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Mutual Fund Manager Jobs (NOW HIRING)

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 ...

CFS

Fund Analyst

Chicago, IL

$2K/wk

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 ...

US Bank

Fund Administrator

Oshkosh, WI · Hybrid

$67K - $92K/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 Manager information

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$60K

$89.8K

$161.5K

How much do mutual fund manager jobs pay per year?

As of Jun 12, 2026, the average yearly pay for mutual fund manager 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.

How much do mutual fund managers make?

Mutual fund managers typically earn a median annual salary of around $125,000, with experienced managers and those managing large funds earning significantly more, often exceeding $200,000 annually. Compensation can include base salary, bonuses, and performance-based incentives, and often depends on experience, fund size, and firm location.

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 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 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 do mutual fund managers do?

Mutual fund managers are responsible for selecting and managing the investments within a mutual fund to meet its financial goals. They analyze market trends, evaluate securities, and make buy or sell decisions, often using financial analysis tools and research. Their work involves monitoring fund performance and adjusting portfolios as needed to maximize returns for investors.

Who is the youngest fund manager?

The youngest known fund manager is Alexander Kearns, who became a fund manager at a very young age, though specific ages vary and are rarely publicly confirmed. Generally, fund managers are experienced professionals who typically start their careers in finance in their early 20s or later after gaining relevant education and certifications such as the CFA. Age is not a standard measure of success or qualification in the industry.

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 salary of a fund manager?

The salary of a mutual fund manager typically ranges from $70,000 to over $200,000 annually, depending on experience, location, and the size of the fund. Many fund managers also earn performance-based bonuses and incentives. Entry-level managers may earn less, while experienced professionals managing large funds can earn significantly more.
More about Mutual Fund Manager jobs
What cities are hiring for Mutual Fund Manager jobs? Cities with the most Mutual Fund Manager 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 Mutual Fund Manager jobs? States with the most job openings for Mutual Fund Manager jobs include:
Mutual Fund Manager jobs near you
Infographic showing various Mutual Fund Manager job openings in the United States as of June 2026, with employment types broken down into 98% Full Time, 1% Part Time, and 1% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $89,770 per year, or $43.2 per hour.
Mutual Fund Tax Analyst

Mutual Fund Tax Analyst

US Bank

Milwaukee, WI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 15 days ago

U.S. Bank rating

8.2

Company rating: 8.2 out of 10

Based on 345 frontline employees who took The Breakroom Quiz

38th of 141 rated banks

Job description

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.

Job Description

The Fund Administration practice of U.S. Bank Global Fund Services (USGFS) provides value-added services to a robust and rapidly growing client base, which includes mutual funds, ETF's, hedge funds, private equity funds, offshore funds, and other investment companies.

As a Mutual Fund Tax Analyst 1 or 2 you will work as part of a diverse team that supports our clients while investing in your career potential. As an integral part of the team, you would support the day-to-day financial and compliance operations of assigned mutual funds, exchange-traded funds, closed-end funds and/or business development company clients. As part of our teams duties as trusted advisors, we work collaboratively with other internal teams, our clients, as well as with regional and public accounting firms. Through our internal training program and personalized mentorship program, you will be supported in your role as you rapidly progress in your career here.

Key Responsibilities:

  • Fiscal/Excise Tax Calculations: Assist with the preparation of investment company taxable income calculations, including book-to-tax differences and dividend analysis
  • Federal and State Income Tax Compliance: Assist with the preparation of IRS Forms 1120-RIC, 8613, 1099s, and required state tax forms
  • International Tax Reporting: Assist with the review of informational returns and research requirements
  • Tax Research: As necessary, assist with the preparation of tax technical and financial reporting guidance, and requirements, research foreign withholding tax and reporting requirements
  • Project Management: participate in multiple tax engagements throughout the year while working closely with internal business departments to service our clients while maintaining important deadlines

Basic Qualifications for Tax Analyst 1:
- Bachelor's degree in accounting or finance, or equivalent work experience
- One to two years of related work experience

Basic Qualifications for Tax Analyst 2:

- Bachelor's degree in accounting or finance, or equivalent work experience
- Two to five years of related work experience

Preferred Skills/Experience

  • Bachelor's degree required. Accounting or Finance degree preferred.
  • Demonstration of ethics and integrity, adhering to USGFS' core values
  • You are a team-oriented professional, interacting collaboratively with team members and others throughout the organization
  • Shows initiative, including eagerness to work on projects, with the ability to communicate effectively with people at all levels
  • Demonstrates effective work habits and strong organizational skills by prioritizing and planning, with the ability to manage multiple tasks simultaneously and adapt to changing client priorities and regulatory requirements
  • Shows a commitment to learning through professional development and growth, continually expanding your knowledge base and expertise in your practice area
  • Strong working knowledge of Microsoft Excel

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to ourdisability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

  • Healthcare (medical, dental, vision)

  • Basic term and optional term life insurance

  • Short-term and long-term disability

  • Pregnancy disability and parental leave

  • 401(k) and employer-funded retirement plan

  • Paid vacation (from two to five weeks depending on salary grade and tenure)

  • Up to 11 paid holiday opportunities

  • Adoption assistance

  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about theE-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $60,435.00 - $71,100.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

What U.S. Bank employees say

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About U.S. Bank

Sourced by ZipRecruiter

U.S. Bank is a reputable and established financial institution that plays a significant role in the banking sector. With a history spanning over 150 years, U.S. Bank has built a strong foundation of trust and reliability. As a comprehensive bank, they offer a wide array of financial products and services to cater to the diverse needs of their customers, including individuals, businesses, and communities. Customer satisfaction is of utmost importance to U.S. Bank. They prioritize delivering exceptional service and fostering long-term relationships with their clients. Through their extensive network of branches and advanced digital banking platforms, U.S. Bank ensures convenient access to their services, empowering customers to manage their finances efficiently and securely.

Industry

Banking and credit intermediation

Company size

10,000+ Employees

Headquarters location

Minneapolis, MN, US

Year founded

1863

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