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Mutual Fund Management Jobs (NOW HIRING)

KPMG

Senior Manager, Mutual Fund Tax

Orlando, 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

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 ...

CFS

Fund Analyst

Chicago, IL

$80K - $95K/yr

Project management- creating the plan, execution and hitting deadline * NAV calculations, fund expense allocations, mutual fund reporting * Journal entry process improvement * Financial reporting ...

CFS

Fund Analyst

Chicago, IL · On-site

$80K - $95K/yr

Project management- creating the plan, execution and hitting deadline * NAV calculations, fund expense allocations, mutual fund reporting * Journal entry process improvement * Financial reporting ...

US Bank

Fund Administrator

Milwaukee, WI · Hybrid

$68K - $93K/yr

Ability to manage multiple tasks, projects and deadlines simultaneously * Effective verbal and ... Knowledge of ETFs, mutual funds, other investments and security types * Understanding of legal ...

KPMG

Senior Associate, Mutual Fund Tax

Boston, MA · On-site

$88K - $109K/yr

A minimum of three years of experience of mutual fund tax * BS/BA degree in accounting/finance or ... judgment, effectively manage stress and work safely and respectfully with others, exhibit ...

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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 Jul 19, 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.

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 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 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
Infographic showing various Mutual Fund Management job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 75% Full Time, 23% Part Time, and 1% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $89,770 per year, or $43.2 per hour.
Controllers, AWM Mutual Fund Controllers, Associate, Salt Lake City

Controllers, AWM Mutual Fund Controllers, Associate, Salt Lake City

Goldman Sachs, Inc.

Salt Lake City, UT • On-site

Other

This job post has expired 2 days ago. Applications are no longer accepted.

Goldman Sachs rating

8.2

Company rating: 8.2 out of 10

Based on 26 frontline employees who took The Breakroom Quiz

44th of 149 rated banks

Job description

The AWM Mutual Fund Controllers team is responsible for overseeing numerous SEC registered investment companies including open-end and closed-end mutual funds (both onshore and offshore) and ETFs.  These funds include a wide array of strategies and products in an ever changing landscape.  The AWM Mutual Fund Controllers team is responsible for the accounting, finance, and treasury functions of these products.

Responsibilities

  • Manage the financial reporting process with external legal counsel, auditors, and funds' accounting agents.  Establish all accounting policies and perform financial statement analysis (including knowledge of US GAAP/IFRS).
  • Establish and monitor financial control framework, both internally, and that of the funds' external accounting agents.
  • Large scale analytical procedures on various fund metrics that are necessary for sales and marketing materials, corporate profitability, and portfolio oversight
  • Ensure accuracy of Fund' Net Asset Values via control governance of external accounting agents.
  • Oversight and coordination of funds' major treasury functions.
  • Analysis of funds' dividends including insight to the organization on movement and factors that can increase and decrease these amounts.
  • Assist with setting fund fees, in accordance with the firm's pricing philosophy, for Registration Statements.
  • Prepare written materials on recurring and ad-hoc basis for Board of Trustees and senior management (including updates to regulatory requirements, accounting and treasury policies, external accounting agent governance, Funds' statistics, etc.).
  • Drive strategic process change and new/enhanced capabilities by partnering with Technology.  Consistently exposed to new proprietary and third party systems and software.
  • Liaison with several groups including portfolio management, tax, legal, and sales on new product development and existing fund requirements
  • Research various industry developments and share critical components with relevant teams        

Requirements

  • Basic financial product knowledge and general market awareness 
  • Strong analytical skills and attention to detail 
  • Ability to work both independently and in a team environment 
  • Self-starter with ability to work in a fast paced environment 
  • Highly-motivated with strong interpersonal skills 
  • Full working knowledge of Microsoft office suite of applications; knowledge of analytical tools such as Tableau and Qlik a plus 
  • 3-5 years of relevant work experience 
  • Bachelor's Degree in Accounting or Finance (CPA/CFA preferred)
ABOUT GOLDMAN SACHS 
 
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.  
 
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.  
 
We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

 
The Goldman Sachs Group, Inc., 2023. All rights reserved.
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

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About Goldman Sachs

Sourced by ZipRecruiter

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US

Year founded

1869

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