Fund Manager
ふぁんどまねーじゃー
Industry & Occupation
Classification
Summary
A professional who manages assets of investors or institutions, formulates and executes investment strategies, and builds and manages portfolios.
Description
Fund managers handle asset management for clients or mutual funds through portfolios that combine financial products such as stocks and bonds. They conduct investment judgments using macro and micro economic analysis, fundamental analysis, and quantitative models, aiming to maximize returns while maintaining risk management frameworks. Creating performance reports, explaining to clients, and ensuring compliance are also key responsibilities.
Future Outlook
While asset management competition is intensifying due to low interest rates and stricter regulations, demand for expert fund managers is expected to remain steady amid diversifying investment needs, ESG investments, and the adoption of AI technologies.
Personality Traits
Calm and composed / Curious and inquisitive / Excellent judgment / Strong sense of responsibility
Work Style
Domestic and international business trips / Flexitime / Hybrid work / Office-based
Career Path
Financial Analyst → Assistant Fund Manager → Fund Manager → Senior Fund Manager → Chief Investment Officer (CIO)
Required Skills
Economic Indicator Analysis / Excel (Advanced) / Financial Information Tool Operation / Financial Statement Analysis / Portfolio Theory / Risk Management
Recommended Skills
Communication Skills (English) / ESG Evaluation Analysis / Financial Engineering / Machine Learning / Programming (Python, R)
Aptitudes (Strengths Preferred)
| Item | Description |
|---|---|
| Analytical & Logical Thinking | To analyze financial statements and market data and make investment decisions. |
| Attention to Detail & Accuracy | Because minor market movements or errors in contract terms can lead to significant losses. |
| Communication Skills | Explanation and persuasion of investment policies to clients and internal stakeholders are required. |
| Initiative & Leadership | To proactively identify investment opportunities and lead decision-making. |
| Learning Agility & Knowledge Acquisition | To continuously adapt to changes in markets and financial products. |
| Numerical & Quantitative Analysis | Required for advanced quantitative analysis and risk model construction. |
| Planning & Organization | Planning skills to formulate and execute long- and short-term investment strategies are essential. |
| Problem Solving | The ability to solve investment challenges in uncertain market environments is required. |
| Stress Tolerance | High resilience is required due to handling large sums of money and market fluctuations. |
Aptitudes (Weaknesses Acceptable)
| Item | Description |
|---|---|
| Physical Stamina & Endurance | Because the work is primarily desk-based. |
Related Qualifications
- CFA (Chartered Financial Analyst)
- Securities Analyst (CMA)
- Type 1 Securities Representative
Aliases
- Portfolio Manager
Related Jobs
- Financial Analyst
- Investment Advisor
- Risk Manager
- Trader