Investment Fund Managers

High School

Skills with numbers and compiling data are essential in investment fund management work, so be sure to take as many math classes as possible. Accounting, business, economics, and computer classes are helpful. Strong knowledge of computer software programs, such as financial analysis and risk management software, is important, so take computer classes. English and speech classes will help hone the research, writing, and speaking skills required for presenting investment recommendations. 

Postsecondary Training

Most employers require that investment fund managers have a bachelor's degree in accounting, business administration, finance, or statistics. Other possible majors include economics, international business, and public administration. Some organizations will hire managers with a bachelor's degree in another discipline providing they can demonstrate mathematical ability. In college, take business, economics, statistics, computer science, English, and communications classes. Some employers may require a writing sample prior to an interview.

Most colleges offer degree programs related to investment management or banking, and many also offer master's degrees. For advanced or executive positions in the field, a master's degree is often required.

Other Education or Training

Staying up to date with industry developments is key to success for investment professionals. Associations often provide continuing education opportunities. For example, the Investment Management Consultants Association offers webinars such as Introduction to Commodity Investing: Individual Commodities, Diversified Baskets, Inflation and Asset Allocations; Administering Unusual Assets with Purpose Trusts; and Investment Advice Fiduciary: New Rules of Engagement. The CFA Institute, New York Society of Security Analysts, Securities Industry and Financial Markets Association also provide continuing education opportunities. Contact these organizations for more information.