Plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.
U.S. Workers
630,980
Median Salary
$136,550
10-Year Growth
+4.5%
Annual Openings
106,700
Typical entry: Bachelor's degree
20 of 20 tasks have some AI capability
Exposure Trend
This score reflects estimated AI technical capability for tasks in this occupation. It does not predict employment changes, and it does not account for company-specific constraints, regulation, or adoption barriers.
Select specific investments or investment mixes for purchase by an investment fund.
AI: Fully automatable - Automated investment-selection systems and quantitative models can identify and choose specific investments or mixes and are widely used in 2025 for many funds.
Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.
AI: Fully automatable - Monitoring performance and risk against goals is highly automatable with real‑time analytics, alerts, and automated rebalancing or escalation workflows.
Select or direct the execution of trades.
AI: Fully automatable - Trade selection and execution are routinely automated via algorithmic trading and order‑routing systems that can both choose and direct trades.
Present investment information, such as product risks, fees, or fund performance statistics.
AI: Fully automatable - Generating presentations and standardized disclosures about risks, fees, and performance can be fully automated with accurate data pipelines and templating.
Attend investment briefings or consult financial media to stay abreast of relevant investment markets.
AI: Fully automatable - AI can continuously ingest briefings and financial media, generate timely summaries and alerts, and highlight market moves, making it able to fully perform the information-monitoring aspect of this task.
Identify group or individual target investors for a specific fund.
AI: Fully automatable - AI can analyze investor databases, public filings and behavioral signals to identify and score likely target investor groups or individuals for a specific fund with high accuracy.
Manage investment funds to maximize return on client investments.
AI: Partial - AI can support and partially automate portfolio management (analytics, signals, execution), but full fund management requires human fiduciary oversight, client relationships, and strategic judgement.
Develop or implement fund investment policies or strategies.
AI: Partial - AI can generate and backtest strategies and implementation plans, but setting formal fund policy and strategic direction generally requires human governance and judgement.
Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.
AI: Partial - AI can perform large-scale company and industry research and preliminary valuations, but nuanced interpretation and final investment conclusions typically need human expertise.
Develop, implement, or monitor security valuation policies.
AI: Partial - AI can help design, implement, and monitor valuation frameworks, but developing formal valuation policy and handling edge cases requires human governance and judgment.
Meet with investors to determine investment goals or to discuss investment strategies.
AI: Partial - AI can conduct client intake and routine advisory conversations, but high‑trust investor meetings and nuanced goal-setting still rely on human relationship skills and fiduciary responsibility.
Prepare for and respond to regulatory inquiries.
AI: Partial - AI can draft responses, assemble supporting documents, and simulate Q&A, but human legal and regulatory sign-off and interaction with regulators remain necessary.
Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential.
AI: Partial - AI can analyze business plans, market data, and technology signals to produce quantified assessments and risk scenarios, but strategic judgment and nuanced domain expertise require human oversight.
Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements.
AI: Partial - AI can perform financial modeling, due diligence data synthesis, and regulatory checks for acquisitions, but aligning transactions with high-level strategy and final regulatory judgments needs human decision-makers.
Hire or evaluate staff.
AI: Partial - AI can screen resumes, score candidates, and run structured interviews or assessments, yet final hiring decisions and nuanced evaluation of interpersonal fit need humans.
Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities.
AI: Partial - AI can monitor legal and tax updates, map changes to fund processes and flag opportunities or risks, but definitive compliance determinations and legal interpretation require human experts.
Verify regulatory compliance of transaction reporting.
AI: Partial - AI can automatically check transaction reports against technical rules, detect anomalies, and produce compliance evidence, but edge cases and legal accountability still require human review.
Review offering documents or marketing materials to ensure regulatory compliance.
AI: Partial - AI can scan offering and marketing materials for missing disclosures, risky language, and regulatory inconsistencies, yet certified legal review is required to ensure compliance.
Develop or direct development of offering documents or marketing materials.
AI: Partial - AI can draft offering documents and marketing materials and enforce template and disclosure checklists, but legal review and strategic messaging direction typically require human control.
Direct activities of accounting or operations departments.
AI: Partial - AI can automate and advise on accounting and operations workflows and scheduling but cannot reliably replace the managerial authority, accountability, and interpersonal leadership required to direct departments.