Investment Fund Managers

Management Occupations
O*NET-SOC 代码
11-3031.03

Plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.

  • 数据来源: BLS发布时间: 2026-08

    很高· 相对

    低四级相对区间很高

    职业群单位数值

    尺度 · 母数 · 来源

    四级相对类别（低 / 中等 / 高 / 很高）

    以BLS就业预测表中831个细分职业为基数。取值按 NEM（全国就业矩阵）代码给定，因此共用同一 NEM 代码的职业得到相同分档

    来源数据集（XLSX 文件下载）

  • 数据来源: Anthropic发布时间: 2026-03

    0.391

    0.000此处所载数值的范围0.745

    职业群单位数值

    尺度 · 母数 · 来源

    观测暴露度指数，按发布原值0–1

    以O*NET任务映射为基准

    按 SOC 2018 职业发布的数值；具有相同 SOC 2018 代码的所有 O*NET 职业均显示此值

    来源数据集（CSV 文件下载）

  • 数据来源: ILO发布时间: 2025

    0.37–0.47· ISCO-08 职业组 2 个

    尺度 · 母数 · 来源

    生成式AI暴露度指数，按发布原值0–1

    按 ISCO-08 细类（4 位）发布的数值。按原样应用美国劳工统计局（BLS）的官方对照表（ISCO-08→2010 SOC、2010 SOC→2018 SOC）关联到本职业，对应关系为全部或部分对应

    来源数据集（PDF 文件下载）

该来源发布的是什么性质的数值

BLS的类别是相对排位而非绝对水平，也不是一手测量：它把多项已发表研究给出的职业百分位排名归并为四个等级。它不是就业或工资预测，不是采用概率，也不区分自动化与增强。

各关联 ISCO-08 职业组的 ILO 数值
  • ISCO-08 1211Finance Managers0.37
  • ISCO-08 1346Financial and Insurance Services Branch managers0.47

Task-level exposure

仅显示有暴露的工作

已评分任务 20 项 · β ≥ 0.5 的任务 20 项（100.0%）

β = 直接暴露（E1）+ 0.5 × 借助工具时的暴露（E2），依据原始代码库的定义。

  • 原始单位：O*NET 27.2 任务 → O*NET 31.0 职业代码
  • 所有已评分任务均在 O*NET 31.0 任务列表中。
来源
OpenAI "GPTs are GPTs" exposure rubric
版本
gh-main-0471612
许可
MIT License, Copyright (c) 2024 OpenAI
Task (O*NET 30.2)Claude.aiRaw / share %APIRaw / share %
Develop or direct development of offering documents or marketing materials.

11-3031.03

0.090069.20.01007.7
Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential.

11-3031.03

0.030023.10.100076.9
Present investment information, such as product risks, fees, or fund performance statistics.

11-3031.03

0.01007.70.00000.0
Verify regulatory compliance of transaction reporting.

11-3031.03

0.00000.00.01007.7
Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.

11-3031.03

0.00000.00.01007.7
Review offering documents or marketing materials to ensure regulatory compliance.
—00.00000.0
Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements.
—00.00000.0
Not observed on any surface — 13 task(s) — These tasks have no row in the source for this release. The 0 in the share row is a display-stage composition ratio; absence is what the — in the raw row states.
Prepare for and respond to regulatory inquiries.
—0—0
Hire or evaluate staff.
—0—0
Develop, implement, or monitor security valuation policies.
—0—0
Attend investment briefings or consult financial media to stay abreast of relevant investment markets.
—0—0
Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.
—0—0
Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities.
—0—0
Meet with investors to determine investment goals or to discuss investment strategies.
—0—0
Develop or implement fund investment policies or strategies.
—0—0
Select or direct the execution of trades.
—0—0
Manage investment funds to maximize return on client investments.
—0—0
Select specific investments or investment mixes for purchase by an investment fund.
—0—0
Direct activities of accounting or operations departments.
—0—0
Identify group or individual target investors for a specific fund.
—0—0

Data sources & licenses — O*NET®, Anthropic Economic Index, Eloundou et al. (2023): see full notices on the Credits page

O*NET 31.0 全部任务（20 项）

本职业在 O*NET 31.0 中的全部任务（英文原文；任务类型为核心或补充）。暴露值不列在此清单中，而在上方表格里，位于各来源所用 O*NET 版本的任务表述旁。

任务（O*NET 31.0）类型
Prepare for and respond to regulatory inquiries.核心
Hire or evaluate staff.核心
Develop, implement, or monitor security valuation policies.核心
Attend investment briefings or consult financial media to stay abreast of relevant investment markets.核心
Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.核心
Present investment information, such as product risks, fees, or fund performance statistics.核心
Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.核心
Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities.核心
Meet with investors to determine investment goals or to discuss investment strategies.核心
Develop or direct development of offering documents or marketing materials.核心
Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential.核心
Develop or implement fund investment policies or strategies.核心
Select or direct the execution of trades.核心
Manage investment funds to maximize return on client investments.核心
Select specific investments or investment mixes for purchase by an investment fund.核心
Verify regulatory compliance of transaction reporting.补充
Direct activities of accounting or operations departments.补充
Review offering documents or marketing materials to ensure regulatory compliance.补充
Identify group or individual target investors for a specific fund.补充
Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements.补充

职业信息

就业展望（BLS）

这些数值属于整个 SOC 11-3031 组（Financial managers），并非仅属于该 O*NET 职业。

就业人数，2025
880K
预计就业人数，2035
965K
变化 (2025–35)
+9.7%
年薪中位数，2025
$166,570
入职通常所需学历
Bachelor's degree
最低 $30,890BLS EP 2025–35 中 825 个细分职业的工资中位数范围最高 $559,030

来源: U.S. Bureau of Labor Statistics, Employment Projections 2025–35 — Employment by detailed occupation, 2025 and projected 2035

韩国职业分类关联（KSCO）

来自 AI Changing Work 制作的 Korea Occupation Direct Crosswalk v1.1 当前版本的关联。关系值从 O*NET-SOC 职业一侧解读。

KSCO 代码KSCO 名称关系状态
28221금융자산 운용가范围相同已确认
28293투자신탁 전문가相关，但不对应已确认

关系与状态的定义(kr-direct v1.1)

国际劳工组织（ILO）职业说明

以下 ISCO-08 职业组由 AI Changing Work 原样套用美国劳工统计局（BLS）发布的对照表（2018 SOC→2010 SOC、2010 SOC→ISCO-08）、不逐案取舍，与本职业相关联；每项关联可能是完全对应，也可能是部分对应。

  • ISCO-08 1211Finance Managers

    财务经理

  • ISCO-08 1346Financial and Insurance Services Branch managers

    金融和保险服务分支机构经理

自行翻译

自行翻译 · 非 ISCO 官方词汇 — 未经国际劳工组织审核。

Sources: ILO ISCO-08 — details: Credits

ESCO 职业词汇

以下每一项都是在已公开的ESCO-O*NET Crosswalk（第 1 版，2022 年）中与本职业逐项对应的。对应类型出自该对照表；表述出自 AI Changing Work。

  • venture capitalistESCO 2412.11本职业范围更宽

    Venture capitalists invest in young or small startup companies by providing private funding. They research potential markets and particular product opportunities to help business owners develop or expand a business. They provide business advice, technical expertise, and network contacts based on their experience and activities. They do not assume executive managerial positions within the company, but have a say in its strategic direction.

  • asset managerESCO 3311.1有重叠，但不相同

    Asset managers invest the money of a client into financial assets, through vehicles such as investment funds or management of individual clients’ portfolios. This includes the management of the financial assets, within a given investment policy and risk framework, the provision of information, the assessment and monitoring of risks.

  • investment analystESCO 2413.1.3有重叠，但不相同

    Investment analysts undertake research to make informed recommendations to fund managers. They research investments globally but depending on the nature and field of their employer they can specialise in fields like retail, infrastructure, energy, banking and financial services. They focus on financial and economical information such as the political and economic developments that can impact financial markets, the financial performance of the target companies and use the interpretation of data from different sources to understand how it affects investment decision making.

  • investment managerESCO 2412.5.3有重叠，但不相同

    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.

  • mutual fund brokerESCO 3311.2.3有重叠，但不相同

    Mutual fund brokers handle and raise cash from shareholders in order to invest them in stocks, bonds and money-market securities. They engage with investors by making inquiries about the client's mutual funds account status and transaction procedures. Mutual fund brokers make use of their expertise in investment theory, market experience, and research to pick the most approapriate investments for their fund portfolio. They ensure that the mutual fund's operations are in compliance with legal requirements.

来源: European Commission, DG EMPL — ESCO API 2026-08-08 (bridge v1.2.1)

许可: CC BY 4.0 (EU Reuse Notice)

查看原文

ESCO reuse terms and the modification notice are in Credits.

法国职业分类关联（ROME）

本职业与 ROME 4.0 职业条目（fiche）之间的关联，由 AI Changing Work 借助 AI 模型判定。关系从本职业一侧解读。标为「暂定」的关联仅凭同一模型系列（Claude）两位判定者的判定采纳，或对其判定适用运营方规则后采纳，因此其依据弱于已确认的关联。

ROME 代码ROME 名称（法语）关系
C1304Gestionnaire d'organisme de placement collectif en valeurs mobilières -OPCVM-本职业范围更宽
C1303Responsable de portefeuille financier有重叠，但不相同
M1226Responsable investissements相关，但不对应

Source: France Travail — Répertoire Opérationnel des Métiers et des Emplois (ROME 4.0), version 61, last updated 15 June 2026 (https://www.data.gouv.fr/datasets/repertoire-operationnel-des-metiers-et-des-emplois-rome). Licence Ouverte 2.0.

ROME codes and titles are reproduced unchanged; the links to O*NET-SOC occupations are AI Changing Work's own judgment and are not a France Travail correspondence.

(AI Changing Work link release: fr-direct v1)

西班牙职业分类关联（CNO-11）

本职业与 CNO-11 职业之间的关联，由 AI Changing Work 借助 AI 模型判定。关系从本职业一侧解读。

CNO-11 代码CNO-11 名称（西班牙语）关系
2612Asesores financieros y en inversiones本职业范围更窄
1211Directores financieros相关，但不对应

Source: Instituto Nacional de Estadística (INE), National Classification of Occupations 2011 (CNO-11, Royal Decree 1591/2010) — www.ine.es · Licensed CC BY 4.0. CNO-11 codes and Spanish titles are reproduced unchanged; the links to O*NET occupations are AI Changing Work's own judgment and are not an INE correspondence.

(AI Changing Work link release: es-direct v1)

德国职业分类关联（KldB）

本职业与 KldB 职业之间的关联，由 AI Changing Work 借助 AI 模型判定。关系从本职业一侧解读。

KldB 代码KldB 名称（德语）关系
72124Anlageberater/innen und sonstige Finanzdienstleistungsberufe - hoch komplexe Tätigkeiten本职业范围更窄
72194Führungskräfte - Versicherungs- und Finanzdienstleistungen相关，但不对应

Source: © Statistik der Bundesagentur für Arbeit — Klassifikation der Berufe 2010 – überarbeitete Fassung 2020, https://statistik.arbeitsagentur.de. KldB codes and titles are reproduced unchanged; the links to O*NET occupations are AI Changing Work's own mapping (eigene Zuordnung) and are not a Bundesagentur für Arbeit correspondence.

(AI Changing Work link release: de-direct v1)

日本职业分类关联（JSCO）

本职业与 JSCO 职业之间的关联，由 AI Changing Work 借助 AI 模型判定。关系从本职业一侧解读。

JSCO 代码JSCO 名称（日语）关系
184金融・保険専門職業従事者本职业范围更窄
031会社管理職員相关，但不对应

Source: Ministry of Internal Affairs and Communications (MIC), Japan Standard Occupational Classification (Dec. 2009, MIC Notification No. 555). JSCO codes and Japanese titles are reproduced unchanged; the links to O*NET occupations are AI Changing Work's own judgment and are not a MIC correspondence.

(AI Changing Work link release: jp-direct v1)

本页数据的来源与许可，以及 AI Changing Work 的修改与翻译说明：致谢与来源