Occupation intelligence

Investment Manager

Role lens

Investment managers administer the portfolio of investments that a company has. They perform close follow up of the investments looking for the most profitable solutions represented in financial products or securities. They analyse behaviour in financial markets, interests rates, and the companies' position in order to advise on risks and profitability for the client.

Summary

As an Investment Manager, you'll be responsible for overseeing and growing investment portfolios for companies or clients. Your days will involve in-depth analysis of financial markets, interest rates, and individual company performance. You’ll actively monitor existing investments, identify opportunities for improvement, and recommend new financial products or securities to maximize profitability while managing risk. This role requires a keen understanding of financial instruments and a proactive approach to adapting to market changes.

Key responsibilities
  • • Analyzing financial markets and economic trends to identify investment opportunities.
  • • Monitoring existing investment portfolios and recommending adjustments based on performance and market conditions.
  • • Advising clients or companies on investment strategies, risk management, and profitability.
Labour market
More candidates than openings in Austria and 4 more countries
ELA/EURES 2025
Industry
Financial Services
Education
Bachelor's or equivalent level
20%
Resilience Score · 2026 (Higher is better)
Bachelor's or equivalent level 76% AI exposure · 2026
Labour market

Where this occupation is in demand

Reported labour shortages and surpluses, by year. Published for occupation groups, not for individual job titles.

Shortage reportedSurplus reportedReported in another yearNot covered by this source

Deeper colour: reported the same way in more consecutive years.

Figures cover Business and administration professionals — 134 jobs including this one.

3 of 8 in shortage202529 of 31 growing7.2Mopenings to 2035

In shortage: Belgium, Netherlands, Romania.

Longest-running shortage: Belgium, 4 years.

Select a place on the map to see its figures.

About this source›

Source: ELA/EURES labour shortages and surpluses. Readings are published at occupation-group level, and cover Europe. Editions differ in annex layout and country coverage, so a change between years does not always mean the labour market changed. Countries in grey were not reported, which is not the same as being in balance.

What these words mean

The four things this section reports

Reported demand
Whether employers report needing people in this job — a judgement published by a national or EU body, not a count.
Where it is heading
Which way employment in this job is expected to move over the coming years, from an official projection.
Openings
Roughly how many openings arise — from growth and from people leaving the job.
Typical pay
What people in this job typically earn where the source publishes it. Blank does not mean unpaid; it means nobody publishes it for that place.

A measure is left out when nobody publishes it for that place, rather than shown as zero.

Which way the market leans for you

In your favour
More openings than people looking — employers are competing for candidates.
Balanced
Openings and candidates are roughly matched.
Competitive
More people looking than openings — expect to compete.
Mixed evidence
Sources disagree, or the same occupation group is short in one part and oversupplied in another.

Every source resolves to one of these four, so there is a single vocabulary to learn. What differs is the evidence behind it, which is printed underneath each verdict — a measured ratio of openings to jobseekers, or an assessment published by a national body.

How this job compares with other jobs in the same country

Strong
Among the strongest in that country
Good
Stronger than most jobs in that country
Mixed
About typical for that country
Weak
Weaker than most jobs in that country

This is a rank within one country, not a score you can carry across borders — the registers behind two countries count different people, so the same number means different things in each. It is also why a job can be among the strongest in a country and still show as Competitive: it leads the field in a market that is crowded overall.

Where these come from

Every figure is published by a national statistics office, a public employment service or an EU body, and each card names its source and the period it covers. Some places are counted monthly, others assessed once or twice a year, so two places on the same map can be describing different moments — the date is always shown.

None of this predicts one person's chances. It describes a market.

Explore More

Find your career path and explore the science behind our recommendations.

Quick fit check

Could investment manager fit you?

Answer three quick questions. This is not a full assessment — it is a teaser to help you decide whether to compare your profile.

Progress0/3

Do you enjoy tasks that require Integrity?

Do you enjoy tasks that require Analytical Thinking?

Do you enjoy tasks that require Stress Tolerance?

NexFuture™

Future Outlook for investment manager

The outlook for investment manager reflects a balanced mix of automation exposure and durable, human-led work.

How are these scores calculated?

The Resilience Score (0–100) estimates how structurally protected this occupation is from automation and AI disruption, based on task-level analysis. Higher scores mean more human-judgment-intensive tasks. AI Exposure shows the estimated percentage of task hours that current AI capabilities could affect. These are model-derived structural indicators, not predictions about individual job security.

Play the future
How could investment manager change as AI adoption grows?

Several task areas may shift toward AI-assisted workflows, so reskilling becomes more important.

Significant task-level transformation is estimated in 9 years (around 2035) under the selected Expected Pace scenario.
~15%
Resilience
Automation Risk
EXP~80%
Human advantage
MOAT~15%

Illustrative scenario based on task automatability — not a forecast. Values are rounded the further ahead you look.

2026
2031
2040
AI Adoption Speed:

How AI may change this role

Deterministic, model-based interpretation of current role signals — not a guarantee of replacement.

Human-owned 20% Human-owned

What still depends on people

  • follow company standards
  • liaise with financiers
  • liaise with managers
The Human Edge To stay ahead in this role, focus on corporate social responsibility and investment analysis. These human-centric skills are the hardest for AI to replicate in the next 20 years.
Assist 26% Assist

Where AI may become a co-pilot

  • analyse business plans
  • interpret financial statements
  • analyse financial performance of a company
Automate 76% Automate

Tasks most exposed to automation

  • obtain financial information
Detailed Analysis

Vital Signs & AI Vectors

AI Exposure Vectors

0-100%
Cognitive Software 26%

Exposure to workflow automation, decision-support software, and process digitisation

AI / Machine Learning 13%

Exposure to AI-assisted analysis, pattern recognition, and predictive modelling tasks

Generative AI 7%

Exposure to content generation, creative augmentation, and large language model tools

Robotic & Physical Automation 0%

Exposure to physical automation, robotics, and sensor-driven task displacement

Technical Details
Methodology: NexFuture v3.0 Sources: O*NET® 30.3, ESCO v1.2.1 Updated: Sep 2026

NexFuture v3.0 estimates automation exposure natively from ESCO essential-skill groups, weighted by skill mass and calibrated against expert anchors. Scores are probabilistic estimates, not guarantees. See the NexFuture Methodology White Paper for full details.

Measures automation exposure. It does not measure pay, demand, or how many jobs exist near you.

Day in the life

What people in this role usually do

Financial Services

Day in the life

A typical day as an investment manager

09
09:00 · Morning
analyse business plans
Analyse the formal statements from businesses which outline their business goals and the strategies they set in place to meet them, in order to assess the feasibility of the plan and verify the business' ability to meet external requirements such as the repayment of a loan or return of investments.
10
10:30 · Mid-morning
assess financial viability
Revise and analyse financial information and requirements of projects such as their budget appraisal, expected turnover, and risk assessment for determining the benefits and costs of the project. Assess if the agreement or project will redeem its investment, and whether the potential profit is worth the financial risk.
12
12:00 · Midday
advise on financial matters
Consult, advise, and propose solutions with regards to financial management such as acquiring new assets, incurring in investments, and tax efficiency methods.
14
14:00 · Afternoon
analyse financial performance of a company
Analyse the performance of the company in financial matters in order to identify improvement actions that could increase profit, based on accounts, records, financial statements and external information of the market.
15
15:30 · Late afternoon
analyse financial risk
Identify and analyse risks that could impact an organisation or individual financially, such as credit and market risks, and propose solutions to cover against those risks.
17
17:00 · Wrap-up
analyse market financial trends
Monitor and forecast the tendencies of a financial market to move in a particular direction over time.

Task order is illustrative. Individual days vary.

Skills & knowledge

What you need to do this work

The skills, knowledge and tools this role calls for — and the traits and rewards that come with it.

Essential skills
analysing financial and economic data
  • interpret financial statements

    Read, understand, and interpret the key lines and indicators in financial statements. Extract the most important information from financial statements depending on the needs and integrate this information in the development of the department's plans.

  • analyse financial performance of a company

    Analyse the performance of the company in financial matters in order to identify improvement actions that could increase profit, based on accounts, records, financial statements and external information of the market.

  • assess financial viability

    Revise and analyse financial information and requirements of projects such as their budget appraisal, expected turnover, and risk assessment for determining the benefits and costs of the project. Assess if the agreement or project will redeem its investment, and whether the potential profit is worth the financial risk.

managing budgets or finances
  • manage securities

    Administer the securities owned by the company or organisation, namely debt securities, equity securities and derivatives aiming to get the highest benefit from them.

  • enforce financial policies

    Read, understand, and enforce the abidance of the financial policies of the company in regards with all the fiscal and accounting proceedings of the organisation.

monitoring financial and economic resources and activity
  • analyse market financial trends

    Monitor and forecast the tendencies of a financial market to move in a particular direction over time.

  • monitor stock market

    Observe and analyse the stock market and its trends on a daily basis to gather up-to-date information in order to develop investment strategies.

developing financial, business or marketing plans
  • strive for company growth

    Develop strategies and plans aiming at achieving a sustained company growth, be the company self-owned or somebody else's. Strive with actions to increase revenues and positive cash flows.

  • develop investment portfolio

    Create an investment portfolio for a customer that includes an insurance policy or multiple policies to cover specific risks, such as financial risks, assistance, reinsurance, industrial risks or natural and technical disasters.

collaborating and liaising
  • liaise with financiers

    Liaise with people willing to finance the project. Negotiate deals and contracts.

  • liaise with managers

    Liaise with managers of other departments ensuring effective service and communication, i.e. sales, planning, purchasing, trading, distribution and technical.

providing financial advice
  • review investment portfolios

    Meet with clients to review or update an investment portfolio and provide financial advice on investments.

  • advise on financial matters

    Consult, advise, and propose solutions with regards to financial management such as acquiring new assets, incurring in investments, and tax efficiency methods.

analysing business operations
  • analyse business plans

    Analyse the formal statements from businesses which outline their business goals and the strategies they set in place to meet them, in order to assess the feasibility of the plan and verify the business' ability to meet external requirements such as the repayment of a loan or return of investments.

gathering information from physical or electronic sources
  • obtain financial information

    Gather information on securities, market conditions, governmental regulations and the financial situation, goals and needs of clients or companies.

promoting, selling and purchasing
  • trade securities

    Buy or sell tradable financial products such as equity and debt securities on your own account or on behalf of a private customer, corporate customer or credit institution.

performing risk analysis and management
  • analyse financial risk

    Identify and analyse risks that could impact an organisation or individual financially, such as credit and market risks, and propose solutions to cover against those risks.

Knowledge areas & Software & Technologies
Knowledge areas
  • corporate social responsibility

    The handling or managing of business processes in a responsible and ethical manner considering the economic responsibility towards shareholders as equally important as the responsibility towards environmental and social stakeholders.

  • investment analysis

    The methods and tools for analysis of an investment compared to its potential return. Identification and calculation of profitability ratio and financial indicators in relation to associated risks to guide decision on investment.

  • green bonds

    The financial instruments traded in financial markets that aim at raising capitals for projects with specific environmental benefits.

Cross-sector skills
  • asset management
  • banking activities
  • financial analysis
  • financial management
  • financial products
  • financial statements
  • funding methods
  • public offering
  • stock market
Software & Technologies
Structured query language SQLSASTableauMicrosoft Power BIOracle HyperionFinancial accounting softwareStatistical analysis softwareAutodesk AutoCAD Blue SkyOracle Hyperion PlanningMicrosoft MapPointPortfolio analysis softwareReadSoftRisk analysis softwareSunGard Financial Systems AddVantage
Key traits you need
Integrity Analytical Thinking Stress Tolerance Achievement/Effort Persistence Dependability Initiative Attention to Detail Cooperation Self-Control Leadership Adaptability/Flexibility Independence Innovation Social Orientation Concern for Others
Key rewards you can expect
AchievementWorking Condit…RecognitionRelationshipsSupportIndependence
How to qualify

Path to become an investment manager

What it typically takes to qualify: education level, where it is a regulated profession, and where to study.

Typical education level

Bachelor's or equivalent level

Study programmes

Real programmes leading to this occupation, by country.

Master of Arts in Financial Management

EQF 7 Possible match No direct programme link available

Bachelor of Business (Honours) in Business with Finance and Investment (Add-on)

EQF 6 Possible match No direct programme link available

Master of Science (Financial Services)

EQF 7 Possible match No direct programme link available

Master of Science in Trading and Investing

EQF 7 Possible match No direct programme link available

Professional Diploma (Applied Alternative Investments)

EQF 7 Possible match No direct programme link available

Postgraduate Diploma in Science in Trading and Investing

EQF 7 Possible match No direct programme link available

Bachelor of Arts (Honours) in Finance and Investment Practice

EQF 6 Possible match No direct programme link available
Career progression

Growth Pathways & Similar Roles

Explore typical career progression paths, adjacent skills, and similar roles to plan your next transition.

Career landscape

Where does investment manager fit?

This role
investment manager This role

Similarity scores based on skill overlap from ESCO data.

Common questions

Frequently asked questions

What skills are most important for an Investment Manager?
Strong analytical skills, a deep understanding of financial markets, and the ability to assess risk are essential. Excellent communication and interpersonal skills are also crucial, as you’ll be advising clients and presenting your findings clearly.
Is this role typically a solo pursuit, or is it usually part of a team?
Investment Managers are typically employed within financial institutions, asset management firms, or corporate finance departments. This role is primarily an employment-based position, working as part of a larger team or reporting to a senior investment professional.
What kind of background or education is usually required to become an Investment Manager?
A strong educational foundation in finance, economics, or a related field is generally expected. While specific certifications aren’t mandated, advanced degrees and professional qualifications can significantly enhance your career prospects.
How much does Investment Manager pay in the United States?
$161,700 a year at the median, as of 2025-05. State medians run from $80,390 to $219,880. Source: US Bureau of Labor Statistics. This is a United States figure and not a projection for Europe.

Sources: ESCO O*NET ELA/EURES Cedefop BLS Data updated September 20, 2026 About our data