Investment Professionals

Investment professionals such as financial analysts, fund managers, endowment managers, and chief investment officers are responsible for creating an investment strategy to benefit their clients, companies, or others they serve. Some investment professionals work for a stock exchange, others for an investment firm, while still others work for a foundation and manage a large portfolio of investments.

Quick Facts
Duties Analyze investment markets and funds, make investment decisions for clients, monitor investment performance, file regulatory paperwork
Alternate Title(s) Chief Investment Officers, Endowment Managers, Financial Analysts, Fund Managers, Institutional Managers, Registered Investment Advisers
Salary Range $25,000 to $100,000+
Employment Prospects Good
Advancement Prospects Good
Work Environment Primarily Indoors
Best Geographical Location(s) Opportunities exist across the country, but primarily in larger cities and metropolitan areas
Education and Training
  • Bachelor's Degree
  • Master's Degree
Related School Subjects
  • Business
  • Economics
  • Mathematics
Experience One to three years experience in investment management or a related field
  • Business Management
  • Financial
  • Organizational
Personality Traits
  • Enterprising
  • Organized
  • Problem-Solving
Licensure/Certification Required
Career Ladder
  • Investment associate or assistant
  • investment professional
  • manager, investment services
  • director, investment services
  • executive or principle of investment firm