Investment Fund Manager Job Description, Duties, and Responsibilities

By | October 20, 2023
Investment Fund Manager Job Description
Investment fund managers help their clients find best instruments for higher returns for their money.

This post provides detailed information on the investment fund manager job description, including the key duties, tasks, and responsibilities they commonly perform.

It also highlights the major requirements that you may be expected to meet to be hired for the investment fund manager role by most recruiters/employers.

What Does an Investment Fund Manager Do?

Investment fund managers help their clients (which can be private or corporate bodies) with financial advice and services to be able to access a range of investment opportunities, such as shares, bonds, and investment trust, or to invest their money in the best instruments for good returns.

They are players in the financial market managing equity funds, property, or currency for clients who are looking to increase return for their money.

Investment fund managers’ job description entails working closely with investment analysts who provide the information and recommendations that allows the manager to make the right decisions about investments.

It involves helping shareholders or group of people who pull together funds for investment in the shares or security market to make better returns on their money.

It also involves having regularly meetings to discuss financial matters with company managers and investment analysts.

As a manager responsible for investment funds, your role will include researching prospective companies, gathering information, and reading financial briefs created by financial analysts to be able to make informed decisions about investing.

You will also be required to keep up-to-date knowledge about the country’s economy, as well as global economic perspective.

The fund manager work description also involves working closely with clients, and based on their goals and the level of risk they can take, help manage portfolio trading activities, as well as create an investment strategy for them.

The manager must ensure cost efficiency and profitability in the management of assets. And these must reflect in their decision to hold, buy, or sell assets.

He/she must also ensure proper liquidity of funds by paying close attention to risk and cost commonly associated with taking advantage on cash flow opportunities.

Being current with financial news and markets, with the ability to comprehend and interpret complex financial data are some of the qualities you need to have to succeed as a fund manager.

Investment Fund Manager Job Description Example/Sample/Template

Investment managers perform various functions as they strive to help their clients make more money.

The job description example below provides major tasks, duties, and responsibilities that commonly make up the role of an investment fund manager handling real estate private equity funds:

  • Assess the key risks, weaknesses, and strengths of a transaction
  • Analyze and reconcile deal information in Microsoft Excel models, including rent rolls and operating statements
  • Carry out research on demographic information and market
  • Carry out research and analysis of operating expenses, such as real estate tax methodology and estimates
  • Perform joint venture partners’ experience and financial strength analysis
  • Perform economic investment return and capital structure analysis
  • Conduct site visits as required
  • Receive and organize due diligence materials from clients
  • Revise joint-venture partnership agreements and project loan documents for material business terms
  • Supervise the closing process with both internal and external groups (such as developer attorneys, and partners)
  • Initiate and manage conference calls with the partners
  • Create and present investment summaries to the Investment Committee for approval, including charts, narrative descriptions, and graphs and tables, with proper illustration of important aspects of the investment proposal
  • May help in designing preliminary deal screening summaries to enhance deal origination activity
  • Communicate and coordinate partner expectations all through the underwriting process under the direction of the Director and Vice President, applying proactive and positive attitude that will ensure repeat origination opportunities
  • Ensure regular update of deal underwriting progress to the Vice President and Director, including due diligence review, process checklist review, issue identification, and transaction timing
  • Develop and maintain excellent working relationships with relevant operators in the real estate sector.

Requirements – Skills, Knowledge, and Abilities – for Investment Fund Manager Role

If you are applying for the role of an investment manager to be responsible for real estate private equity funds, here are important requirements and qualifications most employers may expect you to satisfy to be considered for the position:

  • Possess BA/BS in Real Estate, Finance, Business, Urban Planning, or in a related field; Master’s degree may be an advantage
  • Experience in real estate underwriting may be preferred
  • Experience of 3-5+ years in multifamily real estate investment
  • Solid knowledge of the dynamics of apartment market in both urban and suburban locations, as well as good knowledge of industry policies relating to multifamily and affordable housing, programs, and issues
  • Profound skills in Microsoft Excel modelling
  • Ability to produce reports and correspondence by applying excellent writing and editing skills
  • Excellent interpersonal and verbal communication skills to effectively represent company to all stakeholders, and to be effective in a collaborative team environment
  • Ability to adapt to varying situations, display professionalism, composure, diplomacy, and flexibility
  • Strong ability to give attention to detail while maintaining focus on the big picture
  • Proven ability to handle multiple tasks simultaneously and effectively in a fast paced work setting and meeting project deadlines
  • Highly motivated individual with profound ability to organize functions, work independently when necessary, and solve problems
  • Exceptional individual with strong ethics and high integrity record
  • To prove your suitability for this position, most employers may require you to pass certain pre-employment tests.


This post, including the sample job description will help you, if you are an employer looking to hire a competent investment fund manager, create a suitable and detailed description for the available role in your company.

Also, you will find this article beneficial if you are someone interested in starting a career in the investment management field.

You will be able to learn all you need to know about the duties and responsibilities of an investment fund manager from this post, putting you in a better position to make the best decisions about the career.