Mutual Funds Quality Analyst

Mutual Funds Quality Analyst

Immediate need for a talented Mutual Funds Quality Analyst. This is a 06+ Months Contract opportunity with long-term potential and is located in Milwaukee Wisconsin (Hybrid). Please review the job description below and contact me ASAP if you are interested.

Job ID:25-81964 Pay Range: $24 - $26/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

Key Responsibilities:

• We have numerous opportunities for individuals, with excellent multitasking abilities to provide a superior level of service to our growing group of high profile clients and their shareholders.
• Efficient and detail-oriented individuals will be able to showcase their talents and develop long lasting relationships through excellent verbal, and written communications.
• Monitors and evaluates the quality of work as measured against timeliness, accuracy and productivity standards.
• Document quality issues, performance measures and quality improvements for management review.
• Provide information to assist in training and giving feedback to employees.
• Ensure proper application of and compliance with internal and regulatory standards, guidelines and procedures.
• Independently analyzes complex cases requiring high level analysis and expertise. Work is moderately complex and may fall outside established procedures.
• Verify all processing of shareholder transactions, both financial and non-financial, for accuracy and completeness.
• Analyze new account set ups and maintenance.
• Additional responsibilities can include: review of shareholder correspondence for content, clarity, grammar and typographical errors and/or review of Contact Center transactions for caller verification.
• Communicate any transaction or reference discrepancies to appropriate parties.
• Resolve all quality control issues and maintain group work standards for volume and accuracy.

Key Requirements and Technology Experience:

• Skills- Mutual Fund operations / transactions / quality control.
• Participate in a culture of continuous improvement, risk-based thinking, and employee engagement driven by our ISO 9001 certification.
• Undergraduate degree in business or related field, or equivalent work experience required.
• Good knowledge and understanding of products and services applicable to Mutual Funds.
• Effective verbal and written communication skills.
• Attention to detail required. Preferred Skills/Experience.
• One to two years of experience in the quality analysis and measurement activities or in Mutual Fund operations.
• Good knowledge of the productivity and accuracy standards of Mutual Fund operations.
• Proficient computer skills, especially Microsoft Office applications.
• Ability to perform multiple tasks in a dynamic working environment with minimal supervision.

Our client is a leading Banking Industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration. Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here.