Analysts who are hired directly out of college must have previous experience (internship, co-op, summer job) at a mutual fund or in financial research at an investment bank, in an alternative investment sector (i.e., hedge funds, private equity, venture capital), or with a Fortune 500 corporation.
Successful mutual fund analysts must have strong analytical, communication, organizational, research, and time-management skills; the ability to solve problems; a deep understanding of financial and economic markets; curiosity; a detail-oriented personality; and a passion for investing and the investment process. They also need to be familiar with company and fund analytics software; office and presentation software such as Microsoft Excel, PowerPoint, and Word; and financial modeling software.
- Architects
- Financial Quantitative Analysts
- Interior Designers and Decorators
- Investment Fund Managers
- Investment Professionals
- Investment Underwriters
- Mutual Fund Accountants and Auditors
- Mutual Fund Compliance Professionals
- Mutual Fund Customer Service Representatives
- Mutual Fund Financial Managers
- Mutual Fund Lawyers
- Mutual Fund Marketing Specialists
- Mutual Fund Portfolio Managers
- Mutual Fund Risk Managers
- Mutual Fund Wholesalers
- Property and Real Estate Managers
- Real Estate Agents and Brokers
- Real Estate Clerks
- Real Estate Developers
- Real Estate Lawyers
- Real Estate Writers