Financial Customer Support/529 Mutual Fund Support Job Location: 4343 Easton Commons, Columbus, OH, 43219 Job Duration: 12 Months+ Extension Hours: Candidates must be available to work an 8-hour ...
Quick apply
Financial Customer Support/529 Mutual Fund Support Job Location: 4343 Easton Commons, Columbus, OH, 43219 Job Duration: 12 Months+ Extension Hours: Candidates must be available to work an 8-hour ...
Quick apply
Financial Customer Support/529 Mutual Fund Support Job Location: 4343 Easton Commons, Columbus, OH, 43219 Job Duration: 12 Months+ Extension Hours: Candidates must be available to work an 8-hour ...
The Mutual Fund Trading team handles multi-currency transactions related to custody of global and domestic mutual funds. This position will deal with international and domestic counter-parties ...
The Mutual Fund Trading team handles multi-currency transactions related to custody of global and domestic mutual funds. This position will deal with international and domestic counter-parties ...
New York, NY ยท 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 ...
New York, NY ยท 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 ...
Boston, MA ยท On-site
$75K - $102K/yr
Key Responsibilities Manage timely deliverables for mutual fund board book production. Manage and coordinate the Adviser board book production. Prepare and present certain quarterly and annual ...
Quick apply
Boston, MA ยท On-site
$75K - $102K/yr
Key Responsibilities Manage timely deliverables for mutual fund board book production. Manage and coordinate the Adviser board book production. Prepare and present certain quarterly and annual ...
As a Mutual Fund Control Analyst the role requires a self-motivated, goal-oriented individual to work in a team environment, manage multiple tasks in a time-sensitive delivery schedule. The Mutual ...
As a Mutual Fund Control Analyst the role requires a self-motivated, goal-oriented individual to work in a team environment, manage multiple tasks in a time-sensitive delivery schedule. The Mutual ...
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.
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.
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.
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.
$59K - $64K/yr
Work closely with Mutual Fund Services management to ensure compliance and operational processes are developed and functional and that they satisfy new or changing corporate policies, SEC, FINRA, or ...
$59K - $64K/yr
Work closely with Mutual Fund Services management to ensure compliance and operational processes are developed and functional and that they satisfy new or changing corporate policies, SEC, FINRA, or ...
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.
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.
Conduct detailed quality control reviews of mutual fund account transactions, including account opening, maintenance, transfers, and distributions * Evaluate operational processes to ensure adherence ...
Conduct detailed quality control reviews of mutual fund account transactions, including account opening, maintenance, transfers, and distributions * Evaluate operational processes to ensure adherence ...
Conduct detailed quality control reviews of mutual fund account transactions, including account opening, maintenance, transfers, and distributions * Evaluate operational processes to ensure adherence ...
Conduct detailed quality control reviews of mutual fund account transactions, including account opening, maintenance, transfers, and distributions * Evaluate operational processes to ensure adherence ...
Austin, TX ยท On-site
Minimum eight years of recent experience in mutual fund tax * Bachelor's degree in Accounting from an accredited college/university; Licensed CPA, EA or JD/LLM, in addition to others on KPMG ...
Austin, TX ยท On-site
Minimum eight years of recent experience in mutual fund tax * Bachelor's degree in Accounting from an accredited college/university; Licensed CPA, EA or JD/LLM, in addition to others on KPMG ...
Daily workflow of assigned mutual fund * Recording security trades * Monitoring interest and dividend accruals of underlying fund holdings * Examining corporate actions of underlying fund holdings
Daily workflow of assigned mutual fund * Recording security trades * Monitoring interest and dividend accruals of underlying fund holdings * Examining corporate actions of underlying fund holdings
Dublin, OH ยท On-site
Daily workflow of assigned mutual fund * Recording security trades * Monitoring interest and dividend accruals of underlying fund holdings * Examining corporate actions of underlying fund holdings
Dublin, OH ยท On-site
Daily workflow of assigned mutual fund * Recording security trades * Monitoring interest and dividend accruals of underlying fund holdings * Examining corporate actions of underlying fund holdings
$2.0K/wk
NAV calculations, fund expense allocations, mutual fund reporting * Journal entry process improvement * Financial reporting- process improvement * Assisting with pricing of securities * Prepare and ...
$2.0K/wk
NAV calculations, fund expense allocations, mutual fund reporting * Journal entry process improvement * Financial reporting- process improvement * Assisting with pricing of securities * Prepare and ...
Boston, MA ยท On-site
$88K - $109K/yr
A minimum of three years of experience of mutual fund tax * BS/BA degree in accounting/finance or equivalent work experience * Understanding of accounting and tax concepts, practices, and procedures ...
Boston, MA ยท On-site
$88K - $109K/yr
A minimum of three years of experience of mutual fund tax * BS/BA degree in accounting/finance or equivalent work experience * Understanding of accounting and tax concepts, practices, and procedures ...
Chicago, IL ยท On-site
$75K - $95K/yr
Candidates without direct ETF, mutual fund, or fund accounting experience will not be considered. The Fund Administration Analyst will assist with fund expense management oversight, financial ...
Quick apply
Chicago, IL ยท On-site
$75K - $95K/yr
Candidates without direct ETF, mutual fund, or fund accounting experience will not be considered. The Fund Administration Analyst will assist with fund expense management oversight, financial ...
Candidates without direct ETF, mutual fund, or fund accounting experience will not be considered. The Fund Administration Analyst will assist with fund expense management oversight, financial ...
Candidates without direct ETF, mutual fund, or fund accounting experience will not be considered. The Fund Administration Analyst will assist with fund expense management oversight, financial ...
Milwaukee, WI ยท On-site
$68K - $93K/yr
General knowledge of ETFs, mutual funds, other investments and security types * Basic understanding ... In Fund Administration, we value clients first and employees always. We take pride in doing the ...
Milwaukee, WI ยท On-site
$68K - $93K/yr
General knowledge of ETFs, mutual funds, other investments and security types * Basic understanding ... In Fund Administration, we value clients first and employees always. We take pride in doing the ...
Tempe, AZ ยท On-site
$66K - $90K/yr
Proven knowledge of ETFs, mutual funds and other investments and security types * Keen ... In Fund Administration, we value clients first and employees always. We take pride in doing the ...
Tempe, AZ ยท On-site
$66K - $90K/yr
Proven knowledge of ETFs, mutual funds and other investments and security types * Keen ... In Fund Administration, we value clients first and employees always. We take pride in doing the ...
$60K - $69.2K
16% of jobs
$71.2K is the 25th percentile. Wages below this are outliers.
$69.2K - $78.5K
41% of jobs
$87.4K is the 75th percentile. Wages above this are outliers.
$78.5K - $87.7K
18% of jobs
$87.7K - $96.9K
7% of jobs
$96.9K - $106.1K
7% of jobs
$106.1K - $115.4K
2% of jobs
$115.4K - $124.6K
3% of jobs
$124.6K - $133.8K
0% of jobs
$133.8K - $143K
1% of jobs
$143K - $152.3K
1% of jobs
$152.3K - $161.5K
2% of jobs
$60K
$89.8K
$161.5K
To excel in a mutual fund analyst or manager role, you need strong analytical skills, a solid understanding of financial markets, and often a degree in finance, economics, or a related field. Proficiency with financial modeling software, Bloomberg terminals, and relevant certifications such as the CFA are highly valued. Attention to detail, strong communication, and the ability to work collaboratively set top performers apart. These competencies ensure accurate investment analysis, effective portfolio management, and consistent achievement of client objectives.
Professionals in mutual fund management often face challenges such as analyzing large volumes of financial data under tight deadlines, staying updated on rapidly changing market conditions, and balancing risk versus return for their clients. They must frequently communicate their investment decisions and market outlooks to both internal teams and investors. Additionally, meeting regulatory and compliance requirements adds complexity to the role. However, this fast-paced environment provides opportunities for growth, learning, and advancement for those who demonstrate both technical expertise and strong decision-making skills.
A Mutual Fund job involves managing, analyzing, or selling mutual fund investments. Professionals in this field work as fund managers, analysts, advisors, or sales representatives, helping clients invest in diversified portfolios. They research market trends, assess risk, and ensure compliance with financial regulations. These roles require financial expertise, strong analytical skills, and knowledge of investment strategies.

Contractor
Posted 15 days ago