OSCA occupation

212333 Investment Manager

Manages investment portfolios, funds and trusts on behalf of individuals, institutions or other entities, in order to generate returns, meet investment objectives and risk profiles over agreed periods of time.

Major group: 2 Professionals
Unit group: 2123 Investment Specialists
Edition: OSCA 2024
Skill level: Level 1

Should you use OSCA or ANZSCO?

OSCA 2024 is the current Australian occupation classification for storing, organising and reporting occupation information. Use this OSCA record for current Australian statistical and analytical classification work.

Some migration and administrative programs still specify ANZSCO 2022. Check the exact system named by the agency or form rather than replacing the code automatically.

Check the current ABS guidance on OSCA and ANZSCO use

Official ANZSCO correspondence

ANZSCO 222312 Financial Investment Manager Exact correspondence in the ABS table

Role overview

Use this page to confirm the official title, the parent unit group, the task list and the related ANZSIC industry context before using the occupation in classification, reporting or migration-adjacent workflows.

Occupation facts

Skill level: 1
Major group: 2 Professionals
Sub-major group: 21 Accounting and Finance Professionals
Minor group: 212 Financial Services and Investment Specialists
Unit group: 2123 Investment Specialists

Tasks

Develops and executes investment plans to achieve investment goals
Monitors investment performance and adjusts strategies based on modified needs and market conditions
Conducts research and analysis to identify investment opportunities, make investment decisions and manage associated risks
Manages funds raised from personal superannuation savings policies, unit trusts and other sources of funds
Assists in meeting superannuation compliance requirements, relevant laws, regulations and fund policies
Provides reporting on investment performance, and financial, accounting and budgeting information

Skill level guidance

Skill level helps place the occupation inside the ABS hierarchy. Use it as a classification cue, then check the actual task list and occupational context before making a decision for HR, visa or reporting work.

How to use this occupation page

Start with the official OSCA title and task list. Then confirm the parent unit group and compare the related occupations on this page if the job title is broad, overlapping or used differently across employers.

The ANZSIC links are there to help when the same occupation appears across several industries and you need the business-side classification as well.

Related occupations

Industry context

Alternative titles

Financial Asset Manager
Fund Manager
Portfolio Manager

Compare before choosing

Compare OSCA 212333 with related occupations

Compare roles in the same OSCA unit group by their official definition, skill level, tasks and recognised alternative titles.

Comparison point	Current code212333 Investment Manager	212331 Capital Markets Specialist	212332 Investment Analyst
Official role definition	Manages investment portfolios, funds and trusts on behalf of individuals, institutions or other entities, in order to generate returns, meet investment objectives and risk profiles over agreed periods of time.	Creates, reviews and implements strategies to raise capital for clients.	Collects and analyses information, such as market trends, financial statements, economic factors and regulatory changes to identify investment opportunities for an organisation.
Skill level	Skill Level 1	Skill Level 1	Skill Level 1
Key tasks	Develops and executes investment plans to achieve investment goals Monitors investment performance and adjusts strategies based on modified needs and market conditions Conducts research and analysis to identify investment opportunities, make investment decisions and manage associated risks Manages funds raised from personal superannuation savings policies, unit trusts and other sources of funds	Provides strategic advice to companies to raise capital through capital market events and debt advisory transactions Analyses the value of companies, examines financial models, and reviews financial research Negotiates and structures deals for mergers and acquisitions Implements and executes strategies and guides clients through initial public offerings, divestments, issuing and selling of securities, and other events	Collects and analyses financial data, market trends and earlier investment decisions of the organisation to identify new investment opportunities Completes investment analysis and research on companies, portfolios, equities, debt and managed funds Develops and maintains financial models to evaluate the feasibility and profitability of investment opportunities Monitors and evaluates market and investment performance, identifies areas for improvement, and proposes strategies to optimise returns
Alternative titles	Financial Asset Manager Fund Manager Portfolio Manager	Not stated	Not stated

Comparison uses occupation definitions, skill levels, tasks and title variants from the ABS OSCA data files.

In this section

Official source

Official source: ABS OSCA 2024 release and correspondence tables
Last reviewed: 2026-04-17

This site is an independent reference resource. It is not affiliated with, endorsed by, or connected to the ABS, ATO or any Australian Government agency.

Please verify critical classification decisions with the official authority before using them for tax, payroll, licensing, immigration or compliance work.

Report a correction