登录查看更多内容

How do you become a fund manager?

由人工智能和领英社区提供技术支持

If you are interested in investing, managing portfolios, and working with clients, you might want to become a fund manager. A fund manager is a professional who oversees the assets and strategies of a mutual fund, hedge fund, or other pooled investment vehicle. Fund managers are responsible for making decisions on asset allocation, risk management, performance evaluation, and client communication. In this article, we will explain how you can pursue a career as a fund manager and what skills and qualifications you need.

此文章中的业界达人

由社区从 10 条内容中精选。了解更多

Tom Threlfall, CFA

Co-Portfolio Manager | Digital Assets | Investor
Raj Sukkersudha

Principal & Founder, Denver Capital

1 Education and training

To become a fund manager, you typically need a bachelor's degree in finance, economics, accounting, or a related field. Some employers may prefer candidates with a master's degree, such as a Master of Business Administration (MBA) or a Master of Finance (MFin). Additionally, you may need to obtain relevant certifications, such as the Chartered Financial Analyst (CFA) or the Chartered Alternative Investment Analyst (CAIA). These credentials demonstrate your knowledge and expertise in various aspects of investment management and require passing exams and meeting experience requirements.

添加您的观点

Raj Sukkersudha

Principal & Founder, Denver Capital
举报内容
To become a fund manager, secure a bachelor's in finance, economics, or related fields. Advance with an MBA or CFA for specialisation. Gain practical experience through internships, showcasing analytical skills. Network actively, attend industry events, and join professional organisations. Cultivate a track record through personal investing or managing portfolios. Stay updated with continuous learning and consider additional certifications. Highlight soft skills like communication and decision-making. Stand out by emphasising a blend of education, experience, and interpersonal skills.

已翻译

赞
Clint Engler

CEO/Principal: CERAC Inc. FL USA..... ?? ????????Consortium for Empowered Research, Analysis & Communication
举报内容
Becoming a fund manager requires a trifecta: strong academic foundation (finance, economics, etc.), relevant experience (analyst roles, portfolio management) to prove your chops, and professional certifications (CFA, CIMA) to build trust and expertise. Network aggressively, showcase your passion, and be patient — it's a competitive ladder to climb, but with dedication, you can reach the top!

已翻译

赞
Tom Threlfall, CFA

Co-Portfolio Manager | Digital Assets | Investor
举报内容
I agree with the above, with regards to undergrad, but when it comes to CFA and further study I would hold off until you have more certainty of the kind of fund manager you want to join Reason being CFA or CAIA can be useful for more mainstream funds management roles - but I would argue for quant or even PE etc would not be as useful as more specific studies.

已翻译

赞
Abamoura Abadoun Kotchole Rodolphe KOTCHARE

PDG chez B-PAY | Entrepreneur | Startup, Investissement | Capital-risque | Fintech | Blockchain & Digital Wallet
举报内容
Devenir gestionnaire de fonds, également appelé gestionnaire de portefeuille, implique généralement un mélange d'éducation, d'expérience et de compétences spécialisées. Voici les étapes typiques pour devenir gestionnaire de fonds : 1. éducation : La plupart des gestionnaires de fonds ont au moins un dipl?me de premier cycle en finance, économie, comptabilité ou dans un domaine connexe. Certains poursuivent également des études supérieures, telles qu'une ma?trise en finance ou un MBA, pour approfondir leurs connaissances et leur expertise.

已翻译

赞

2 Experience and skills

To become a fund manager, you also need to gain practical experience in the financial industry. You can start by working as an analyst, trader, or assistant manager in a brokerage firm, investment bank, or asset management company. You can also look for internships, mentorships, or networking opportunities that can help you learn from seasoned fund managers and build your reputation. As a fund manager, you need to have strong analytical, mathematical, and problem-solving skills, as well as excellent communication, presentation, and interpersonal skills. You also need to be adaptable, creative, and ethical, as you will face changing market conditions, diverse client needs, and regulatory compliance issues.

添加您的观点

Tom Threlfall, CFA

Co-Portfolio Manager | Digital Assets | Investor
举报内容
I’m my experience there is no ‘typical’ road to working at a fund manager because the requirements vary so much by fund type. For example Investment Banking has historically been a great way to get into Private equity. Showing grit and perseverance and learning about DCF (Discounted Cash Flow) valuation and understanding how to value via competitor analysis. Whereas becoming a quant trader involves coding and back testing. Those that have demonstrable track records (regardless of scale of money) show an aptitude to self start and ‘seek’ the alpha opportunities. A good way to figure this out is to look at the backgrounds of people working at funds you’re considering. Which begs the question, which sector are you interested in!?

已翻译

赞

3 Types of funds

To become a fund manager, you need to decide what type of fund you want to specialize in. There are different types of funds that have different objectives, strategies, risks, and rewards. For example, mutual funds are open-ended funds that invest in a variety of securities and are accessible to the general public. Hedge funds are private funds that use sophisticated and often risky techniques, such as leverage, short selling, and derivatives, to generate high returns for wealthy investors. Other types of funds include exchange-traded funds (ETFs), index funds, pension funds, and sovereign wealth funds. You need to understand the characteristics, advantages, and disadvantages of each type of fund and choose the one that suits your interests, skills, and goals.

添加您的观点

Raj Sukkersudha

Principal & Founder, Denver Capital
举报内容
Mutual Funds: Blend of assets managed actively or passively. Hedge Funds: Seek absolute returns using diverse strategies. ETFs: Trade on exchanges, mirroring index performance. Private Equity: Invest in non-publicly traded companies. Venture Capital: Fuel growth for startups in exchange for equity. REITs: Pool funds for real estate investments, offering dividends. Index Funds: Passively mirror market index performance.

已翻译

赞

4 Finding a job

To become a fund manager, you need to find a job that matches your qualifications, experience, and preferences. You can search for job openings on online platforms, such as Indeed, LinkedIn, or Glassdoor, or visit the websites of specific fund companies, such as Vanguard, BlackRock, or Fidelity. You can also use your network of contacts, such as former colleagues, mentors, or clients, to get referrals or recommendations. When applying for a fund manager position, you need to prepare a resume and a cover letter that highlight your achievements, skills, and value proposition. You also need to prepare for interviews and tests that assess your knowledge, personality, and fit for the role.

添加您的观点

5 Advancing your career

To become a fund manager, you need to continuously improve your skills, knowledge, and performance. You can do this by taking courses, attending seminars, reading books, or subscribing to newsletters that keep you updated on the latest trends and developments in the financial markets. You can also seek feedback, guidance, and support from your peers, managers, or mentors, who can help you identify your strengths and weaknesses and develop your career plan. You can also pursue opportunities for growth, such as taking on more responsibilities, managing larger or more complex funds, or expanding your client base. By doing so, you can increase your reputation, income, and satisfaction as a fund manager.

添加您的观点

Tom Threlfall, CFA

Co-Portfolio Manager | Digital Assets | Investor
举报内容
The best advice on how to advance your career in funds management is to show an interest in the Asset class beyond just your job. If you want to get into property funds management start investing in the listed stocks and following their Quaterly meetings. If you want to get into small cap investing, invest in some and keep a track of what you invested in, when and why. These ‘demonstrable’ track records and interests will help you stick out from the field and create genuine conversation with the hiring managers.

已翻译

赞
Shaun Lim

Investment Executive | Fund Management and Research
举报内容
Start getting invested in the markets. Explore all sorts of investment strategies to figure out which best suits your investing philosophy. If possible, figure out a way to beat the benchmarks to show the value you bring to clients.

已翻译

赞

6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

添加您的观点

Theo Antoniou

Founding Partner at Spencer West Cyprus | Corporate | Financial Services | Private Wealth | Investment Funds
举报内容
It’s important for a fund manager to check if it is required to receive license from the competent authorities of his jurisdiction. For example the Alternative Investment Fund Manager (AIFM) should receive a license from the relevant Regulator!

已翻译

赞

加载更多内容

Financial Management

+ 关注

给文章评分

我们借助人工智能创建了此文章。您认为这篇文章怎么样？

很棒不太好

举报此文章

查看全部

How do you become a fund manager?

1

2

3

4

5

6

1 Education and training

2 Experience and skills

3 Types of funds

4 Finding a job

5 Advancing your career

6 Here’s what else to consider

Financial Management

给文章评分

感谢您的反馈

更多Financial Management相关文章

更多相关阅读内容