Roles · Finance and mortgages

AI portfolio manager

Manages investment funds to maximise return on client investments and selects specific investments for purchase by an investment fund.

Kenji Mwangi“I manage investment funds to maximise return on client investments”An example character, not a real person.
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Portfolio manager · What it does

Three tasks it takes off your hands

  1. Manage investment funds to maximise return on client investments.
  2. Select specific investments or investment mixes for purchase by an investment fund.
  3. Select or direct the execution of trades.
Where these come from

The tasks of “Investment Fund Managers” (O*NET 11-3031.03), as O*NET lists them:

  • Manage investment funds to maximize return on client investments.
  • Select specific investments or investment mixes for purchase by an investment fund.
  • Select or direct the execution of trades.

Portfolio manager · Tools and industries

It works in the tools you already use

  • Microsoft Excel
  • Microsoft Office software
  • Microsoft PowerPoint
  • Microsoft Access
  • Microsoft Outlook
  • Microsoft Power BI

Industries it fits

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Role facts from O*NET 31.0 Database (U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), CC BY 4.0) and ANZSCO 2022 (Australian Bureau of Statistics, CC BY 4.0), written in our words. Sources and credits

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