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Mutual Fund Portfolio Manager Jobs (NOW HIRING)

The Rockridge Group

Fund Administrator

Concord, CA

$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

$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 · 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 ...

Calamos Investments

$125K - $145K/yr

... managed ... portfolios, mutual funds, ETFs, closed-end funds, interval funds, private funds, and UCITS funds.

KPMG

Senior Manager, Mutual Fund Tax

Boston, MA

Build and manage client relationships while managing a portfolio of large clients and acting as a ... Prior experience in Mutual Fund and/or investment partnership * Proficient in the taxation of ...

KPMG

Senior Manager, Mutual Fund Tax

New York, NY

Build and manage client relationships while managing a portfolio of large clients and acting as a ... Prior experience in Mutual Fund and/or investment partnership * Proficient in the taxation of ...

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How much do mutual fund portfolio manager jobs pay per year?

As of Sep 11, 2026, the average yearly pay for mutual fund portfolio 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.

What does a mutual fund portfolio manager do?

A Mutual Fund Portfolio Manager is responsible for making investment decisions and managing the assets within a mutual fund. They analyze market trends, select securities such as stocks or bonds, and allocate the fund's resources to meet the investment objectives. These professionals also monitor the fund's performance, adjust strategies as needed, and ensure compliance with regulations. Their goal is to maximize returns for investors while managing risk.

What skills and qualifications are needed to thrive as a mutual fund portfolio manager?

To excel as a Mutual Fund Portfolio Manager, you need a strong background in finance, investment analysis, and portfolio management, usually supported by a relevant degree and certifications like the CFA. Proficiency with financial modeling software, Bloomberg Terminal, and risk management systems is essential for decision-making. Outstanding analytical thinking, communication, and leadership skills set top managers apart in this role. These competencies are critical for making informed investment choices, managing client assets effectively, and achieving superior fund performance.

What are common challenges faced by mutual fund portfolio managers in balancing risk and return for clients?

Mutual Fund Portfolio Managers often grapple with the challenge of achieving attractive returns while carefully managing risk to align with the fund’s stated objectives and client expectations. Market volatility, regulatory changes, and shifting economic conditions can require rapid adjustments to portfolio strategy. Additionally, managers must balance diversification and concentration to avoid overexposure to any single asset class or sector. Effective communication with analysts, compliance teams, and client representatives is essential to ensure the portfolio remains aligned with both regulatory standards and investor goals.

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

AspectMutual Fund Portfolio ManagerFinancial Analyst
CredentialsCFP, CFA, Series 7/63CFA, Series 7/63, Bachelor's degree
Work EnvironmentInvestment firms, asset management companiesBanks, investment firms, corporations
Primary FocusManaging mutual fund portfolios, investment decisionsAnalyzing financial data, providing investment recommendations
Employer & IndustryAsset management, mutual fundsFinancial services, corporate finance

While both roles involve finance and investments, a Mutual Fund Portfolio Manager primarily manages mutual fund portfolios and makes investment decisions, whereas a Financial Analyst focuses on analyzing data and providing insights to support investment choices. The roles often overlap in skills and certifications but differ in daily responsibilities and focus areas.

Are mutual fund portfolio managers paid well?

Mutual fund portfolio managers typically earn competitive salaries that include base pay, bonuses, and performance incentives. Compensation varies based on experience, fund size, and firm performance, with senior managers often earning six-figure to seven-figure incomes. Strong analytical skills and industry certifications like the CFA can enhance earning potential.

Do you need a CFA to be a mutual fund portfolio manager?

A CFA designation is not mandatory to become a mutual fund portfolio manager, but it is highly valued and can enhance credibility and career prospects. Many employers prefer or require candidates to have a CFA charter or equivalent experience in investment analysis, portfolio management, or finance. Relevant skills include strong analytical abilities, knowledge of financial markets, and experience with investment tools and strategies.

How much do mutual fund portfolio managers make?

Mutual fund portfolio managers typically earn a median annual salary ranging from $80,000 to $150,000, with experienced managers and those managing larger funds earning higher compensation, often supplemented by bonuses and performance-based incentives. Salaries can vary based on experience, fund size, and geographic location, and many managers hold certifications such as the CFA to enhance their earning potential.

What cities are hiring for Mutual Fund Portfolio Manager jobs?

Cities with the most Mutual Fund Portfolio Manager job openings:

What states have the most Mutual Fund Portfolio Manager jobs?

States with the most job openings for Mutual Fund Portfolio Manager jobs include:

What are popular job titles related to Mutual Fund Portfolio Manager jobs?

For Mutual Fund Portfolio Manager jobs, the most frequently searched job titles are:

Mutual Fund Portfolio Manager jobs near you

ETF & Mutual Fund Business Analyst

Boston, MA • On-site

Daley And Associates, LLC
Recruiting and Staffing Services • 51 - 200 employees
Learn more about Daley And Associates, LLCexternal

$40 - $46/hr

Other

Posted 6 days ago

Job description

ETF & Mutual Fund Business Analyst
We are currently seeking candidates for an ETF & Mutual Fund Business Analyst opportunity with a highly successful financial services firm located in Boston, MA. This individual will support the launch and ongoing maintenance of ETF and Mutual Fund products across digital platforms and global websites. The ideal candidate will have 4-6+ years of financial services experience, preferably within asset management, investment products, or financial data, along with strong business analysis and project coordination skills.
This is a 12-month contract position paying $40-$46/hour, depending on experience. The ETF & Mutual Fund Business Analyst will work onsite in Boston, MA four days per week. Candidates must be located in the Greater Boston area and willing to work onsite four days per week in Boston, MA.
Responsibilities:
• Support ETF and Mutual Fund launches, updates, and digital product enhancements.
• Coordinate product initiatives across Product, Marketing, Technology, Legal, Compliance, and other internal teams.
• Work with external data providers to obtain product information and resolve data issues.
• Analyze business requirements, processes, and systems related to investment product delivery.
• Support testing and quality assurance for website updates and product changes.
• Account for differences across global websites, including market-specific content, data, and product requirements.
• Identify process improvements, project risks, and potential delivery issues.
• Research industry trends, digital developments, and competitive practices within asset management.
• Communicate project requirements, updates, and solutions clearly across business and technical stakeholders.
Qualifications:
• 4-6+ years of experience within financial services.
• Experience with ETFs, Mutual Funds, asset management, investment products, or financial data strongly preferred.
• Strong business analysis and project coordination experience.
• Experience working across multiple business and technology teams.
• Strong analytical, organizational, and problem-solving skills.
• Bachelor’s degree in Finance, Business, Technology, a related field, or equivalent experience.
For immediate consideration, interested and qualified candidates should send their resume to Jackson at jnichols@daleyaa.com
 

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