The tasks · Investment Fund ManagersSOC 11-3031.03
Research, analysis & forecastingWhat can do this →
88% · agentMostly automatable
Compliance monitoring & regulatory reviewWhat can do this →
85% · agentMostly automatable
Market intelligence & briefing synthesisWhat can do this →
82% · agentMostly automatable
Marketing materials & offering documentsWhat can do this →
80% · agentMostly automatable
Performance monitoring & reportingWhat can do this →
58% · agentPartly automatable
Investment selection & trade executionWhat can do this →
22% · you keepBarely automatable
The team5 agents · 5 need no setup
Research & Analysis Agent
Microsoft Excel · Tableau · SAS
● No integration needed
Compliance Review Agent
Microsoft Excel · Financial accounting software · Web browser software
● No integration needed
Market Intelligence Agent
Web browser software · Microsoft Word · Microsoft PowerPoint
● No integration needed
Marketing Materials Agent
Microsoft PowerPoint · Microsoft Word · Web browser software
● No integration needed
Performance Monitoring Agent
Microsoft Excel · Microsoft Power BI · Portfolio analysis software
● No integration needed
You keep this
Final investment decisions and trade approvalsAccountability for fund performance and fiduciary dutyHigh-stakes investor relationship ownership and negotiationHiring decisions and staff performance accountability
Automatability scores estimate how much of a task an agent can reliably do today, grounded in O*NET task data. They are not predictions of job loss.
Start with these three
The most automatable work in this job, and the one tool we would use for each. Every task has a page of its own with the reasoning and every occupation that does it.
