dcsimg

Career Story: Investment Manager For An Insurance Company

Investment Manager For An Insurance Company

Job Title: Investment Manager

Type of Company: I work in the Investment Management group of a large insurance company.

Education: BA, Economics, Brandeis University •• MA, International Finance, Brandeis University

Previous Experience: I started by entering a credit training program after college.

Job Tasks: People invest money into the mutual fund I help manage and it is my job to find the best possible investment opportunities for my investors so their money can grow.

Throughout the day I do a lot of reading and math. At the end of every month and quarter and year, I put together presentations and reports to show my investors how they are doing and what I think will happen in the financial markets going forward.

I also spend time on the phone or traveling to meet clients in person and raise new investor money.

Best and Worst Parts of the Job: The best part of the job is finding an investment you think is a good one and having it actually meet or beat your expectations. Meeting investors and seeing the impact your investment decisions have on their savings is also very rewarding. It is also fun to learn about many different business - what they do or make, how they operate, see them grow (or fail) and what their view is about the future.

Performance which is below that of your peers is not fun. The industry is quite competitive.

Job Tips: Classes in Finance and Economics will certainly help with any career in banking or investments. Also take advantage of any training a company will provide, even if at first you do not see the direct link to what you want to do within the field of finance.

My job is very reading-, writing- and math-intensive. This job is for someone who likes to learn about many different businesses and likes to watch savings grow over time. It is also rewarding to help someone else reach their savings or investment goals.

Additional Thoughts: There is no direct path that leads to investment management (unlike say a doctor or a lawyer) so do not be frustrated if you feel you are not moving toward that at first.

Popular Schools offering Finance Programs

quickinfoThese schools offer particularly quick info upon request, and we have written detailed profiles for each (click school names to see the profiles).

Request info from multiple schools, by clicking the Request Info links.

Matching School Ads

Want to earn a bachelor's or master's degree in the high-demand business field?

  • Programs: B.S. in Finance and Economics, M.B.A.: Finance, B.S. in Accounting, more...
  • Degrees: Bachelor, Master

You've found Ashford University, where school comes to you. Earn your bachelor's or master's degree online.

  • Programs: BA/Finance, BA/Sports and Recreation Management - Finance, MBA - Finance, more...
  • Degrees: Bachelor, Master
  • Programs: Master - Finance, Master - Professional Accounting, BS - Accounting
  • Degrees: Master, Bachelor

Liberty University provides a world-class education with a solid Christian foundation, equipping men and women with the values, knowledge, and skills essential for success in every aspect of life.

  • Programs: BS in Business - Finance , MS in Accounting, MBA - Accounting, more...
  • Degrees: Bachelor, Master, Doctorate

Lower Tuition Cost Than Many Other Universities.  Classes Start Soon.

  • Programs: Bachelor of Science in Accounting, Master of Science in Accounting, Master of Business Administration in Accounting, more...
  • Degrees: Bachelor, Master

Johns Hopkins University Carey Business School has brought the philosophy of business with humanity in mind to a part time format.

  • Programs: Master of Science in Finance, Flexible MBA - Financial Business, Flexible MBA, more...
  • Degrees: Master

Study online with University of Maryland at College Park.

  • Programs: MBA - Finance, MBA - Accounting, MBA - General
  • Degrees: Master

See What’s Possible When You Earn a Degree at Florida Tech 100% Online

  • Programs: MBA Finance, Bachelor of Arts in Accounting, Associate of Arts in Accounting, more...
  • Degrees: Master, Bachelor, Associate

Saint Xavier University, Chicago’s oldest Catholic university, has a long history of educating students to prepare them for professional success and lay the foundation for personal fulfillment.

  • Programs: MS in Finance
  • Degrees: Master
Argosy University
Alameda, Los Angeles, Ontario, Orange, Phoenix, San Diego

Welcome to Argosy University

Argosy University offers doctoral, master's, and bachelor's degree programs to students through its eight colleges:  College of Behavioral Sciences, Graduate School of Business and Management, College of Education,  College of Health Sciences, College of Arts and Sciences, College of Creative Arts and Design, College of Clinical Psychology and Western State College of Law at Argosy University as well as certificate programs in many areas.

  • Programs: Business Administration - Finance (BS) (Online), Business Administration - Accounting (BS) (Online), Business Administration (AS) (Online), more...
  • Degrees: Bachelor, Associate
Matching School Ads
You are visiting:

Find a school near you

What are Career Stories?

Career Stories are concise, real-world career overviews written by people relating their personal career experiences and wisdom. They provide invaluable insights and mentoring advice to students and career changers.

Most stories include:

  • a typical day or project
  • tips and advice
  • best and worst parts
  • educational background
  • previous experience

Browse hundreds of Career Stories

More Details On This Career

Please also see our detailed information about Financial Managers, including:

Back to Top