corporate clients about a range of investment matters, including buying and selling investment trusts and shares or bonds, to help these clients invest their money in the best places.
Investment fund managers work very closely with Investment analysts – fund managers make decisions about investments, while analysts provide them with financial information and recommendations that enable such decisions to be made.
Typical tasks include: regularly meeting with investment analysts and company managers to discuss financial matters researching companies gathering information reading financial briefings.
Often written by investment analysts, making informed financial recommendations and decisions keeping knowledge up-to-date about the UK economy, current financial news, and financial markets assessing and interpreting complicated financial information liaising with clients.
Qualifications and training required
This career is open to both graduates and school leavers. Graduates will need a 2.2 / 2.1 degree in any subject, though business studies, management, statistics, finance, mathematics, accounting or economics can be helpful.
Relevant paid or voluntary experience gained via job shadowing, vacation work and internships is particularly beneficial.
Graduates normally enter the industry in investment analyst roles and move over to fund manager roles with experience or they can go through a company training program that typically lasts 3-6 months of in depth in house professional training and development.
School leavers can enter the profession via apprenticeships, and gain qualifications with a professional body to aid employability, starting with foundation-level qualifications.