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Investment Fund Jobs (NOW HIRING)

InforCapital

$200 - $250/hr

Partner with Investment, Investor Relations, Legal, Tax, Compliance and Operations teams on fund launches, investment execution and platform growth * Lead review and approval of quarterly and annual ...

5 Legal

Fund Formation Associate

Boston, MA · On-site

The ideal candidate must have1-3 years of private investment fund formation experience are encouraged to apply. Ideal candidates will have experience representing sponsors and investors in private ...

5 Legal

Fund Formation Associate

Boston, MA

The ideal candidate must have 3-5 years of private investment fund formation experience are encouraged to apply. Ideal candidates will have experience representing sponsors and investors in private ...

5 Legal

Fund Formation Associate

Washington, DC · On-site

The ideal candidate must have 3-5 years of private investment fund formation experience are encouraged to apply. Ideal candidates will have experience representing sponsors and investors in private ...

5 Legal

Fund Formation Associate

Chicago, IL · On-site

The ideal candidate must have1-3 years of private investment fund formation experience are encouraged to apply. Ideal candidates will have experience representing sponsors and investors in private ...

5 Legal

Fund Formation Associate

Chicago, IL · On-site

The ideal candidate must have 3-5 years of private investment fund formation experience are encouraged to apply. Ideal candidates will have experience representing sponsors and investors in private ...

5 Legal

Fund Formation Associate

Washington, DC · On-site

The ideal candidate must have1-3 years of private investment fund formation experience are encouraged to apply. Ideal candidates will have experience representing sponsors and investors in private ...

Mission Investment Fund

Account Specialist

Chicago, IL · On-site

$19.50 - $26.75/hr

Job Context InformationThe Mission Investment Fund's primary purpose is to support the establishment and growth of ELCA congregations, synods, and affiliated ministries. This is accomplished by ...

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Investment Fund information

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$60K

$89.8K

$161.5K

How much do investment fund jobs pay per year?

As of Sep 7, 2026, the average yearly pay for investment 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 does an investment fund professional do?

An Investment Fund professional manages pooled capital from multiple investors to allocate across a range of assets, such as stocks, bonds, or other securities. They analyze market trends, assess risk, and make informed investment decisions to maximize returns while minimizing risks. Their responsibilities may include portfolio management, financial analysis, compliance monitoring, and investor relations. The role requires strong analytical skills, market awareness, and a deep understanding of financial instruments and economic trends.

What are the key skills and qualifications needed to thrive in the investment fund position, and why are they important?

To thrive at an Investment Fund, you need strong analytical abilities, financial modeling skills, and a deep understanding of markets and investment strategies, often demonstrated by a degree in finance, economics, or a related field. Familiarity with Bloomberg Terminal, Microsoft Excel, and certifications such as the CFA are common technical requirements. Excellent communication, critical thinking, and collaboration skills help distinguish top professionals in this area. These skills enable you to make informed investment decisions, effectively manage risk, and work well within diverse teams in a competitive environment.

What are some investment fund jobs?

Investment fund jobs include roles such as fund analyst, portfolio manager, investment analyst, trader, and compliance officer. These positions typically require strong analytical skills, knowledge of financial markets, and proficiency with investment tools and software. Certifications like CFA or CPA can enhance job prospects in this field.
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Cities with the most Investment Fund job openings:

What are the most commonly searched types of Investment Fund jobs?

The most popular types of Investment Fund jobs are:

What states have the most Investment Fund jobs?

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What job categories do people searching Investment Fund jobs look for?

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Investment Fund jobs near you
Infographic showing various Investment Fund job openings in the United States as of August 2026, with employment types broken down into 91% Full Time, 7% Part Time, and 2% Contract. Highlights an 85% Physical, 6% Hybrid, and 9% Remote job distribution, with an average salary of $89,770 per year, or $43.2 per hour.

Sr. Director - Collective Investment Fund Operation (Hybrid - Phoenix or Denver)

Broadridge Financial Solutions, Inc.

Phoenix, AZ • On-site

$68K - $93K/yr

Full-time

Posted 10 days ago

Broadridge rating

6.7

Company rating: 6.7 out of 10

Based on 34 frontline employees who took The Breakroom Quiz

139th of 154 rated financial services

Job description

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate about developing your career, while helping others along the way, come join the Broadridge team.
Broadridge is hiring! We are seeking a Senior Director, Collective Investment Fund Operations to lead the operational infrastructure, administration, and control environment supporting a suite of Collective Investment Trusts / Collective Investment Funds (CITs/CIFs). This role is responsible for ensuring accurate, efficient, and compliant daily execution across fund operations, including NAV support, fund accounting oversight, client onboarding, trading and settlement, transfer agency coordination, audit support, and service-provider management.
This leader will play a critical role in scaling the operating model for pooled retirement and institutional investment vehicles, strengthening controls, optimizing workflows, and supporting fiduciary and governance requirements across a growing platform.
Key Responsibilities
  • Lead end-to-end operations for a suite of Collective Investment Trusts / Collective Investment Funds, including daily NAV support, fund accounting oversight, capital activity, trade review, confirmation, and settlement.
  • Oversee operational onboarding of new clients, funds, sub-advisors, and platforms, including CUSIP requests, NSCC trading setup, and trading platform agreements.
  • Manage relationships and service levels with third-party custodians, transfer agents, fund accountants, trustees, and sub-advisors.
  • Support annual audits, financial statement preparation and review, and Form 5500-related reporting.
  • Respond to operational inquiries from prospects, clients, and sub-advisors, and serve as a senior escalation point for complex issues.
  • Monitor and validate key fund metrics, including performance returns, expense ratios, and turnover calculations.
  • Ensure adherence to applicable regulatory, fiduciary, and governance requirements, including ERISA, DOL, IRS, and internal committee standards.
  • Drive process improvement, workflow optimization, automation, and risk-control enhancements to support growth and operational scale.
  • Lead, develop, and mentor operations staff while fostering a strong culture of accuracy, accountability, and client service.

Qualifications
  • 10+ years of experience in asset management, trust administration, investment fund operations, or fund accounting, including significant direct experience with Collective Investment Trusts / Collective Investment Funds.
  • Bachelor's degree in Finance, Accounting, Business, Economics, or related field.
  • Deep knowledge of fund accounting principles, pooled vehicle operations, NAV support, and CIT/CIF operating models.
  • Experience supporting audits, financial statements, transfer agency operations, onboarding, and trade settlement processes.
  • Strong knowledge of ERISA-related operational requirements and familiarity with DOL, IRS, and fiduciary governance frameworks.
  • Proven leadership experience managing operational teams and working across internal stakeholders, trustees, and external service providers.
  • Excellent analytical, organizational, and communication skills.

Preferred Qualifications
  • Experience with MFACT strongly preferred.
  • Strong proficiency in Microsoft Access strongly preferred.
  • Advanced Excel skills required.
  • Professional designation such as CFA, CAIA, CPA, or advanced degree preferred.
  • Experience supporting product launches, new fund structures, or retirement-focused investment vehicles, including alternative strategies.

Compensation Range: The salary range for this position is between $135,000 - $145,000.
Bonus Eligibility: Bonus Eligible
Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
Benefits Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings.
All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable. Apply by clicking the application link and submitting your information. The deadline to apply for this role is November 1, 2026
#LI-JS2
We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company-and ultimately a community-that recognizes and celebrates everyone's unique perspective.
Use of AI in Hiring
As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.
US applicants: Click here to view the EEOC "Know Your Rights" poster.
Disability Assistance
We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.
If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to BRcareers@broadridge.com.

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About Broadridge

Sourced by ZipRecruiter

Broadridge, a global Fintech leader with more than $6 billion in revenues, provides the critical infrastructure that powers investing, corporate governance and communications to enable better financial lives. We deliver technology-driven solutions that drive digital transformation for our clients and help them get ahead of today’s challenges to capitalize on what’s next. For nearly six decades, we’ve been providing the critical infrastructure that powers corporate governance, capital markets and wealth and investment management. Our industry-specific technology, solutions and data and intelligence power business transformation – helping you get ahead of today’s challenges while preparing for what’s next.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New Hyde Park, NY, US

Year founded

1962

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