Mutual Fund Technician
The mutual fund technician carries out different jobs related to investment funds.
Level of education
- DEC in insurance
Salary
- Between $ 44,461 and $ 55,074 depending on experience
Domain
Personality
- Complex and statistical calculations
- Good judgment
- Comfortable with numbers
- Analyzing, deducing and understanding
- Classifying and producing reports
Description of Tasks
Plans and implements a new fund, merges and closes a fund. Performs quality control of daily transactions, detects anomalies and makes the necessary corrections.
Develops the schedule and issues quarterly statements.
Studies and transmits requests from clients and advisers to fund houses within the required deadlines, in accordance with the standards and procedures in force, while ensuring compliance with investment fund regulations in accordance with requirements of the financial markets authority.
Contact fund houses for special cases.
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