ZipRecruiter

Log In

2

Entry Level Mutual Fund Jobs (NOW HIRING)

Kelmar

Custody Operations Associate

Wakefield, MA · On-site

The Custody Operations Associate is an Entry Level position who will work closely with Kelmar ... Review and transfer accounts held at mutual fund companies, brokerage firms, and transfer agents to ...

Kelmar

Custody Operations Associate

Wakefield, MA · On-site

The Custody Operations Associate is an Entry Level position who will work closely with Kelmar ... Review and transfer accounts held at mutual fund companies, brokerage firms, and transfer agents to ...

The Hartford

Advisor Support Consultant

Wayne, PA · On-site +1

$55K/yr

... entry level Advisor Support Consultants in its Wayne, PA location. This position will give selected individuals the exciting opportunity to learn our Mutual Fund and ETF businesses and obtain ...

Arrow Funds

Entry Level-Sales

Laurel, MD · On-site

$15 - $20/hr

Knowledge of asset allocation strategies and equity strategies or experience with the sales of other financial products - Mutual Funds, Fund of Funds, ETFs, Separately Managed Accounts, Variable ...

Arrow Investment Advisors

Entry Level-Sales

Laurel, MD · On-site

$15 - $20/hr

Knowledge of asset allocation strategies and equity strategies or experience with the sales of other financial products - Mutual Funds, Fund of Funds, ETFs, Separately Managed Accounts, Variable ...

next page

Showing results 1-20

All JobsMutual Fund JobsEntry Level Mutual Fund Jobs

Entry Level Mutual Fund information

See salary details

$60K

$89.8K

$161.5K

How much do entry level mutual fund jobs pay per year?

As of Jul 13, 2026, the average yearly pay for entry level mutual fund in the United States is $89,770.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,000.00 and $94,500.00 per year, depending on experience, location, and employer.

What are some common challenges faced by entry-level professionals in mutual fund roles, and how can they overcome them?

Entry-level professionals in mutual fund positions often face challenges such as quickly learning complex financial products, adapting to a fast-paced environment, and effectively communicating with both clients and senior colleagues. To overcome these hurdles, it's helpful to proactively seek mentorship, participate in training sessions, and stay updated on market trends. Building strong analytical and organizational skills is key, as is being open to feedback and collaborating closely with more experienced team members.

Is $200,000 enough to work with a financial advisor?

For an entry-level mutual fund role, $200,000 is typically more than sufficient to start investing or work with a financial advisor, as many advisors recommend minimum investments ranging from $1,000 to $50,000. Having this amount allows for diversified investments and the ability to utilize financial planning tools and services effectively.

What is an entry-level mutual fund job?

An entry-level mutual fund job typically involves working in positions such as fund accountant, client service representative, or operations analyst. Employees in these roles help manage mutual fund transactions, maintain records, process trades, and provide support to clients and senior staff. These positions are designed for individuals who are new to the financial industry and offer opportunities to learn about mutual funds, investment strategies, and regulatory compliance. Entry-level roles often require a bachelor's degree in finance, accounting, or a related field, and offer pathways for career advancement within asset management firms.

Is 40 too late to start a career in finance?

Starting a career as an entry level mutual fund professional at age 40 is possible, as many finance roles value skills, certifications like the CFA, and relevant experience over age. Transitioning into finance may require additional training or education, but age is generally not a barrier to entering the field if you develop necessary skills and demonstrate commitment.

How do I get started in mutual funds?

To get started as an entry-level mutual fund professional, gain a basic understanding of investment principles and financial markets through relevant coursework or certifications like the Series 6 or 63. Develop skills in financial analysis, customer service, and sales, and consider entry-level roles such as client associate or sales assistant to build experience in the industry.

What jobs make $1,000,000 a year?

Entry-level mutual fund roles typically do not pay $1,000,000 annually; such high earnings are usually associated with senior positions like portfolio managers, hedge fund managers, or financial executives with extensive experience and performance-based bonuses. These roles often require advanced degrees, certifications, and a strong track record in finance. Most professionals earning this level of income work in high-stakes investment environments and have significant industry expertise.

What are the key skills and qualifications needed to thrive as an Entry Level Mutual Fund Analyst, and why are they important?

To thrive as an Entry Level Mutual Fund Analyst, you need a solid understanding of finance, accounting, and investment principles, usually supported by a bachelor's degree in finance or a related field. Familiarity with financial modeling tools, Bloomberg Terminal, Morningstar Direct, and proficiency in Excel are commonly required, while pursuing or holding a CFA Level I can be advantageous. Strong analytical skills, attention to detail, and effective communication help you interpret data and present findings to colleagues and clients. These competencies are crucial for making informed investment decisions and supporting the overall success of the mutual fund team.
More about Entry Level Mutual Fund jobs
What cities are hiring for Entry Level Mutual Fund jobs? Cities with the most Entry Level Mutual Fund job openings:
What are the most commonly searched types of Mutual Fund jobs? The most popular types of Mutual Fund jobs are:
What states have the most Entry Level Mutual Fund jobs? States with the most job openings for Entry Level Mutual Fund jobs include:
What job categories do people searching Entry Level Mutual Fund jobs look for? The top searched job categories for Entry Level Mutual Fund jobs are:
Entry Level Mutual Fund jobs near you

Entry Level Paralegal- Trade Agreement Onboarding

Victory Capitel

Boston, MA • On-site

$68K - $80K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 11 days ago

Job description

Entry Level Paralegal- Trade Agreement Onboarding
Boston, MA- Hybrid
About Victory Capital:
Victory Capital (NASDAQ: VCTR) is a diversified global asset management firm. We serve institutional, intermediary, and individual clients through our Investment Franchises and Solutions Platform, which manage specialized investment strategies across traditional and alternative asset classes. Our differentiated approach combines the power of investment autonomy with the support of a robust, fully integrated operational and distribution platform. Clients have access to focused, top-tier investment talent equipped with comprehensive resources designed to deliver competitive long-term performance.
Victory Capital is headquartered in San Antonio, Texas. To learn more, visit www.vcm.com or follow us on Facebook, Twitter (X), and LinkedIn.
General Summary and Purpose:
We are seeking a detail-oriented and motivated Entry Level Paralegal ("Paralegal") to join our Legal team. In this role, you will provide essential support in the onboarding and administration of derivatives and brokerage trading agreements, including ISDA Master Agreements ("ISDAs"), Futures & Options Agreements ("F&O Agreements"), Master Securities Forward Transaction Agreements ("MSFTAs") , Account Control Agreements ("ACAs") with mutual fund Custodians, i, and other trading-related contracts.. Paralegal will work closely with numerous departments within Victory -- including Investments, Operations, Product, Legal, Compliance, and Client Services -- as well as with various Victory service providers, and Victory clients. The Paralegal will be in a unique position to learn how derivatives and brokerage trading agreements are used in the investment management process. This is an excellent opportunity for a recent college graduate looking to build a career in financial services, law, or compliance.
You will report to the Associate General Counsel.
You Will:
  • Trade Agreement Onboarding: Assist in the review, revision, tracking, and processing of trading agreements (for new agreements and amendments), including ISDAs, F&O Agreements, MSFTAs, ACAs, Give Up Agreements, and other counterparty documentation.
  • Document Management: Maintain and organize legal document repositories; ensure executed agreements are accurately filed and indexed in contract management systems.
  • Counterparty Coordination: Communicate with external counterparties, clients, , and custodians to facilitate the timely collection and execution of required documentation.
  • Due Diligence Support: Assist with KYC (Know Your Customer) and AML (Anti-Money Laundering) documentation gathering, to facilitate the counterparty onboarding process.
  • Legal Research: Conduct basic legal and regulatory research to support the Victory Legal Group on matters related to securities law, derivatives regulation, and trading compliance.
  • Cross-Functional Collaboration: Work closely with Investments, Trading, Operations, and Compliance teams to ensure seamless agreement execution and onboarding workflows.
  • Tracking & Reporting: Maintain accurate status logs and dashboards for all pending and executed agreements; provide regular status updates to senior legal staff.
  • Policy Support: Assist in drafting and updating internal procedures related to trade documentation and counterparty onboarding.

You Have:
  • Bachelor's degree in Paralegal Studies, Legal Studies, Finance, Business, or a related field; OR an Associate's degree with a paralegal certificate from an ABA-approved program.
  • Strong organizational skills with exceptional attention to
  • Excellent written and verbal communication
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
  • Ability to manage multiple tasks and deadlines in a fast-paced

Preferred:
  • Familiarity with financial services, asset management, or capital markets
  • Exposure to trade documentation (ISDA, F&O Agreements, MSFTAs, etc.) through coursework or internship experience.
  • Experience with contract management platforms or legal workflow
  • Understanding of basic regulatory frameworks (US Securities & Exchange Commission.US Commodities Futures Trading Commission, Dodd-Frank Act).

Our Benefits:
Victory Capital Management offers excellent Medical, Dental, Vision plans, Flexible PTO, Family Medical and Disability Leaves, Education Tuition Reimbursement and a 401k plan with a generous employer match.
Target Compensation:
The target base salary range for this position is $68,000 - $80,000.
Salaries are determined based on internal equity, internal salary ranges, market data/ranges, applicant's skills and prior relevant experience, certain degrees, and certifications.
Victory Capital Management operates a pay-for-performance compensation philosophy and total compensation may vary based on role, location, department and individual performance.
Victory Capital Management's total compensation package includes the opportunity for annual compensation bonuses and/or commissions and a generous benefits package.
We are committed to equal employment opportunity without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, height, weight, hair texture or a hairstyle historically associated with race to include braids, locks, or twists; or any other characteristic protected by applicable federal, state, or local laws and ordinances.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

Apply