Mutual Fund Jobs in Milwaukee
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Search Results - Mutual Fund Jobs in Milwaukee
SynergisMilwaukee
Title: Mutual Funds Specialist
Location: Milwaukee, WI
Duration: 04 months (possible extension)
Job description:
Mutual Funds Specialist
Join a dynamic team as a Mutual Funds Specialist and play a vital role in managing client investments...
BairdMilwaukee
for communicating with various Mutual Fund Companies, Banks, Brokerage Firms, Transfer Agents and VendorsReviews paperwork received for proper documentation and correct signatures required to process requestMonitors account status closely to detect and correct...
AkkodisMilwaukee
Akkodis is seeking a Mutual Funds Specialist in Milwaukee, WI 53202 for a 6-months contract (Potential extension and conversion based on Performance/business need) opportunity with one of our major clients.
Pay Range: $30/hour - $31.10/hour...
US BankMilwaukee
Overview
In this role, you lead a team ensuring funds comply with regulatory demands, prospectus limits, and internal policies. You’ll oversee ongoing compliance testing, reporting, and issue resolution for mutual funds, ETFs, and other registered...
Russell TobinMilwaukee
Job Title: Mutual Funds Transfer Agent / Financial Services Representative
Location: Milwaukee, WI
Pay Rate: $26–$31/hour on W2
Duration: Approximately 2 months initially, with FTE conversion expected
Schedule: Multiple shifts available
Work...
BairdMilwaukee
and the role of cross-functional teams in trading excellence.
Responsibilities
• Shadow experienced sales and trading professionals in a structured team environment
• Gain exposure to research products marketed to investment management, mutual fund, pension...
Russell TobinMilwaukee
Mutual Fund Specialist
Milwaukee, WI
hourly pay : $25- $31/hr
About the Role
Process a variety of complex client/shareholder mutual fund transactions, including new account setups, purchases, redemptions, exchanges, and account maintenance...
BairdMilwaukee
transfer workflows within a culture focused on client service and compliance.
Responsibilities
• Review transfer paperwork for completeness and signatures
• Coordinate with Mutual Fund Companies, Banks, Brokerage Firms, Transfer Agents, and Vendors...
Pyramid Consulting, IncMilwaukee
degree in business or related field, or equivalent work experience required.
• knowledge and understanding of products and services applicable to Mutual Funds.
• Effective verbal and written communication skills.
• Attention to detail required. Preferred...
RandstadMilwaukeerandstadusa.com
Analytical Thinking
• Mutual Fund Accounting
• Banking Operations (2 years of experience is required)
• financial operations (2 years of experience is required)
Qualifications
• Years of experience: 0 years
• Experience level: Experienced
Randstad...
Fidelity InvestmentsMilwaukee
of financial markets, investment products, securities trading, and industry regulations. Experience supporting trading activities involving equities, options, mutual funds, fixed income securities, margin, and other investment products.
Strong communication...
Northwestern MutualMilwaukee
Bachelor’s degree
• Knowledge of markets, investments, economics, and financial tools (e.g., Bloomberg, Morningstar Direct, eVestment, Excel)
• Strong understanding of current investment industry trends
• Experience researching or recommending mutual funds...
RandstadMilwaukeerandstadusa.com
maintenance requests, and provide insight on account setups, trade activity, and fund performance. Working at the intersection of client service and risk mitigation, you will drive operational accuracy while contributing to a workplace culture focused...
DexianMilwaukee
Job Title : Finance Intern
Work Location: Milwaukee WI 53202
Duration: 6+ months
Payrate $23- $25 per hour
Job Description:
• Looking for recent graduates.
• We act as liaison and provide service to over 200 mutual fund/alternative investment...
BMO FinancialMilwaukee
in the best interest of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement savings plans, and other...
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