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Mutual Fund Accountants and Auditors

Overview

Accountants perform a wide range of financial-related duties for mutual fund companies—ranging from calculating the net asset value of mutual funds to preparing financial records, including profit and loss statements, balance sheets, cost studies, and tax reports. Auditors make sure that financial records are accurate, complete, and comply with local, state, and federal laws. Accountants and auditors are employed directly by mutual fund companies or by accounting firms that provide contracted services to these firms. More than 1.3 million accountants and auditors are employed in the United States; only a tiny fraction of this number work in the mutual fund industry. 

Salary Range

$25,000 to $100,000+

Minimum Education Level

Bachelor's Degree

Certification/License

Recommended

Outlook

Much Faster than the Average
Personality Traits

Hands On

Organized

Realistic

Career Ladder
Mutual Fund Executive

Chief Financial Officer

Controller

Chief Accountant/Auditor

Accountant/Auditor