- CFA Exams
- Forums
- CFA Careers
- Topic: Mutual Fund Analyst
| Author | Topic: Mutual Fund Analyst |
|---|---|
| Mikey @2015-07-05 11:31:42 |
I have an opportunity to become and Mutual Fund Analyst at a top-tier fund company. Any color on what these jobs can lead to and whether they are worth my time? |
| ebaytrader @2016-07-28 06:54:14 |
Well, I don't know Mikey ... X[] Your question includes "Mutual Fund Analyst" and "top-tier fund company" which both sound good to me. Isn't it a no-brainer? Since you post this question on this forum, I assume you are also on a CFA path (or even already a charterholder) and generally people in this forum have their eyes set to get into Fund Management. And fund managers usually start as analysts or you want to be a fund manager directly without having to go through analysis process? Good luck! |
| AlexAlex @2019-03-02 18:51:55 |
Agree with earlier poster, 'Mutual Fund Analyst' sounds pretty vague. If your job is calculating NAVs, factsheet numerics, etc, it is not a front office job, so don't consider it fund management (though if you're interested in middle/back office you may like it). My job is front office analysis of closed, open and hedge funds which we, as a fund of funds, invest in. If 'Mutual Fund Analyst' analysis of performance, outlook, etc of funds then its a great 1st front office job - you'll get exposure to loads of different investment styles, and when you say "jump" all the managers of funds you're invested in will say "how high" - you'll get lots of good networking opportunity! Lots of work in itself as well as learning though - there are some really interesting developments coming out of behavioural finance/prospect theory from fund of fund analysis whihc are turning financial mathematics on its head (e.g. general, non Gauss-Markov dependent, risk-return analysis). So, if it is the first, remember this is a mid/back office role. If it is the second it could be really interesting (but not something I'd like to do for 3 years +, personally). Good luck! |
