Analyst, Operations - Mutual Funds jobs in United States
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Axos Bank · 1 month ago

Analyst, Operations - Mutual Funds

Axos Bank is a digital-first financial institution that provides tools and services for managing money. They are seeking an Analyst responsible for supporting operational teams and assisting clients with daily workloads, including tasks related to New Accounts, Income Processing, and Mutual Fund Trading.

Banking
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H1B Sponsor Likelynote

Responsibilities

Review, amend and finalize various documents
Subject Matter expert in your team's discipline
Provide training to new and existing staff, including departmental overviews for other teams
Take initiative to participate in and manage special projects and assignments that align to departmental and firm goals

Qualification

Financial services experienceMutual funds knowledgeOperational support skillsTraining abilitiesDocument review skills

Required

HS Diploma
3+ years' experience in the financial services industry or related industry

Preferred

Experience in mutual funds preferred

Benefits

Medical, Dental, Vision, and Life Insurance
Paid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 a year)
HSA or FSA account and other voluntary benefits
401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan
Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading

Company

Axos Bank

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Axos Bank is an online bank that assists consumers and businesses in managing their finances.

H1B Sponsorship

Axos Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (24)
2024 (27)
2023 (25)
2022 (14)
2021 (2)

Funding

Current Stage
Late Stage

Leadership Team

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Raymond Matsumoto
Executive Vice President - Chief Operating Officer
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Company data provided by crunchbase