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How exposed to AI is a Investment Fund Manager?

Of the 20 tasks O*NET lists for investment fund managers, 3 could be done in half the time with a chat window today. 2 cannot be sped up at all. Here is which.

Exposure means published research judged an AI could halve the time a task takes, at the same quality. It does not mean the task stops needing a person. How to read this

Also called
Fixed Income Portfolio ManagerFixed Income Vice President (Fixed Income VP)Investment Analysis Vice President (Investment Analysis VP)Portfolio Manager
Reachable today Needs software built first Cannot be sped up
20
tasks rated for this occupation
100%
hold a degree, from a survey of 25
681k
people do this job in the US
3 of 56
least protected in management

Every task, and what AI can do with it

These are O*NET's task statements for this occupation, exactly as written, sorted into the three bands by the ratings behind this report. Nothing has been reworded.

Reachable with a chat window today

3
  • Develop or implement fund investment policies or strategies
  • Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation
  • Develop, implement, or monitor security valuation policies

Only with software built on top

15
  • Manage investment funds to maximize return on client investments
  • Select specific investments or investment mixes for purchase by an investment fund
  • Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals
  • Present investment information, such as product risks, fees, or fund performance statistics
  • Meet with investors to determine investment goals or to discuss investment strategies
  • Attend investment briefings or consult financial media to stay abreast of relevant investment markets
  • Prepare for and respond to regulatory inquiries
  • Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential
  • Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities
  • Develop or direct development of offering documents or marketing materials
  • Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements
  • Verify regulatory compliance of transaction reporting
  • Review offering documents or marketing materials to ensure regulatory compliance
  • Identify group or individual target investors for a specific fund
  • Direct activities of accounting or operations departments

Cannot be sped up

2
  • Select or direct the execution of trades
  • Hire or evaluate staff
What this does not say

This is not a prediction about your job

Nobody surveyed an employer. Tasks are counted equally, so a percentage here is a share of the list rather than a share of your week. And the ratings were made in 2023, which makes every figure a floor rather than a ceiling.

It must never be used to select anyone for redundancy. The full limits are here.

Where to go next

This is the standard task list for the title. The useful next question is which of the tasks you actually do should go near AI, and which should not.

Sort your own tasks Read the full report

Exposure ratings from Eloundou, Manning, Mishkin and Rock, GPTs are GPTs: Labor market impact potential of LLMs, Science 384, 1306–1308, 2024, used under the MIT licence. This page includes information from the O*NET Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license. O*NET® is a trademark of USDOL/ETA. People Team AI has modified all or some of this information. USDOL/ETA has not approved, endorsed, or tested these modifications. Employment figures from the US Bureau of Labor Statistics.