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Mutual Fund Research Analyst Jobs (NOW HIRING)

Career Launch AI

Fund Advisory Associate

Manhattan, NY · On-site

$140K - $185K/yr

... fund research, performance analysis, and portfolio monitoring across a range of investment ... Familiarity with mutual funds, ETFs, hedge funds, private equity, or private credit structures ...

KPMG

Mutual Fund Tax RIC- Manager, NYFS

New York, NY · On-site

$75K - $103K/yr

Join a diverse team helping high-profile clients understand, analyze, and respond to complex ... KPMG is currently seeking a Mutual Fund Tax - Manager to join our Business Tax Services practice.

Dodge & Cox

Fund Treasury Analyst

San Francisco, CA · On-site

S. mutual fund-level tax compliance and reporting, as well as security-level taxation compliance ... Analyze tax implications of fund investments and transactions in the highly specialized areas of ...

Dodge & Cox

Fund Treasury Analyst

Canton, MA · On-site

S. mutual fund-level tax compliance and reporting, as well as security-level taxation compliance ... Analyze tax implications of fund investments and transactions in the highly specialized areas of ...

Dodge & Cox

Fund Treasury Analyst

Boston, MA · On-site

S. mutual fund-level tax compliance and reporting, as well as security-level taxation compliance ... Analyze tax implications of fund investments and transactions in the highly specialized areas of ...

KPMG

Mutual Fund Tax RIC- Manager, NYFS

New York, NY

$75K - $103K/yr

Join a diverse team helping high-profile clients understand, analyze, and respond to complex ... KPMG is currently seeking a Mutual Fund Tax - Manager to join our Business Tax Services practice.

Initio Capital

Investment Research Analyst

New York, NY · On-site

$50 - $200/hr

We serve fund managers, institutional and private investors, operators, and finance professionals across private and alternative markets--combining investment research, deal flow, analyst talent ...

Initio Capital

Hedge Fund Analyst

New York, NY · Remote

$145K - $185K/yr

Job Summary Hedge Fund Analyst Initio Capital Full-time, Part-time, Contract, Temporary, Internship ... in hedge fund research, trading, and portfolio management . Actual openings vary depending on ...

Initio Capital

Capital Research Analyst

New York, NY · On-site

$1.0K - $10K/mo

We connect fund managers, investors, and operators with high-quality, research-informed investment opportunities, supported by analyst resources and institutional infrastructure across the private ...

Calamos Investments

$125K - $145K/yr

... research capabilities and access to specialized private and public markets. Calamos offers ... Understanding of mutual-fund tax and compliance requirements a plus. * Assist in ensuring internal ...

Initio Capital

Capital Research Analyst

New York, NY · On-site

$1.0K - $10K/mo

... research contribution and deal impact) About Initio Sphere Initio Sphere is a private capital ... We connect fund managers, investors, and operators with high-quality deal flow, analyst support ...

Perpetual

Fund Operations Analyst

Philadelphia, PA · On-site

Fund Operations Analyst Berwyn, Pennsylvania Hyrbid, Full-time Prime Purpose Of Role The Fund ... Knowledge of mutual fund and intermediary structures is preferred. Equal opportunities statement At ...

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Infographic showing various Mutual Fund Research Analyst job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 88% Full Time, 10% Part Time, and 1% Contract. Highlights an 78% Physical, 4% Hybrid, and 18% Remote job distribution.

Mutual Fund Trader

Fort Worth, TX • On-site

First Command Financial Services, Inc.
Finance and Insurance • 1 - 5K employees
Learn more about First Command Financial Services, Inc.external

Full-time

Re-posted 28 days ago

First Command Financial Services rating

7.5

Company rating: 7.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description


How will your role impact First Command?
The Client Service Center (CSC) is the primary support center for First Command's clients and field partners and has a deep culture of client-obsessed service and the highest ethical standards. The Trader role supports our clients, employees, and field partners, with a full range of servicing by responding to inbound calls, performing trade executions, money movement requests, account corrections, problem-solving, offline report monitoring, and acting as a client advocate in all situations.
This position supports investment trade execution and requires knowledge of brokerage and investment operational functions as well as regulatory rules and reporting requirements. The TRADER must accurately execute trades via First Command's brokerage platform and/or ticketing system. This position requires a consultative approach to ensure advisor and client requests are accomplished while meeting industry and/or First Command regulations, policies, and procedures. Acting as a Subject Matter Expert, the TRADER will participate, both individually and collaboratively, in divisional projects of varying service and operational nature, including but not limited to report monitoring, relationship development, training, documentation, and process improvement.
What will you be doing?
  • Demonstrated passion for people, having a strong client focus, and desire to provide a superior level of service
  • Demonstrate integrity and high ethical standards
  • Strong ability to successfully balance competing priorities in a fast-paced environment
  • Superior customer service skills with the ability to diffuse situations and solve conflicts in a cordial manner
  • Specific operational knowledge of investment products (specifically mutual funds, variable annuities, and mutual fund wrap programs)
  • Thorough understanding of the financial industry and policies, procedures, and regulatory requirements related to investment trading
  • Ability to partner and collaborate in cross-functional teams for client support and issue resolution
  • Strong interpersonal, communication, and time management skills
  • Strong analytical and problem-solving skills

What value will you provide?
  • Assist clients and advisors with trading strategies, executing investment trades, and money movement transactions
  • Assist with questions and education for employees, clients, and field partners regarding investment trading policies and procedures
  • Partner with Quality Management (QM) to resolve client concerns; involves speaking directly with clients to better understand the situation and working with Support Staff, outside Business Partners, and/or QM to reach a resolution
  • Conducts insightful problem solving for clients taking the time to investigate the client's current situation and ask questions to learn what course of action is in the client's best interests
  • Follow up with clients when necessary to provide status updates and to close out service requests
  • Required to document details of all client and advisor interactions

What skills/qualifications do you need?
Education
  • Bachelor's degree or equivalent work experience required

Work Experience
  • 2+ years of brokerage industry or equivalent experience required
  • 1+ years of contact center experience preferred
  • 1+ years of experience in brokerage and investment trading preferred

Certifications
  • Series 7 and 66 (or equivalent) required and/or must be obtained within 180 days from licensing start date
  • Life & Health Insurance License required and/or must be obtained within 180 days from licensing start date

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What First Command Financial Services employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

First Command Financial Services logo

About First Command Financial Services

Sourced by ZipRecruiter

First Command Financial Services, based in Fort Worth, TX, US, operates within the financial services industry. Established in 1958, this company's mission is to "coach those who serve in their pursuit of financial security." With its suite of services and products, including investment management and financial planning, the firm is dedicated to helping military families and federal employees achieve financial security. Over the years, First Command has made a name for itself through integrity, commitment, and an approach built upon trust, resulting in substantial client loyalty. Featured among its notable achievements is the company's consistent placement among the top 1% of all wealth management firms in the USA in terms of long-term investment results, confirming their commitment to providing exceptional financial services.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Fort Worth, TX, US

Year founded

1958

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