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How an investment fund manager can use AI, task by task

O*NET 11-3031.03: Investment Fund ManagersMedian pay $166,570/year (BLS, May 2025)20 tasksJob Zone 5: Extensive preparation

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

Your job title Type your own title and every prompt on this page updates to match. Also called: Fixed Income Portfolio Manager, Fixed Income Vice President (Fixed Income VP), Investment Analysis Vice President (Investment Analysis VP), Portfolio Manager.

Where AI fits in this job

AI-ready 14%AI-assist 81%Stays human 5%

Share of the job's tasks, weighted by how important and how frequent each task is (O*NET ratings). 3 AI-ready, 15 AI-assist and 2 human-led tasks out of 20. This measures where AI can help, not whether the job will disappear.

Information & paperwork

Thinking & planning

People & communication

Leading & teaching

Hands-on & physical

Shape of the job: importance of each kind of work activity (O*NET, 1 to 5).

🗓 Start here on Monday

The most frequent, most important tasks where AI can help right away.

Manage investment funds to maximize return on client investments.Crunch the numbers · Several times a day
Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.Crunch the numbers · Daily
Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.Crunch the numbers · Daily

💪 Lean into these

Core tasks that stay human. These skills get more valuable as the routine work gets automated.

Direct activities of accounting or operations departments.Lead people · Monthly
Hire or evaluate staff.Make the call · A few times a year

Skills to build & where you could move ↓

AI can draft these 3

AI produces a usable first pass. You review it, fix it and own it.

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

Daily

AI finds trends and writes the spreadsheet formulas.

Show prompt & steps

Paste a spreadsheet or table and ask AI to find trends, outliers and totals, or to write the formula you need. It's like having an analyst on call.

Ready-to-use prompt

I work as an investment fund manager. Part of my job is to perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.

Context: We use Tableau and Microsoft Power BI; the work draws on economics and accounting, mathematics and sales and marketing.
Decision: [budget, stock, staffing, campaign]
History: [paste monthly sales, costs or demand]

Build a simple forecast with trend and seasonality, give a range not just one number, and explain what would change it.

10-minute exercise: Forecast to inform a decision

Step 1Pick a real example: the next time you perform or evaluate research (today).

Step 2Fill in [Decision] and [History] with the real details, then run the prompt.

Step 3Backtest the method on last year's data before you rely on it. Recompute every total yourself.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 4.4/5 · core task · O*NET work activity: Analyze forecasting data to improve business decisions..

Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities.

Monthly

AI maps out the topic and options; confirm with real sources.

Show prompt & steps

AI is a fast research assistant. Ask it to map out a topic, compare options or list what to check. Use a tool with web search and ask for its sources.

Ready-to-use prompt

I work as an investment fund manager. Part of my job is to monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities.

Context: We use SAS and Statistical analysis software; the work draws on economics and accounting, mathematics and sales and marketing.
Organization: [type, sector]
Events to track: [policy, economy, social trends]

Summarize what might affect us, likely impacts, and actions to consider. Give sources I can check and say clearly when you're unsure.

10-minute exercise: External events brief

Step 1Pick a real example: the next time you monitor regulatory or tax law changes.

Step 2Fill in [Organization] and [Events to track] with the real details, then run the prompt.

Step 3Verify each event in a news source. Confirm the rules against the current official source.

AI can invent sources and citations. Open every link and confirm it says what the AI claims.

Rules and regulations vary by place and change often. Confirm against the official source before relying on anything.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 3.7/5 · core task · O*NET work activity: Monitor external affairs or events affecting business operations..

Develop or direct development of offering documents or marketing materials.

Monthly

AI generates ideas and first drafts to choose from.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 29% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

AI is a brainstorming partner and first-draft machine for copy, concepts and variations. Your taste and judgment pick the winner.

Ready-to-use prompt

I work as an investment fund manager. Part of my job is to develop or direct development of offering documents or marketing materials.

Context: We use Autodesk AutoCAD Blue Sky; the work draws on economics and accounting, mathematics and sales and marketing.
Product or offer: [what we're promoting]
Audience and channel: [who, where]

Give me 10 concept lines, then develop the best 2 into an ad, a short social post and a one-page flyer outline.

10-minute exercise: Promotional campaign materials

Step 1Pick a real example: the next time you develop or direct development of offering documents or marketing materials.

Step 2Fill in [Product or offer] and [Audience and channel] with the real details, then run the prompt.

Step 3Check every claim is true before it goes out.

Check the usage rules for AI images and text in your field, and make sure the final work is original.

Importance 3.6/5 · core task · O*NET work activity: Develop promotional materials.. Also involves: Direct sales, marketing, or customer service activities..

AI can help you prep these 15

AI speeds up the prep, drafting or thinking. The core of the task is still yours.

Manage investment funds to maximize return on client investments.

Several times a day

AI does the arithmetic and suggests what to look at; the conclusions are yours.

Show prompt & steps

AI can do the arithmetic, build the spreadsheet formula and suggest what to look at. Deciding what the numbers mean for your situation is still you.

Ready-to-use prompt

I work as an investment fund manager. Part of my job is to manage investment funds to maximize return on client investments.

Context: We use Tableau and Microsoft Power BI; the work draws on economics and accounting, mathematics and sales and marketing.
Organization: [describe]
Data: [paste budget and actuals]

Analyze funding, controls and variances; recommend actions. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Financial operations review

Step 1Pick a real example: the next time you manage investment funds. Leave out names and identifying details.

Step 2Fill in [Organization] and [Data] with the real details, then run the prompt.

Step 3Recompute the most important number yourself before you trust the rest. Recompute every total yourself.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 4.8/5 · core task · O*NET work activity: Direct financial operations..

Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.

Daily

AI does the arithmetic and suggests what to look at; the conclusions are yours.

Show prompt & steps

AI can do the arithmetic, build the spreadsheet formula and suggest what to look at. Deciding what the numbers mean for your situation is still you.

Ready-to-use prompt

I work as an investment fund manager. Part of my job is to monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.

Context: We use Tableau and Microsoft Power BI; the work draws on economics and accounting, mathematics and sales and marketing.
Activity: [investments, budgets, spending]
Data: [paste figures]

Compare actual vs plan, flag variances over [threshold]%, and explain likely causes. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Financial activity check

Step 1Pick a real example: the next time you monitor financial or operational performance of individual investments (today).

Step 2Fill in [Activity] and [Data] with the real details, then run the prompt.

Step 3Recompute the most important number yourself before you trust the rest. Recompute every total yourself.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 4.6/5 · core task · O*NET work activity: Monitor financial activities.. Also involves: Monitor financial indicators..

Select specific investments or investment mixes for purchase by an investment fund.

Daily

AI does the arithmetic and suggests what to look at; the conclusions are yours.

Show prompt & steps

AI can do the arithmetic, build the spreadsheet formula and suggest what to look at. Deciding what the numbers mean for your situation is still you.

Ready-to-use prompt

I work as an investment fund manager. Part of my job is to select specific investments or investment mixes for purchase by an investment fund.

Context: We use Tableau and Microsoft Power BI; the work draws on economics and accounting, mathematics and sales and marketing.
Organization: [describe]
Data: [paste budget and actuals]

Analyze funding, controls and variances; recommend actions. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Financial operations review

Step 1Pick a real example: the next time you select specific investments or investment mixes (today).

Step 2Fill in [Organization] and [Data] with the real details, then run the prompt.

Step 3Recompute the most important number yourself before you trust the rest. Recompute every total yourself.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 4.6/5 · core task · O*NET work activity: Direct financial operations..

Develop or implement fund investment policies or strategies.

Weekly

AI drafts the structure and wording; the specifics and sign-off are yours.

Show prompt & steps

AI can draft the structure and standard wording. The specifics, the judgment calls and the sign-off are yours.

Ready-to-use prompt

I work as an investment fund manager. Part of my job is to develop or implement fund investment policies or strategies.

Context: We use ReadSoft and Microsoft Word.
Program: [public information, fundraising, other]
Goals and rules: [what it must achieve, constraints]

Draft a policy with purpose, scope, procedures, roles and review date. Mark anything you had to guess with [CHECK].

10-minute exercise: Draft a policy or program

Step 1Pick a real example: the next time you develop or implement fund investment policies or strategies (this week).

Step 2Fill in [Program] and [Goals and rules] with the real details, then run the prompt.

Step 3Fix every [CHECK] and review the draft with the people affected. Recompute every total yourself.

AI will happily make up numbers, names and dates. Every fact in the draft needs checking against your source.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 4.5/5 · core task · O*NET work activity: Develop organizational policies or programs.. Also involves: Implement organizational process or policy changes..

Select or direct the execution of trades.

Daily

AI does the arithmetic and suggests what to look at; the conclusions are yours.

Show prompt & steps

AI can do the arithmetic, build the spreadsheet formula and suggest what to look at. Deciding what the numbers mean for your situation is still you.

Ready-to-use prompt

I work as an investment fund manager. Part of my job is to select or direct the execution of trades.

Context: We use Tableau and Microsoft Power BI; the work draws on economics and accounting, mathematics and sales and marketing.
Organization: [describe]
Data: [paste budget and actuals]

Analyze funding, controls and variances; recommend actions. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Financial operations review

Step 1Pick a real example: the next time you select or direct the execution of trades (today).

Step 2Fill in [Organization] and [Data] with the real details, then run the prompt.

Step 3Recompute the most important number yourself before you trust the rest.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

Importance 4.5/5 · core task · O*NET work activity: Direct financial operations.. Also involves: Approve expenditures..

Attend investment briefings or consult financial media to stay abreast of relevant investment markets.

Weekly

AI explains and quizzes you; confirm against official sources.

Show prompt & steps

AI can explain new developments and quiz you. Confirm what you learn against official sources.

Ready-to-use prompt

I work as an investment fund manager. Part of my job is to attend investment briefings or consult financial media to stay abreast of relevant investment markets.

Context: The work draws on economics and accounting, mathematics and sales and marketing.
Area of expertise: [describe]
What's changed recently: [what you've heard]

Explain recent developments, quiz me, and list trustworthy sources. Use examples from my line of work, quiz me with 5 questions one at a time, and list trustworthy sources.

10-minute exercise: Stay current

Step 1Pick a real example: the next time you attend investment briefings (this week).

Step 2Fill in [Area of expertise] and [What's changed recently] with the real details, then run the prompt.

Step 3Check one claim at an official source.

AI's knowledge has a cutoff date. For new regulations and standards, always confirm against the official source.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 4.0/5 · core task · O*NET work activity: Maintain knowledge of current developments in area of expertise..

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

Weekly

AI helps you prepare clearer wording and likely questions.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 30% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

Use AI to prepare: simpler wording, analogies, likely questions and a one-page handout. The conversation itself is yours.

Ready-to-use prompt

I work as an investment fund manager. Part of my job is to present investment information, such as product risks, fees, or fund performance statistics.

Context: The work draws on economics and accounting, mathematics and sales and marketing.
Issue: [market, operations, policy]
Audience: [groups, dealers]

Write advice with reasons. Use plain language, one everyday analogy, and the questions people are most likely to ask with short answers.

10-minute exercise: Business advice

Step 1Pick a real example: the next time you present investment information (this week).

Step 2Fill in [Issue] and [Audience] with the real details, then run the prompt.

Step 3Check every answer is right for your workplace before you share it.

Rules, prices and policies change. Make sure AI is working from your current official version.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 4.2/5 · core task · O*NET work activity: Advise others on business or operational matters..

Develop, implement, or monitor security valuation policies.

Weekly

AI drafts the structure and wording; the specifics and sign-off are yours.

Show prompt & steps

AI can draft the structure and standard wording. The specifics, the judgment calls and the sign-off are yours.

Ready-to-use prompt

I work as an investment fund manager. Part of my job is to develop, implement, or monitor security valuation policies.

Context: We use ReadSoft and Microsoft Word.
Program: [public information, fundraising, other]
Goals and rules: [what it must achieve, constraints]

Draft a policy with purpose, scope, procedures, roles and review date. Mark anything you had to guess with [CHECK].

10-minute exercise: Draft a policy or program

Step 1Pick a real example: the next time you develop, implement, or monitor security valuation policies (this week).

Step 2Fill in [Program] and [Goals and rules] with the real details, then run the prompt.

Step 3Fix every [CHECK] and review the draft with the people affected.

AI will happily make up numbers, names and dates. Every fact in the draft needs checking against your source.

Importance 4.2/5 · core task · O*NET work activity: Develop organizational policies or programs.. Also involves: Monitor organizational procedures to ensure proper functioning.; Implement organizational process or policy changes..

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

Weekly

AI gets you up to speed; confirm findings with records or people.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 48% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

AI can get you up to speed fast and suggest where to look, but you need to confirm findings against real sources, records or people.

Ready-to-use prompt

I work as an investment fund manager. Part of my job is to evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential.

Context: We use SAS and Statistical analysis software; the work draws on economics and accounting, mathematics and sales and marketing.
Opportunity: [location, product, market]
Data: [paste demographics, sales, competitors]

Assess potential, key risks and what to verify before committing. Give sources I can check and say clearly when you're unsure.

10-minute exercise: Opportunity potential assessment

Step 1Pick a real example: the next time you evaluate the potential of new product developments (this week).

Step 2Fill in [Opportunity] and [Data] with the real details, then run the prompt.

Step 3Open two of the sources it gives and confirm the key claim before you use it.

AI can invent sources and citations. Open every link and confirm it says what the AI claims.

Importance 3.8/5 · core task · O*NET work activity: Evaluate potential of products, technologies, or resources..

Meet with investors to determine investment goals or to discuss investment strategies.

Monthly

AI helps you prepare clearer wording and likely questions.

Show prompt & steps

Use AI to prepare: simpler wording, analogies, likely questions and a one-page handout. The conversation itself is yours.

Ready-to-use prompt

I work as an investment fund manager. Part of my job is to meet with investors to determine investment goals or to discuss investment strategies.

Context: The work draws on economics and accounting, mathematics and sales and marketing.
Information: [financial results, strategy]
Stakeholders: [investors, customers]

Draft a clear update and Q&A. Use plain language, one everyday analogy, and the questions people are most likely to ask with short answers.

10-minute exercise: Stakeholder update

Step 1Pick a real example: the next time you meet with investors.

Step 2Fill in [Information] and [Stakeholders] with the real details, then run the prompt.

Step 3Check every answer is right for your workplace before you share it.

Rules, prices and policies change. Make sure AI is working from your current official version.

Importance 4.2/5 · core task · O*NET work activity: Communicate organizational information to customers or other stakeholders..

Prepare for and respond to regulatory inquiries.

A few times a year

AI drafts clear messages and talking points.

Show prompt & steps

AI can draft updates, emails and talking points so your message is clear and complete. Relationships and real-time calls are yours.

Ready-to-use prompt

I work as an investment fund manager. Part of my job is to prepare for and respond to regulatory inquiries.

Request: [describe]
Who: [committee, public]

Draft a response. Keep it under 150 words with a clear ask, plus a 2-sentence version for chat.

10-minute exercise: External information request

Step 1Pick a real example: the next time you prepare for respond.

Step 2Fill in [Request] and [Who] with the real details, then run the prompt.

Step 3Edit it until it sounds like you, then send it yourself. Confirm the rules against the current official source.

Never let AI send messages for you. Read every word, because tone mistakes cost trust.

Rules and regulations vary by place and change often. Confirm against the official source before relying on anything.

Importance 4.0/5 · core task · O*NET work activity: Coordinate with external parties to exchange information..

Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements.

Monthly

AI pre-checks against the rules; the sign-off stays with you.

Show prompt & steps

Use AI as a first-pass checker against a list of rules or standards. The final judgment and sign-off stay with you.

Ready-to-use prompt

I work as an investment fund manager. Part of my job is to analyze acquisitions to ensure conformance with strategic goals or regulatory requirements.

Context: We use ReadSoft and SAS; the work draws on economics and accounting, mathematics and sales and marketing.
What I'm reviewing: [project, acquisition, operation]
Requirements: [regulations, standards, goals]

Make a requirement-by-requirement table with status and evidence. Make a table: requirement, met / not met / unclear, and the exact evidence.

10-minute exercise: Compliance determination

Step 1Pick a real example: the next time you analyze acquisitions.

Step 2Fill in [What I'm reviewing] and [Requirements] with the real details, then run the prompt.

Step 3Do your usual review too, and note what AI caught and what it missed. Confirm the rules against the current official source.

AI can miss things and sound sure about it. Use it to catch extra problems, not as the final check.

Rules and regulations vary by place and change often. Confirm against the official source before relying on anything.

Importance 3.8/5 · O*NET work activity: Determine operational compliance with regulations or standards..

Verify regulatory compliance of transaction reporting.

Monthly

AI pre-checks against the rules; the sign-off stays with you.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 56% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

Use AI as a first-pass checker against a list of rules or standards. The final judgment and sign-off stay with you.

Ready-to-use prompt

I work as an investment fund manager. Part of my job is to verify regulatory compliance of transaction reporting.

Context: We use ReadSoft and SAS; the work draws on economics and accounting, mathematics and sales and marketing.
Transactions: [paste]
Policies: [rules]

Flag non-compliant items. Make a table: requirement, met / not met / unclear, and the exact evidence.

10-minute exercise: Transaction compliance review

Step 1Pick a real example: the next time you verify regulatory compliance of transaction.

Step 2Fill in [Transactions] and [Policies] with the real details, then run the prompt.

Step 3Do your usual review too, and note what AI caught and what it missed. Confirm the rules against the current official source.

AI can miss things and sound sure about it. Use it to catch extra problems, not as the final check.

Rules and regulations vary by place and change often. Confirm against the official source before relying on anything.

Importance 3.7/5 · O*NET work activity: Examine financial records to ensure compliance with policies or regulations..

Identify group or individual target investors for a specific fund.

Monthly

AI does the arithmetic and suggests what to look at; the conclusions are yours.

Show prompt & steps

AI can do the arithmetic, build the spreadsheet formula and suggest what to look at. Deciding what the numbers mean for your situation is still you.

Ready-to-use prompt

I work as an investment fund manager. Part of my job is to identify group or individual target investors for a specific fund.

Context: We use Tableau and Microsoft Power BI; the work draws on economics and accounting, mathematics and sales and marketing.
Offer: [product, fund, service]
Ideal customer: [traits]
Data: [paste leads or market info]

Score and rank prospects, and suggest where to find more. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Prospect list

Step 1Pick a real example: the next time you identify group or individual target investors.

Step 2Fill in [Offer], [Ideal customer] and [Data] with the real details, then run the prompt.

Step 3Recompute the most important number yourself before you trust the rest. Recompute every total yourself.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 3.5/5 · O*NET work activity: Identify potential customers..

Review offering documents or marketing materials to ensure regulatory compliance.

Monthly

AI pre-checks against the rules; the sign-off stays with you.

Show prompt & steps

Use AI as a first-pass checker against a list of rules or standards. The final judgment and sign-off stay with you.

Ready-to-use prompt

I work as an investment fund manager. Part of my job is to review offering documents or marketing materials to ensure regulatory compliance.

Context: We use ReadSoft and SAS; the work draws on economics and accounting, mathematics and sales and marketing.
Material: [paste ad copy or script]
Rules: [company policy, regulations]

Flag claims or wording that may break rules and suggest compliant alternatives. Make a table: requirement, met / not met / unclear, and the exact evidence.

10-minute exercise: Marketing compliance review

Step 1Pick a real example: the next time you review offering documents or marketing materials.

Step 2Fill in [Material] and [Rules] with the real details, then run the prompt.

Step 3Do your usual review too, and note what AI caught and what it missed. Confirm the rules against the current official source.

AI can miss things and sound sure about it. Use it to catch extra problems, not as the final check.

Rules and regulations vary by place and change often. Confirm against the official source before relying on anything.

Importance 3.6/5 · O*NET work activity: Examine marketing materials to ensure compliance with policies or regulations..

These stay human 2

They need your hands, your presence or your accountable judgment. Lean into them: they get more valuable as routine work is automated.

📏 Measured in this job (O*NET work context): Face-to-face discussions: every day · Frequency of decisions: once a week or more but not every day · Impact of decisions: important results · Contact with others: contact with others most of the time

Direct activities of accounting or operations departments.

Monthly

Leading people runs on trust. AI can prep the paperwork around it.

Show prep prompt & steps

Where AI still helps: AI can prep the paperwork around leading: meeting agendas, feedback drafts, rotas, briefings and difficult-conversation rehearsals.

Prep prompt

I work as an investment fund manager. Part of my job is to direct activities of accounting or operations departments.

Context: The work draws on economics and accounting, mathematics and sales and marketing.
Organization: [describe]
Priority or change: [describe]

Help me prepare: the key message in 2 sentences, what good looks like, how people might react and how I'll respond, and one thing I'll check next week.

10-minute exercise: Directing the organization

Step 1Pick a real example: the next time you direct activities of accounting or operations departments.

Step 2Fill in [Organization] and [Priority or change] with the real details, then run the prompt.

Step 3Afterward, note one thing people responded to and one thing you'd change.

Importance 3.5/5 · O*NET work activity: Direct organizational operations, projects, or services.. Also involves: Direct financial operations..

Hire or evaluate staff.

A few times a year

Your accountable call. Use AI as a sounding board beforehand.

Show prep prompt & steps

Where AI still helps: Use AI as a sounding board before you decide. Ask it to argue the other side, list what you might be overlooking, or organize the evidence.

Prep prompt

I work as an investment fund manager. Part of my job is to hire or evaluate staff.

Context: The work draws on economics and accounting, mathematics and sales and marketing.
Role: [job]
Evidence: [goals, results, examples, no names]

Organize the evidence by goal, draft balanced talking points, and questions to ask the employee. Point out where my evidence is thin.

10-minute exercise: Prepare a performance review

Step 1Pick a real example: the next time you hire or evaluate staff.

Step 2Fill in [Role] and [Evidence] with the real details, then run the prompt.

Step 3Fill the evidence gaps, then decide the rating yourself.

Importance 3.8/5 · core task · O*NET work activity: Evaluate employee performance.. Also involves: Hire personnel..

Get the full prompt pack for Investment Fund Managers

Every task, prompt and 10-minute exercise on this page in one PDF, formatted to print or keep on your desktop. Free.

Your next moves

Skills to build

From O*NET's ratings of how important each skill is in this job, matched to which part of the work it supports.

With AI Use these to work with AI

When AI does the first draft, these are the skills you use to brief it and check what comes back.

Critical Thinkingimportance 4.0/5
Used in: Guiding, Directing, and Motivating Subordinates
Active Listeningimportance 4.0/5
Used in: Guiding, Directing, and Motivating Subordinates
Reading Comprehensionimportance 4.0/5
Used in: Monitoring Processes, Materials, or Surroundings
Speakingimportance 3.9/5
Used in: Guiding, Directing, and Motivating Subordinates

Where you could move

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Getting into this job

Master's degree is most common (63% of workers)

Bachelor's 33%
Graduate degree 67%

On-the-job training: 6–12 months
Related experience: 8–10 years

What workers in this job report, from O*NET surveys (typical values).

Software in this job

In-demand tools from O*NET. Many now have AI built in, so check what yours can do before adding a new tool.

Microsoft AccessMicrosoft ExcelMicrosoft Office softwareMicrosoft OutlookMicrosoft Power BIMicrosoft PowerPointMicrosoft ProjectMicrosoft VisioMicrosoft WordSAP softwareSASStructured query language SQL