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Remote Mutual Fund Jobs (NOW HIRING)

UMB Financial

ETF Fund Accountant I

Milwaukee, WI · On-site +1

$43K - $82.59K/yr

... mutual fund and collective trust clients. As the Fund Accountant I , you are responsible for all ... CST, with Monday to Thursday being in-office and Friday's remote with possible remote work allowed ...

trainwell

Licensed Investment Representative

Suitland, MD · On-site +1

$60K - $75K/yr

This is a remote position where you'll work directly with clients to recommend and manage mutual fund investments, build long-term financial relationships, and help families secure their financial ...

trainwell

Licensed Investment Representative

Suitland, MD · Remote

$60K - $75K/yr

This is a remote position where you'll work directly with clients to recommend and manage mutual fund investments, build long-term financial relationships, and help families secure their financial ...

MUFG Investor Services

Fund Accountant

Dallas, TX · On-site +1

Fund Accountant Location: Dallas, Texas OR Remote About MUFG Capital Analytics: MUFG Capital ... mutual funds, and venture capital. Top Workplaces Award in Dallas - Ft. Worth 2024 & 2025 MUFG ...

MUFG Investor Services

Fund Accountant

Dallas, TX · On-site +1

Fund Accountant Location: Dallas, Texas OR Remote About MUFG Capital Analytics: MUFG Capital ... mutual funds, and venture capital. Top Workplaces Award in Dallas - Ft. Worth 2024 & 2025 MUFG ...

MUFG Investor Services

Fund Accountant

Dallas, TX · On-site +1

Fund Accountant Location: Dallas, Texas OR Remote About MUFG Capital Analytics: MUFG Capital ... mutual funds, and venture capital. Top Workplaces Award in Dallas - Ft. Worth 2024 & 2025 MUFG ...

MUFG Investor Services

Fund Accountant

Dallas, TX · On-site +1

Fund Accountant Location: Dallas, Texas OR Remote About MUFG Capital Analytics: MUFG Capital ... mutual funds, and venture capital. Top Workplaces Award in Dallas - Ft. Worth 2024 & 2025 MUFG ...

MUFG Investor Services

Senior Fund Accountant

Dallas, TX · On-site +1

Dallas, Texas OR Remote About MUFG Capital Analytics: MUFG Capital Analytics is a leading provider ... mutual funds, and venture capital. Top Workplaces Award in Dallas - Ft. Worth 2024 & 2025 MUFG ...

MUFG Investor Services

Senior Fund Accountant

Dallas, TX · On-site +1

Dallas, Texas OR Remote About MUFG Capital Analytics: MUFG Capital Analytics is a leading provider ... mutual funds, and venture capital. Top Workplaces Award in Dallas - Ft. Worth 2024 & 2025 MUFG ...

MUFG Investor Services

Fund Controller

Dallas, TX · On-site +1

Fund Controller Location : Dallas, Texas or Remote About MUFG Capital Analytics: MUFG Capital ... mutual funds, and venture capital. Top Workplaces Award in Dallas - Ft. Worth 2024 & 2025 MUFG ...

MUFG Investor Services

Senior Fund Accountant

Dallas, TX · On-site +1

Dallas, Texas OR Remote About MUFG Capital Analytics: MUFG Capital Analytics is a leading provider ... mutual funds, and venture capital. Top Workplaces Award in Dallas - Ft. Worth 2024 & 2025 MUFG ...

MUFG Investor Services

Fund Controller

Dallas, TX · On-site +1

Fund Controller Location : Dallas, Texas or Remote About MUFG Capital Analytics: MUFG Capital ... mutual funds, and venture capital. Top Workplaces Award in Dallas - Ft. Worth 2024 & 2025 MUFG ...

MUFG Investor Services

Senior Fund Accountant

Dallas, TX · On-site +1

Dallas, Texas OR Remote About MUFG Capital Analytics: MUFG Capital Analytics is a leading provider ... mutual funds, and venture capital. Top Workplaces Award in Dallas - Ft. Worth 2024 & 2025 MUFG ...

MUFG Investor Services

Senior Fund Accountant

Dallas, TX · On-site +1

Dallas, Texas OR Remote About MUFG Capital Analytics: MUFG Capital Analytics is a leading provider ... mutual funds, and venture capital. Top Workplaces Award in Dallas - Ft. Worth 2024 & 2025 MUFG ...

MUFG Investor Services

Fund Controller

Dallas, TX · On-site +1

Fund Controller Location : Dallas, Texas or Remote About MUFG Capital Analytics: MUFG Capital ... mutual funds, and venture capital. Top Workplaces Award in Dallas - Ft. Worth 2024 & 2025 MUFG ...

MUFG Investor Services

Senior Fund Accountant

Dallas, TX · On-site +1

Dallas, Texas OR Remote About MUFG Capital Analytics: MUFG Capital Analytics is a leading provider ... mutual funds, and venture capital. Top Workplaces Award in Dallas - Ft. Worth 2024 & 2025 MUFG ...

MUFG Investor Services

Senior Fund Accountant

Dallas, TX · On-site +1

Dallas, Texas OR Remote About MUFG Capital Analytics: MUFG Capital Analytics is a leading provider ... mutual funds, and venture capital. Top Workplaces Award in Dallas - Ft. Worth 2024 & 2025 MUFG ...

MUFG Investor Services

Senior Fund Accountant

Dallas, TX · On-site +1

Dallas, Texas OR Remote About MUFG Capital Analytics: MUFG Capital Analytics is a leading provider ... mutual funds, and venture capital. Top Workplaces Award in Dallas - Ft. Worth 2024 & 2025 MUFG ...

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All JobsRemote Mutual Fund Jobs

Remote Mutual Fund information

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$60K

$89.8K

$161.5K

How much do remote mutual fund jobs pay per year?

As of May 28, 2026, the average yearly pay for remote 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 are the key skills and qualifications needed to thrive as a Mutual Fund Analyst working remotely, and why are they important?

To thrive as a Remote Mutual Fund Analyst, you need a solid background in finance, investment analysis, and portfolio management, typically supported by a degree in finance or economics and relevant certifications such as CFA or CIPM. Familiarity with analytical tools like Bloomberg Terminal, Morningstar Direct, and portfolio management software is essential. Strong attention to detail, self-motivation, and effective virtual communication set standout analysts apart in a remote setting. These skills and qualities are crucial for delivering accurate investment insights, collaborating with distributed teams, and supporting optimal fund performance from any location.

What are some common challenges faced by remote mutual fund analysts, and how can they be effectively managed?

Remote mutual fund analysts often encounter challenges such as coordinating with portfolio managers and research teams across different time zones, staying up-to-date with market developments, and maintaining secure data access. Effective communication through regular virtual meetings and collaboration tools is essential for synchronizing research efforts. Additionally, leveraging secure, cloud-based platforms ensures data privacy and seamless access to analytics resources, helping analysts remain productive and connected in a remote environment.

What is a Remote Mutual Fund job?

A Remote Mutual Fund job typically involves working with mutual fund companies or investment firms from a remote location, such as your home. These roles can include tasks like managing fund portfolios, analyzing market trends, providing customer support, or handling administrative duties related to mutual funds. Remote positions allow professionals to access financial data, communicate with clients, and execute trades using digital platforms. This flexibility can be ideal for those seeking a work-life balance while building a career in finance. The specific responsibilities will vary depending on the company and the exact role within the mutual fund sector.

What is the difference between Remote Mutual Fund and Remote Financial Advisor?

AspectRemote Mutual FundRemote Financial Advisor
CredentialsSeries 6/7, CFP (optional)Series 7, 66, CFP (preferred)
Work EnvironmentResearch, fund analysis, portfolio managementClient consultations, financial planning, investment advice
Industry UsageAsset management firms, mutual fund companiesFinancial planning firms, banks, independent advisors

Remote Mutual Fund roles focus on managing and analyzing mutual funds, often requiring certifications like Series 6 or 7. Remote Financial Advisors provide personalized financial advice and planning, typically holding Series 7, 66, and CFP certifications. While both work remotely within the finance industry, their core responsibilities differ: one manages funds, the other advises clients. Understanding these distinctions helps job seekers find the right remote finance role aligned with their credentials and career goals.

More about Remote Mutual Fund jobs
What cities are hiring for Remote Mutual Fund jobs? Cities with the most Remote 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 Remote Mutual Fund jobs? States with the most job openings for Remote Mutual Fund jobs include:
What job categories do people searching Remote Mutual Fund jobs look for? The top searched job categories for Remote Mutual Fund jobs are:
Remote Mutual Fund jobs near you
Infographic showing various Remote Mutual Fund job openings in the United States as of May 2026, with employment types broken down into 95% Full Time, and 5% Part Time. Highlights an 100% Remote job distribution, with an average salary of $89,770 per year, or $43.2 per hour.
Client Service Associate, Mutual Fund Service Desk

Client Service Associate, Mutual Fund Service Desk

Virtus Investment Partners, Inc.

Remote

$59K - $64K/yr

Full-time

Posted 4 days ago

Job description

Virtus is dedicated to the success of employees and helping everyone on our team achieve their goals.
We are a dynamic, fast-growing organization with the resources of a large firm and the innovative environment of an entrepreneurial company that promotes collaboration and employee engagement. Every member of our team is empowered to make a tangible impact in offering clients high-quality investment strategies to meet their financial needs and delivering value for our shareholders.
We are an organization where employees can thrive personally and professionally. Professional development opportunities help employees enhance their skills and grow in their careers. Meaningful financial rewards and a comprehensive package of benefits support employees at every stage of life and encourage work-life balance, and physical, emotional and mental well-being.
We believe in the value of a diverse, inclusive, and respectful work environment and are committed to making a positive impact in the communities where we live and work.
Job Description
The Fund Services team is responsible for a variety of functions including client center and written communications; implementation of policies and procedures; oversight of Fund service providers and financial intermediaries; market timing analysis; reconciliation and reporting for financial intermediary sub transfer agency payments; preparation of fund announcements; and other regulatory tasks, as required. This role must be knowledgeable and trained to service multiple product lines including open-end and closed-end funds, college access savings, variable insurance funds, offshore mutual funds, and corporate stock clients.
Primary Job Responsibilities:
  • Provide accurate, time-sensitive, and cost-effective services to our mutual funds, college access 529, and offshore clients as well as company stockholders, and intermediaries through inbound calls via the call center or written inquiries that enhance client service and contribute to the overall success of our business.
  • Work closely with outsourced service providers (BNY Mellon, Computershare, Broadridge, etc.) to ensure adherence to high quality and quantity standards. Research and provide information on operational processes as required and ensure service providers' policies and procedures are being followed.
  • Draft policies and testing procedures to adhere to industry and compliance standards. 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 other applicable industry or regulatory regulations.
  • Provide ongoing research of the mutual fund industry to keep current with industry standards, laws, and regulations.

Ideal Qualifications:
  • Bachelor's degree preferred.
  • FINRA Series 6 required (within 6 months of hire).
  • Mutual fund experience as well as transfer agency service provider expertise is preferred.
  • Effective interpersonal communication skills (oral/written) with demonstrated ability to collaborate and positively influence diverse audiences internally and externally at all levels of the organization.
  • Able to independently multitask and rapidly change focus as business needs dictate.
  • Fluent in general office software including but not limited to Word, Excel, and report writing tools and the strong potential to independently develop new software skills.

The salary range for this role is $59,000 to $64,000.
The starting salary offer will vary based on the applicant's education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in the annual incentive plan.
This position requires U.S. citizenship or lawful permanent residency (Green Card holder) as a condition of employment. We are unable to sponsor work visas or provide support for OPT/CPT programs for this role.
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