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Mutual Fund Manager Jobs in California (NOW HIRING)

Fund Administrator

Concord, CA

$75.70K - $103.70K/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 ...

Manager, Fund Governance Operations

Newport Beach, CA · On-site

$74K - $101.40K/yr

Position Description We are seeking a Manager to join our Fund Governance team. This team plays a ... JD or Paralegal Certificate desirable * 4-8 years of experience in mutual fund legal operations ...

Position Description We are seeking a Manager to join our Fund Governance team. This team plays a ... JD or Paralegal Certificate desirable * 4-8 years of experience in mutual fund legal operations ...

S. mutual fund-level tax compliance and reporting, as well as security-level taxation compliance ... Strong in Microsoft Excel; ability to manage and analyze large data sets * Excellent analytical ...

S. mutual fund-level tax compliance and reporting, as well as security-level taxation compliance ... Strong in Microsoft Excel; ability to manage and analyze large data sets * Excellent analytical ...

... Manager for a Mutual Fund Load Waiver Remediation project - look for candidates with experience with mutual funds, data analysis around mutual funds or alternative investments fees remediation ...

Compliance Specialist

Concord, CA · Hybrid

$85K - $95K/yr

... management and regulatory exams. * Support implementation of new regulatory requirements, internal policies, and compliance initiatives across the firm. Mutual Fund Compliance * Support the 1940 Act ...

Compliance Specialist

Concord, CA · On-site

$85K - $95K/yr

... management and regulatory exams. * Support implementation of new regulatory requirements, internal policies, and compliance initiatives across the firm. Mutual Fund Compliance * Support the 1940 Act ...

Compliance Specialist

Concord, CA · Hybrid

$85K - $95K/yr

... management and regulatory exams. * Support implementation of new regulatory requirements, internal policies, and compliance initiatives across the firm. Mutual Fund Compliance * Support the 1940 Act ...

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Showing results 1-20

Mutual Fund Manager information

See California salary details

$59.2K

$88.6K

$159.4K

How much do mutual fund manager jobs pay per year?

As of May 28, 2026, the average yearly pay for mutual fund manager in California is $88,594.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,100.00 and $93,300.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Mutual Fund Manager, and why are they important?

To thrive as a Mutual Fund Manager, you need a strong foundation in finance, investment analysis, portfolio management, and typically an advanced degree such as an MBA or CFA certification. Expertise in financial modeling software, Bloomberg Terminal, and portfolio management systems is commonly required. Strong analytical thinking, decision-making under pressure, and effective communication with clients and stakeholders are crucial soft skills. These competencies ensure prudent investment strategies, regulatory compliance, and the ability to achieve optimal returns for clients.

What are some common challenges Mutual Fund Managers face when managing diverse portfolios?

Mutual Fund Managers often face the challenge of balancing risk and return while adhering to the fund's investment objectives and regulatory requirements. Managing diverse portfolios requires constant monitoring of market trends, economic indicators, and individual asset performance. In addition, Mutual Fund Managers must effectively communicate with analysts, traders, and compliance teams to ensure timely and informed investment decisions. Adapting strategies to changing market conditions and investor expectations can be demanding, but it also offers valuable opportunities for professional growth and skill development.

What does a mutual fund manager do?

A mutual fund manager is responsible for overseeing a portfolio of investments within a mutual fund. Their main duties include researching and selecting stocks, bonds, or other assets with the goal of maximizing returns for investors while managing risk. They monitor market trends, adjust the fund’s holdings as needed, and ensure the fund complies with regulations and its stated investment objectives. Mutual fund managers also communicate with investors and provide updates on fund performance.

What is the difference between Mutual Fund Manager vs Financial Analyst?

AspectMutual Fund ManagerFinancial Analyst
Required CredentialsCFAs, securities licenses, relevant degreesCFAs, finance degrees, certifications like CFA or CPA
Work EnvironmentInvestment firms, asset management companiesBanks, investment firms, corporate finance departments
Employer & Industry UsageAsset management, investment fundsFinancial services, corporate finance, consulting

Mutual Fund Managers and Financial Analysts both require finance-related credentials and work within financial services. Mutual Fund Managers focus on managing investment portfolios for clients, while Financial Analysts analyze financial data to support investment decisions. Both roles are essential in the investment industry but differ in responsibilities and daily tasks.

What are the most commonly searched types of Mutual Fund jobs in California? The most popular types of Mutual Fund jobs in California are:
What cities in California are hiring for Mutual Fund Manager jobs? Cities in California with the most Mutual Fund Manager job openings:
Mutual Fund/Investment Compliance Analyst

Mutual Fund/Investment Compliance Analyst

Pacific Life Insurance Company

Newport Beach, CA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 27 days ago


Pacific Life rating

9.0

Company rating: 9.0 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

34th of 258 rated insurance


Job description

Job Description:
Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience. We're actively seeking a talented Mutual Fund/Investment Compliance Analyst to join our Funds Law Team. Preference is for this person to be based in Newport Beach, CA (hybrid 4 days per week in office) but open to Omaha, NE office as well.
As a Mutual Fund/Investment Compliance Analyst, you'll play a key role in Pacific Life's growth and long-term success by supporting the legal requirements for Pacific Select Fund (mutual fund) and Pacific Life Fund Advisors (investment adviser) and cross-train with our Variable Products Team. You will fill an existing role that sits on a team of four in the Corporate Division, Office of the General Counsel. Your team colleagues will include counsel, paralegal and analyst professionals in a close-knit supportive team environment.
How you will make an impact:
  • Assist with the preparation of legal regulatory filings for Pacific Select Fund, a mutual fund complex with over $40 billion in client assets.
  • Provide analysis and support to the investment adviser Pacific Life Fund Advisors LLC
  • Prepare board materials regarding the funds and the adviser
  • Assist and cross-train with Pacific Life variable insurance products as needed

The experience you will bring:
  • 0 to 2 years' experience with mutual funds, investment advisors, variable insurance products and/or applicable federal statutes (extensive training will be provided)
  • Computer fluency, including Microsoft Office and SharePoint On-Line
  • Document database system experience a plus (extensive training will be provided)
  • Exceptional attention to detail and proofreading skills.
  • Excellent organizational, time management and people skills are a must.

What will make you stand out:
  • 4-year degree
  • Ability to work under deadlines in a cyclical stress environment
  • Team orientation while also exhibiting independence professional work ethic requiring minimal supervision

#LI-TB1
Base Pay Range:
The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.
$33.58 - $41.04
Your Benefits Start Day 1
Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.
  • Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
  • Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
  • Paid Parental Leave as well as an Adoption Assistance Program
  • Competitive 401k savings plan with company match and an additional contribution regardless of participation

You Can Be Who You Are
We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.
What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife
EEO Statement:
Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.

Pacific Life logo

About Pacific Life

Sourced by ZipRecruiter

When you purchase life insurance and retirement solutions, you're buying a promise. A promise that today, tomorrow or ten years from now, we'll be there. For more than 150 years, our clients have trusted Pacific Life to protect what matters most to them - their families, their businesses, their futures.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Newport Beach, CA, US

Year founded

1868

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