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Mutual Fund Management Jobs (NOW HIRING)

The Rockridge Group

Fund Administrator

Concord, CA · On-site

$75K - $103K/yr

Prepare/review various materials for quarterly and special mutual fund board meetings, including drafting of memoranda and ad hoc reports to boards of trustees; * Monitor compliance exception reports ...

KPMG

Mutual Fund Tax RIC- Manager, NYFS

New York, NY · On-site

$75K - $103K/yr

KPMG is currently seeking a Mutual Fund Tax - Manager to join our Business Tax Services practice. Responsibilities: * Review and provide oversight of tax provision and distribution work papers for ...

KPMG

Mutual Fund Tax RIC- Manager, NYFS

New York, NY

$75K - $103K/yr

KPMG is currently seeking a Mutual Fund Tax - Manager to join our Business Tax Services practice. Responsibilities: * Review and provide oversight of tax provision and distribution work papers for ...

KPMG

Mutual Fund Tax RIC- Manager, NYFS

Stamford, CT

$73K - $100K/yr

KPMG is currently seeking a Mutual Fund Tax - Manager to join our Business Tax Services practice. Responsibilities: * Review and provide oversight of tax provision and distribution work papers for ...

KPMG

Senior Manager, Mutual Fund Tax

New York, NY

Manage relationships at a senior level with large clients, advise on tactical issues, have a high ... Prior experience in Mutual Fund and/or investment partnership * Proficient in the taxation of ...

US Bank

Mutual Fund Tax Analyst

Milwaukee, WI · On-site

As a Mutual Fund Tax Analyst 1 or 2 you will work as part of a diverse team that supports our ... Project Management: participate in multiple tax engagements throughout the year while working ...

KPMG

Senior Manager, Mutual Fund Tax

Tampa, FL

Manage relationships at a senior level with large clients, advise on tactical issues, have a high ... Prior experience in Mutual Fund and/or investment partnership * Proficient in the taxation of ...

KPMG

Senior Manager, Mutual Fund Tax

Austin, TX · On-site

Manage relationships at a senior level with large clients, advise on tactical issues, have a high ... Prior experience in Mutual Fund and/or investment partnership * Proficient in the taxation of ...

KPMG

Senior Manager, Mutual Fund Tax

Charlotte, NC

Manage relationships at a senior level with large clients, advise on tactical issues, have a high ... Prior experience in Mutual Fund and/or investment partnership * Proficient in the taxation of ...

KPMG

Senior Manager, Mutual Fund Tax

Austin, TX

Manage relationships at a senior level with large clients, advise on tactical issues, have a high ... Prior experience in Mutual Fund and/or investment partnership * Proficient in the taxation of ...

KPMG

Senior Manager, Mutual Fund Tax

Baltimore, MD

Manage relationships at a senior level with large clients, advise on tactical issues, have a high ... Prior experience in Mutual Fund and/or investment partnership * Proficient in the taxation of ...

KPMG

Senior Manager, Mutual Fund Tax

Boston, MA

Manage relationships at a senior level with large clients, advise on tactical issues, have a high ... Prior experience in Mutual Fund and/or investment partnership * Proficient in the taxation of ...

KPMG

Senior Manager, Mutual Fund Tax

Miami, FL

Manage relationships at a senior level with large clients, advise on tactical issues, have a high ... Prior experience in Mutual Fund and/or investment partnership * Proficient in the taxation of ...

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Mutual Fund Management information

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$60K

$89.8K

$161.5K

How much do mutual fund management jobs pay per year?

As of Jun 15, 2026, the average yearly pay for mutual fund management 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 the key skills and qualifications needed to thrive in Mutual Fund Management, and why are they important?

To thrive in Mutual Fund Management, you need a strong grasp of financial analysis, portfolio management, and an advanced degree such as an MBA or CFA certification. Expertise in financial modeling tools, Bloomberg terminals, and portfolio management software is commonly required. Outstanding analytical thinking, decision-making, and effective communication set top-performing managers apart. These skills ensure sound investment strategies, regulatory compliance, and the ability to build trust with clients and stakeholders.

Is mutual funds a good career?

Mutual fund management is a viable career option for individuals interested in finance, investment analysis, and client advisory roles. It typically requires strong analytical skills, knowledge of financial markets, and relevant certifications such as the CFA. The industry offers opportunities for advancement and specialization but can be competitive and demanding in terms of workload and performance expectations.

What types of teams or departments do mutual fund managers typically collaborate with to achieve fund objectives?

Mutual fund managers regularly collaborate with research analysts, risk management teams, compliance officers, and sales or distribution departments. This teamwork is essential for gathering market intelligence, ensuring regulatory adherence, and aligning investment products with client needs. Effective communication and coordination with these groups help managers make informed investment decisions, manage portfolio risks, and respond to market changes efficiently. Such cross-functional collaboration is integral to both daily operations and long-term fund performance.

What is the 15 * 15 * 15 rule?

In mutual fund management, the 15 * 15 * 15 rule refers to a guideline for portfolio diversification, suggesting that an investor should hold at least 15 different mutual funds, each with a minimum of 15 different holdings, and maintain this structure over a 15-year period to reduce risk. This rule emphasizes diversification and long-term planning to optimize investment performance. However, it is a general guideline and not a strict requirement in the industry.

How much do mutual fund managers make?

Mutual fund managers typically earn a median annual salary of around $125,000, with experienced managers earning significantly more, often exceeding $200,000. Compensation can include base salary, bonuses, and performance-based incentives, and often depends on the size of the fund and the manager's experience and performance.

What is the difference between Mutual Fund Management vs Financial Advisor?

AspectMutual Fund ManagementFinancial Advisor
Primary RoleOversees and manages mutual fund portfolios for clients or institutionsProvides personalized financial planning and investment advice to individual clients
Required CredentialsSeries 6/7, CFA often preferredSeries 7, Series 66, CFP certification often preferred
Work EnvironmentAsset management firms, investment companiesFinancial planning firms, banks, independent practice
Industry UsagePart of asset management and investment firmsPart of financial planning and wealth management services

While mutual fund management focuses on managing investment funds on behalf of clients, financial advisors provide personalized financial planning and investment advice. Both roles require financial certifications and work within the financial services industry, but their primary functions and client interactions differ.

What do mutual fund managers do?

Mutual fund managers are responsible for selecting and managing the investments within a mutual fund to meet its investment objectives. They analyze market trends, evaluate securities, and make buy or sell decisions, often using financial analysis tools and research. Their goal is to maximize returns for investors while managing risk according to the fund's strategy.

What is mutual fund management?

Mutual fund management involves overseeing and making investment decisions for a pool of funds collected from multiple investors. A mutual fund manager is responsible for selecting securities such as stocks, bonds, or other assets to align with the fund’s objectives and risk profile. The goal is to maximize returns for investors while managing risk and adhering to regulatory requirements. Mutual fund management also includes monitoring portfolio performance, rebalancing assets, and providing transparent reports to investors.
More about Mutual Fund Management jobs
What job categories do people searching Mutual Fund Management jobs look for? The top searched job categories for Mutual Fund Management jobs are:
Mutual Fund Management jobs near you

Fund Administrator

The Rockridge Group

Concord, CA • On-site

$75K - $103K/yr

Full-time

Posted 14 days ago

Job description


  • Assist in the administration and auditing of the Funds’ compliance program;
  • Assist with aspects of financial reporting process;
  • Prepare/review various materials for quarterly and special mutual fund board meetings, including drafting of memoranda and ad hoc reports to boards of trustees;
  • Monitor compliance exception reports and maintain supporting documentation of resolution;
  • Assist in conducting regular due diligence reviews of Sub-Advisors’ compliance programs;
  • Assist with preparation of materials for the 15(c) annual renewal process of advisory, sub-advisory agreement and service provider agreements;
  • Assist with the functions of the Pricing Analyst outlined in the proprietary mutual fund families’ valuation procedures, and assist with valuation process for investments held in each of the proprietary mutual fund families sponsored by company, including with respect to exotic fixed income and/or derivative securities;
  • Organize and maintain supporting documentation for all valuation actions and decisions for the proprietary mutual fund families, including composition of minutes for Valuation Committee meetings and related memorandums for the Board of Trustee meetings;
  • Assist with preparation of materials for financial, shareholder, regulatory reports, and SEC filings;
  • Assist with special projects and cross-functional tasks, as needed;
  • Develop knowledge of SEC and other regulatory requirements as they relate to mutual funds;
  • Develop productive, effective and collaborative working relationships with vendors, outside counsel, internal business partners and sub-advisors to the Funds.
Basic Qualifications
  • Bachelor’s degree required; Accounting or Finance degree preferred;
  • 2-5 years’ related experience required

Preferred Skills/Experience
  • Demonstrates ethics and integrity, adhering to AssetMark’s core values. Holds others accountable for upholding ethics and values;
  • Is a team-oriented professional, interacting effectively and collaboratively with team members and others across the organization;
  • Achieves results within time, budget and quality standards even under shifting priorities;
  • Produces high-quality work that is accurate and thorough, with attention to detail;
  • Uses analytical and problem-solving skills and judgment to quickly identify problem areas and proactively resolve issues;
  • Possesses exemplary oral and written communication skills, demonstrated through interactions with internal business partners, external auditors, legal counsel and other service providers;
  • Background with mutual funds;
  • Fund Accounting, Fund Administration, Fund Compliance regulatory and/or audit experience.
AssetMark, Inc., is an investment adviser registered with the U.S. Securities and Exchange Commission.