Investment fund manager career

Kaiwhakahaere pūtea haumitanga

Investment fund managers provide financial advice and invest and manage money and property for clients to create income and profit.

Investment fund managers provide financial advice and invest and manage money and property for clients to create income and profit.

What would you do as an Investment fund manager?

Investment fund managers

  • usually work regular business hours
  • usually work in offices
  • need to identify and solve problems, communicate well and make decisions

Tasks

  • manage and invest money to create wealth
  • provide financial advice to clients
  • assess and manage financial risks
  • make decisions about investments
  • manage financial forecasting and planning
  • monitor and report on financial trends
  • make sure policies and laws are followed
  • manage and support finance teams
  • study data to inform decisions
  • develop and apply business processes

How can you become an Investment fund manager?

You usually need a qualification and experience to become an investment fund manager.

You may need

  • a relevant tertiary qualification in banking and finance or similar area
  • experience in similar work
  • to be an associate member or Chartered Financial Analyst of CFA Society New Zealand

If you're in school

You usually need NCEA Level 3 to do the study or training for this job.

Study a Finance major in our Bachelor of Business, or our Bachelor of Banking, Finance and Technology, to learn how to value assets, manage risk and build investment portfolios. Our Bachelor of Business in Finance is part of the CFA Institute's University Affiliation Program. Like all our undergraduate degrees, both include work-integrated learning.

If you already have a degree, our Master of Applied Finance sets you on the path towards the CFA designation.

View all qualifications

Investment fund manager FAQs

Scholarships

A range of scholarships are available to help with the cost of studying at Waikato. Options are available across a wide range of subjects and study levels, including scholarships for new students, current students and specific areas of study.

Find a scholarship

QS rankings

QS World University Rankings 2027

Waikato is ranked equal 293rd globally, placing us in the top 1.5% of universities worldwide, and 2nd in New Zealand by citations per faculty.

QS Ranking - Accounting & Finance

Waikato is ranked among the top 250 universities worldwide for Accounting & Finance in the QS World University Rankings.

Contact us

Management Student Centre

Monday to Friday 8:30am - 5:00pm
MSB.1.50, Waikato Management School, Hillcrest Road, University of Waikato, Hamilton

International Enquiries

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Chartered Accountants Australia and New Zealand

0800 4 69 422 (New Zealand) (9am to 9pm Monday to Friday (NZ time))