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How to Start an Investment Management Company

How to Get Into Investment Management With No Experience

Investment management is basically the management of stock and other investment portfolios. These investment managers advise investors on which investments have limited or no risk and how much money it is safe to invest. These managers aid investors in creating and maintaining their personal investment portfolios in a manner that will generate high revenues. 


  1. Complete a bachelor degree program in finance, financial management or a related field. You should select a specialization within investment management. The skills you gain while completing this degree program will provide you with the necessary knowledge to become an investment manager. 

  2. Complete an internship program within an investment firm. Your academic advisor has the right information pertaining to these internship programs and how to successfully earn a spot in this competitive field. You will also generate connections while in this degree program that could result in job offers after graduation. 

  3. Complete the certification courses required to become a certified investment manager. In some states you could obtain a license. Your options vary from state to state as do the requirements for taking the final examination. You are required to register for this examination and to pay an applicable fee. Your exam is scheduled and you are notified by mail to inform you of the date, time and location for this examination. 

  4. Apply for jobs within investment firms. With some entry-level positions in these investment firms permanent employees are selected based on the investments firm's internship program. You would apply for the internship program, complete the required coursework and then take a final examination. You are hired based on the investment firm's required scores.