Mutual Fund Specialist Jobs

This position will be posted for a minimum of five calendar days internally. All internal applicants are required to inform your current supervisor/manager prior to applying. Internal applicants are required to be in "good standing" in your current role, which is defined as a performance rating of “met all objectives” or higher. You cannot be on a current performance improvement plan or written warning for any reason and must have been in your current role for a minimum of 6 months, unless otherwise approved for an early transfer by your current leader and the People Department.

• Lead the preparation and delivery of reporting materials for Fund Boards, committees, senior management, and other key stakeholders.
• Serve as a primary reviewer of reports and supporting data to ensure accuracy, completeness, timeliness, and compliance with established procedures and controls.
• Partner with internal and external stakeholders to resolve complex reporting, data, and process issues and drive continuous improvement.
• Lead and support internal committee meetings, including agenda development, materials preparation, and follow-up activities.
• Analyze reporting requirements and stakeholder feedback to recommend and implement report enhancements.
• Maintain, update, and improve reporting templates, processes, and documentation.
• Develop and maintain policies and procedures related to reporting activities.
• Identify and support automation and process improvement opportunities to increase efficiency, strengthen controls, and improve report quality.
• Conduct ad hoc reporting, research, and analysis to support business initiatives and stakeholder requests.
Perform other duties and special projects as assigned

• Hybrid working and reasonable accommodations
• Generous Holiday policies
• Excellent Health and Wellbeing benefits including corporate membership to Wellhub
• Paid volunteer time to step away from your desk and into the community
• Support to grow through professional development courses, tuition/qualification reimbursement and more
• Maternal/paternal leave benefits and family services
• Unique employee events and programs including a 14er challenge
• Complimentary beverages, snacks and all employee Happy Hours

• Strong understanding of mutual fund and ETF structures, operations, performance measures, and asset management operations.
• Demonstrated experience producing, reviewing, and validating complex reports and data-driven deliverables for board, committee, executive, or regulatory reporting.
• Strong analytical and problem-solving skills, with the ability to interpret large volumes of information, identify key insights, and recommend solutions.
• Exceptional attention to detail, with a proven ability to identify inconsistencies, validate data, and ensure high-quality deliverables.
• Strong organizational and project management skills, with the ability to prioritize competing deadlines in a fast-paced environment.
• Effective written and verbal communication skills, including the ability to present information clearly to a variety of stakeholders.
• Ability to build and maintain collaborative relationships with internal teams, external service providers, and business partners.
• Self-motivated and proactive, with a high degree of ownership, accountability, and sound judgment.
• Ability to work independently while contributing effectively in a team environment.
• Experience identifying and implementing process improvements and automation opportunities.
• Advanced proficiency in Microsoft Excel, Microsoft Word, Adobe Acrobat.
• Bachelor's degree in Finance, Accounting, Business, Economics, or a related field, or equivalent combination of education and relevant work experience.

• Experience with data automation, workflow tools, or business intelligence/reporting platforms, such as Alteryx, Power BI, and Microsoft Copilot.

• No

• Mentoring
• Leadership development programs
• Regular training
• Career development services
• Continuing education courses

Annual Bonus Opportunity: Position may be eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance.

Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits.

Recruiter: Morgan Magness

People Business Partner: Tanya Temchenko

Hiring Manager: Kimberly Buono

Janus Henderson Investors is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee’s job functions (as determined by Janus Henderson at its sole discretion).

You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants’ past political contributions or activity may impact applicants’ eligibility for this position.

You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.