Mutual Fund Operations Analyst - Entry Level

IntePros; Pittsburgh (Allegheny County); On-site; USD 50,000 - 70,000; Part time

Benefits offered by this job

Client-focused culture

Collaborative environment

Room to grow

Job summary

A financial services company is seeking an Entry-level Mutual Fund Analyst to join the Fund Activation & Servicing team in Pittsburgh. The role involves managing mutual fund accounts, supporting settlements, and working collaboratively with operations and technology teams. Ideal candidates will have a relevant bachelor's degree and 1-3 years of relevant experience. Strong attention to detail and problem-solving skills are essential.

Qualifications

• 1–3 years of experience in mutual fund operations, trade support, or fund accounting.
• Familiarity with Matrix, FundSERV, or similar settlement systems.
• Organized, deadline-driven, and comfortable managing multiple priorities.

Responsibilities

• Open and maintain mutual fund accounts through Matrix and FundSERV.
• Support settlements and corporate action events.
• Investigate and resolve daily settlement discrepancies.

Skills

Attention to detail

Problem-solving skills

Proficient in Excel

Education

Bachelor’s degree in Finance, Accounting, Business, or related field

Tools

Matrix

FundSERV

Job description

A financial services company is seeking an Entry-level Mutual Fund Analyst to join the Fund Activation & Servicing team in Pittsburgh. The role involves managing mutual fund accounts, supporting settlements, and working collaboratively with operations and technology teams. Ideal candidates will have a relevant bachelor's degree and 1-3 years of relevant experience. Strong attention to detail and problem-solving skills are essential.