Working in a back-office position such as customer service representative is an excellent way to break into the industry and obtain experience that will allow you to move up in the mutual fund industry. With experience, a CSR at a large firm can advance to the position of customer service manager. Others prefer to follow a financial-related advancement track, becoming associates, then portfolio managers, and finally rising to executive-level positions at their firms.
- Accountants
- Auditors
- Commodities Brokers
- Financial Consultants
- Financial Institution Officers and Managers
- Financial Quantitative Analysts
- Financial Services Brokers
- Hedge Fund Investor Relations Specialists
- Hedge Fund Relationship Managers
- Investment Bankers
- Investment Banking Analysts
- Investment Banking Associates
- Investment Banking Sales Brokers
- Investment Banking Traders
- Investment Fund Managers
- Investment Professionals
- Mutual Fund Accountants and Auditors
- Mutual Fund Analysts
- Mutual Fund Compliance Professionals
- Mutual Fund Financial Managers
- Mutual Fund Lawyers
- Mutual Fund Marketing Specialists
- Mutual Fund Portfolio Managers
- Mutual Fund Risk Managers
- Mutual Fund Wholesalers
- Wealth Management Associates
- Wealth Management Investor Relations Specialists