Communications Mutual Fund Associate

Posted 10/24/2023 By Jennifer Keane

International Asset manager is adding to staff!!

job Title: Communications Mutual Funds Associate

Job Description:

Position Overview: As a Communications Mutual Funds Associate, your primary responsibility is to assist in the development, coordination, and execution of communication strategies for mutual funds. This role is crucial in ensuring that investors, shareholders, and other stakeholders are well-informed about the mutual funds' objectives, performance, and updates. You will work closely with the marketing and compliance teams to maintain regulatory compliance while effectively promoting the mutual funds.

Key Responsibilities:

  1. Content Development:
  • Create and update marketing materials, including brochures, fact sheets, prospectuses, and reports for mutual funds.
  • Write and edit content that conveys the fund's investment strategy, performance, and risk factors to a broad audience.
Regulatory Compliance:
  • Ensure that all communication materials adhere to the legal and regulatory requirements set forth by relevant authorities, such as the Securities and Exchange Commission (SEC).
Investor Relations:
  • Respond to inquiries from shareholders and potential investors, providing accurate information about the mutual funds and their performance.
Reporting and Analysis:
  • Prepare regular reports on the performance and assets under management (AUM) of mutual funds for internal and external stakeholders.
  • Conduct market research and competitor analysis to identify trends and opportunities for the mutual funds.
Communication Strategy:
  • Assist in developing and executing communication strategies, including online and offline campaigns, to reach a wide audience and attract potential investors.
Collaborative Work:
  • Collaborate with cross-functional teams, including portfolio managers, compliance officers, and marketing professionals, to ensure consistent messaging and alignment with the fund's objectives.
Event Coordination:
  • Plan and coordinate events, such as webinars, seminars, and conferences, to promote the mutual funds and enhance investor education.
Social Media and Online Presence:
  • Manage and update the mutual funds' online presence, including websites and social media profiles, to engage with investors and provide up-to-date information.


  • Bachelor's degree in finance, marketing, communications, or a related field.
  • Strong understanding of mutual funds, financial markets, and investment concepts.
  • Excellent written and verbal communication skills.
  • Knowledge of regulatory compliance in the financial industry.
  • Proficiency in MS Office suite and financial software.
  • Attention to detail and strong organizational skills.
  • Ability to work independently and as part of a team.
  • Strong analytical and research skills.
  • A passion for staying up-to-date with financial market trends and industry developments.

The role of a Communications Mutual Funds Associate is pivotal in ensuring that mutual funds effectively communicate with their investors and stakeholders. By developing informative and compliant materials, coordinating communication strategies, and managing online presence, you play a key role in maintaining and growing the fund's investor base.

We offer a competitive compensation package targeting 75-95k plus excellent benefits, 401k, additional profit program and tuition assistance program, (we pay a portion of your loan back for you) also, did we mention a hybrid schedule?

Want more information?

Complete the form below and Jennifer will follow up with you to discuss this position, or you can call her at 508-732-9262.

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