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Become A Mutual Fund Manager

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Working As A Mutual Fund Manager

  • Interacting With Computers
  • Communicating with Supervisors, Peers, or Subordinates
  • Guiding, Directing, and Motivating Subordinates
  • Coaching and Developing Others
  • Establishing and Maintaining Interpersonal Relationships
  • Deal with People

  • Unpleasant/Angry People

  • Mostly Sitting

  • Make Decisions

  • $122,500

    Average Salary

What Does A Mutual Fund Manager Do At KPMG

* Review and provide oversight of tax provision and distribution work papers for Regulated Investment Companies (RIC) including (but not limited to) the following: review RIC fiscal and excise tax provision work papers, review financial statement disclosures, and review annual book-to-tax adjustment analysis by examining the taxability of investment income/expenses, securities transactions, and complex derivatives including futures, options, and swaps, prepare income and capital estimates of RIC distributions
* Review work papers and other documents to support client deliverables
* Delivery of high quality tax consulting services to KPMG clients
* Manage, direct, monitor, and deliver client engagements while maintaining active communication with clients in an effort to manage expectations and help ensure client satisfaction
* Lead and mentor staff level team members

What Does A Mutual Fund Manager Do At Deloitte

* Tax Managers in our Mutual Fund Tax practice perform a high-level of tax research, regulated investment company (RIC) tax work papers, financial statement provisions and related tax disclosures and federal and relevant state returns, excise calculations, and RIC compliance tests.
* In addition, they motivate, mentor, supervise, and train new and experienced-level Tax Consultants and Tax seniors, and they begin taking on lead client contact roles on engagements.
* They have extensive technical experience, have developed reputations in a given service line, and are involved in sales and marketing activities.
* They attend required training and facilitate at least one engagement-specific training and one national training per year.
* Qualifications
* or more years of public accounting experience (at least 3 years in Investment Management) or equivalent in law firms or industry
* CPA, Enrolled Agent, or other appropriate certification required (or in process of obtaining)
* Bachelor's degree in Accounting, Finance, or other business related field
* Advanced Degree preferred: MST, MAcc, JD or LLM
* Prior Big 4 experience a plus
* Experience reviewing partnership and/or trust documents required
* Experience with managing projects including scheduling, budgeting, client correspondence and billing
* Strong communication, interpersonal, and organizational skills
* Excellent research and writing skills
* Knowledge of fund accounting and general ledger accounting a plus
* Some travel may be required

What Does A Mutual Fund Manager Do At Raymond James

* Performs human resource management activities, including identifying performance problems and approving recommendations for remedial action; evaluating performance; and interviewing and selecting staff.
* Plans, assigns, monitors, reviews, evaluates and leads the work of subordinate managers and supervisors.
* Coaches and mentors subordinates and identifies training needs and creates development plans.
* Prepares and presents operational budgets for assigned functional area(s).
* Interprets, applies and recommends changes to organizational policies and procedures.
* Establishes objectives and develops processes and procedures to ensure efficient and timely work flow.
* Performs periodic reporting on work progress, project completions and additional ad-hoc reporting as required.
* Balances conflicting resource and priority demands.
* Maintains regular contact with senior manager and other internal customers to identify, research and resolve issues.
* Ensures effective coordination occurs between assigned functional area(s) and other areas.
* Identifies trends and implements corrective action as necessary.
* Uses financial data and performance indicators to establish control mechanisms and other improvement initiatives.
* Performs other duties and responsibilities as assigned

What Does A Mutual Fund Manager Do At Lilly

* Elanco is establishing a new Business Unit to expand the access to and availability of Elanco's innovative Animal medicine and wellness products worldwide.
* Our products are, and will be, distributed in multiple channels.
* Role overview:
* The trade fund manager will be responsible for the management and measurement of the trade spend of the North American Animal Care Expansion (ACE) business.
* This individual will directly manage a business analyst to deliver financial oversight and leadership to ensure strong profit maximization and ROI.
* Responsibilities
* Manage and provide financial oversight to the North American Animal Care Expansion (ACE) business unit operational trade expenditure
* Assist with strategic and business planning processes
* Ensuring high quality reporting and analytical support
* Work closely with Key Account managers to manage and measure trade spend
* Participate and present in monthly Animal Care Expansion (ACE)leadership team meetings
* Ensure timely payment of trade spend, including rebates and promotional spend
* Provide timely and accurate consolidation and submission of retail partner financial forecasts
* Design, develop, maintain and enhance trade spend planning, forecasting and reporting systems, processes & tools for the Animal Care Expansion (ACE) business
* Req ID:
* BR

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How To Become A Mutual Fund Manager

Financial managers typically have a bachelor’s degree and 5 years or more of experience in another business or financial occupation, such as an accountant, securities sales agent, or financial analyst.


A bachelor's degree in finance, accounting, economics, or business administration is often the minimum education needed for financial managers. However, many employers now seek candidates with a master’s degree, preferably in business administration, finance, or economics. These academic programs help students develop analytical skills and learn financial analysis methods and software.

Licenses, Certifications, and Registrations

Professional certification is not required, but some financial managers still get it to demonstrate a level of competence. The CFA Institute confers the Chartered Financial Analyst (CFA) certification to investment professionals who have at least a bachelor’s degree, 4 years of work experience, and pass three exams. The Association for Financial Professionals confers the Certified Treasury Professional credential to those who pass an exam and have a minimum of 2 years of relevant experience.

Work Experience in a Related Occupation

Financial managers usually have experience in another business or financial occupation. For example, they may have worked as a loan officer, accountant, securities sales agent, or financial analyst. 

In some cases, companies provide formal management training programs to help prepare highly motivated and skilled financial workers to become financial managers.

Important Qualities

Analytical skills. Financial managers increasingly are assisting executives in making decisions that affect their organization, a task which requires analytical ability.

Communication skills. Excellent communication skills are essential because financial managers must explain and justify complex financial transactions.

Detail oriented. In preparing and analyzing reports such as balance sheets and income statements, financial managers must be precise and attentive to their work in order to avoid errors.

Math skills. Financial managers must be skilled in math, including algebra. An understanding of international finance and complex financial documents also is important.

Organizational skills. Financial managers deal with a range of information and documents and so they must stay organized to do their jobs effectively.

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Mutual Fund Manager jobs

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Mutual Fund Manager Demographics


  • Male

  • Female

  • Unknown



  • White

  • Asian

  • Hispanic or Latino

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • Mandarin

  • Chinese

  • French

  • Japanese

  • Turkish

  • Vietnamese

  • Romanian

  • Cantonese

  • Korean

  • Italian

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Mutual Fund Manager

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Real Mutual Fund Manager Salaries

Job Title Company Location Start Date Salary
Fund Manager MGM Innova Capital LLC Miami, FL Oct 01, 2015 $175,038
Fund Manager Ohio Public Employees Retirement System Columbus, OH Apr 22, 2016 $152,402
Fund Manager Ohio Public Employees Retirement System Columbus, OH Oct 01, 2014 $151,133
Mutual Fund Portfolio Manager, Global Growth Strat Artisan Partners Limited Partnership San Francisco, CA Mar 15, 2010 $147,243 -
Fund Manager MGM Innova, LLC Miami, FL Oct 01, 2012 $142,884 -
Manager, Catalyst Fund Samsung Oak Holdings, Inc. San Jose, CA Apr 07, 2016 $140,000
Manager, Fund Accounting Cerebellum Capital, Inc. San Francisco, CA Apr 23, 2015 $134,638
Manager, Fund Accounting Cerebellum Capital, Inc. San Francisco, CA Sep 17, 2016 $128,600
Mutual Fund Co-Portfolio Manager (Merger Arbitrage) Gamco Investors, Inc. Rye, NY Nov 30, 2016 $125,000
Manager-Fund Accounting TPG Global, LLC Fort Worth, TX Mar 20, 2015 $120,000
Manager-Fund Accounting TPG Capital, L.P. Fort Worth, TX Oct 07, 2014 $120,000
Fund Manager Ohio Public Employees Retirement System Columbus, OH Oct 01, 2011 $118,227
Manager, Fund Accounting Cerebellum Capital, Inc. San Francisco, CA Sep 17, 2013 $110,000
Mutual Fund Tax Manager (AVP) JP Morgan Chase & Co Boston, MA May 26, 2016 $107,536
Fund Manager Solarcity Corporation San Mateo, CA Jan 09, 2014 $107,000
Manager-Fund Accounting The Carlyle Group Employee Co., LLC New York, NY Sep 20, 2010 $105,000
Mutual Fund Tax Manager (AVP) Jpmorgan Chase & Co. Boston, MA Feb 06, 2016 $100,000
Principal Fund Manager Chazon QTA: Quantitative Trading Artists, LLC New York, NY Oct 01, 2010 $100,000

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Top Skills for A Mutual Fund Manager


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Top Mutual Fund Manager Skills

  1. Annual Financial Statements
  2. New Procedures
  3. Ensure Compliance
You can check out examples of real life uses of top skills on resumes here:
  • Prepared semi-annual and annual financial statements and quarterly Board of Director reports.
  • Review individual deal packets to ensure compliance with all applicable lender/state/federal guidelines.
  • Monitor, review and verify the daily procedures for creating net asset values (NAV).
  • Reviewed fund portfolio to identify foreign tax issues, unique financial instruments and positions to determine correct treatment for tax purposes.
  • Facilitated annual fund audits with external auditors and prepared board meeting materials.

Top Mutual Fund Manager Employers

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