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 ...
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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 ...
Fund Administration Professional
Boston, MA · On-site
$75K - $102.70K/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 ...
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Fund Administration Professional
Boston, MA · On-site
$75K - $102.70K/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 ...
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 clients while investing in your career potential. As an integral part of the team, you would support the ...
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 clients while investing in your career potential. As an integral part of the team, you would support the ...
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 clients while investing in your career potential. As an integral part of the team, you would support the ...
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 clients while investing in your career potential. As an integral part of the team, you would support the ...
Mutual Fund Tax RIC- Manager, NYFS
New York, NY · On-site
$75.50K - $103.40K/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 ...
Mutual Fund Tax RIC- Manager, NYFS
New York, NY · On-site
$75.50K - $103.40K/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 ...
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.
Client Service Associate, Mutual Fund Service Desk
$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 ...
Client Service Associate, Mutual Fund Service Desk
$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 ...
Coordinate with mutual fund companies, transfer agents, third-party providers, clients, and internal teams to ensure that all agreements meet requirements. Supervisory Oversight: * Review and ...
Coordinate with mutual fund companies, transfer agents, third-party providers, clients, and internal teams to ensure that all agreements meet requirements. Supervisory Oversight: * Review and ...
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.
Fund Analyst
$2.03K/wk
NAV calculations, fund expense allocations, mutual fund reporting * Journal entry process improvement * Financial reporting- process improvement * Assisting with pricing of securities * Prepare and ...
New
Fund Analyst
$2.03K/wk
NAV calculations, fund expense allocations, mutual fund reporting * Journal entry process improvement * Financial reporting- process improvement * Assisting with pricing of securities * Prepare and ...
New
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
Fund Analyst
$2.03K/wk
NAV calculations, fund expense allocations, mutual fund reporting * Journal entry process improvement * Financial reporting- process improvement * Assisting with pricing of securities * Prepare and ...
New
Fund Analyst
$2.03K/wk
NAV calculations, fund expense allocations, mutual fund reporting * Journal entry process improvement * Financial reporting- process improvement * Assisting with pricing of securities * Prepare and ...
New
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 ...
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 ...
Fund Analyst
$2.03K/wk
NAV calculations, fund expense allocations, mutual fund reporting * Journal entry process improvement * Financial reporting- process improvement * Assisting with pricing of securities * Prepare and ...
New
Fund Analyst
$2.03K/wk
NAV calculations, fund expense allocations, mutual fund reporting * Journal entry process improvement * Financial reporting- process improvement * Assisting with pricing of securities * Prepare and ...
New
Senior Fund Accountant
Dublin, OH · 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
Senior Fund Accountant
Dublin, OH · 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
Fund Analyst
Chicago, IL · On-site
$2.03K/wk
NAV calculations, fund expense allocations, mutual fund reporting * Journal entry process improvement * Financial reporting- process improvement * Assisting with pricing of securities * Prepare and ...
New
Fund Analyst
Chicago, IL · On-site
$2.03K/wk
NAV calculations, fund expense allocations, mutual fund reporting * Journal entry process improvement * Financial reporting- process improvement * Assisting with pricing of securities * Prepare and ...
New
Fund Analyst
$2.03K/wk
NAV calculations, fund expense allocations, mutual fund reporting * Journal entry process improvement * Financial reporting- process improvement * Assisting with pricing of securities * Prepare and ...
New
Fund Analyst
$2.03K/wk
NAV calculations, fund expense allocations, mutual fund reporting * Journal entry process improvement * Financial reporting- process improvement * Assisting with pricing of securities * Prepare and ...
New
Fund Analyst
$2.03K/wk
NAV calculations, fund expense allocations, mutual fund reporting * Journal entry process improvement * Financial reporting- process improvement * Assisting with pricing of securities * Prepare and ...
New
Fund Analyst
$2.03K/wk
NAV calculations, fund expense allocations, mutual fund reporting * Journal entry process improvement * Financial reporting- process improvement * Assisting with pricing of securities * Prepare and ...
New
Fund Analyst
$2.03K/wk
NAV calculations, fund expense allocations, mutual fund reporting * Journal entry process improvement * Financial reporting- process improvement * Assisting with pricing of securities * Prepare and ...
New
Fund Analyst
$2.03K/wk
NAV calculations, fund expense allocations, mutual fund reporting * Journal entry process improvement * Financial reporting- process improvement * Assisting with pricing of securities * Prepare and ...
New
Mutual Fund information
See salary details
$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
How much do mutual fund jobs pay per year?
As of Jun 1, 2026, the average yearly pay for mutual fund 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 is a Mutual Fund job?
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.
What are the key skills and qualifications needed to thrive in the Mutual Fund position, and why are they important?
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.
What are the main challenges faced by professionals working in mutual fund management?
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.
More about Mutual Fund jobs
- What are the key skills and qualifications needed to thrive in the Mutual Fund position and why are they important?
- What are the main challenges faced by professionals working in mutual fund management?
- What is a Mutual Fund job?
- The 5 Best Types of Mutual Fund in 2026
- The 10 Top Types Of Mutual Fund Jobs
What cities are hiring for Mutual Fund jobs? Cities with the most Mutual Fund 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 jobs? States with the most job openings for Mutual Fund jobs include:
What job categories do people searching Mutual Fund jobs look for? The top searched job categories for Mutual Fund jobs are:
Contractor
Posted 24 days ago
Job description
Job Title: 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 shift within the timeframe of 8 AM - 6 PM
Job Description:
Job Duration: 12 Months+ Extension
Hours: Candidates must be available to work an 8-hour shift within the timeframe of 8 AM - 6 PM
Job Description:
- A Mutual Funds Wealth Management Branch Service Professional that will provide industry-leading service to Brokerage branch personnel by taking incoming calls regarding the Mutual Funds and 529 products and services.
- Provide world-class customer service to field-facing counterparts in all interactions
- Ability to handle a high volume of requests in a fast-paced environment.
- Be self-motivated and able to work in a strong team and high-activity environment
- Troubleshoot live mutual fund order entry and trade adjustment inquiries
- Able to assist the field with mutual fund journal requests
- The ability to deliver and review 529 plans offered
- Apply firm policies and procedures on 529 account opening and maintenance
- Ability to provide paperwork documentation needed for new account opening, change of broker-dealer, and rollover requests
- Bachelor's degree preferred or equivalent education or experience
- Financial experience required; mutual fund experience preferred
- Inbound call experience required
- Excellent interpersonal and client service skills
- Effective written and verbal communication skills
- Strong attention to detail and excellent judgement
- Organizational skills, attention to detail, and excellent follow-up skills
- Ability to research and resolve problems and service inquiries, and escalate when appropriate
- Strong computer skills, including Microsoft Suite
- Be self-motivated and able to work in a strong team and high-activity environment.