Mutual Fund Jobs in Wisconsin
1 - 15 of 22
Search Results - Mutual Fund Jobs in Wisconsin
Synergis-Milwaukee
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...
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US Bank-Milwaukee
Overview
In this role you will act as a trusted advisor for USBFS clients in the mutual fund space, helping them optimize services and grow assets. You will collaborate with cross-functional teams to assess the client environment, propose...
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Akkodis-Milwaukee
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...
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Baird-Milwaukee
environmentBe exposed to a broad array of research products which are marketed to the investment management, mutual fund, pension fund and hedge fund communityBecome educated on the function of U.S. equity markets, along with the intricacies of Baird’s sales...
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Russell Tobin-Milwaukee
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...
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Baird-Milwaukee
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...
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US Bank-Oshkosh (WI)
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...
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4 similar jobs: Milwaukee, Quincy, Boston, Cambridge
Cohen & Company-Milwaukee
passion for service and expertise in accounting can make a meaningful impact, we want to hear from you!Commitments : Audit engagements for financial industry clients, specifically mutual funds, exchange-traded funds, close-end funds, and collective...
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5 similar jobs: New York, Akron, Cleveland, Youngstown, Chicago
Northwestern Mutual-Milwaukee
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...
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Russell Tobin-Milwaukee
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...
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BetaNXT-Brookfield (WI)
firms providing alternative investments to broker-dealers, custodians, or wealth managers. Candidates with experience in mutual funds are also encouraged to apply.Extensive knowledge of retail alternative investment products, operations, and distribution...
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1 similar job: Cary
Pyramid Consulting, Inc-Milwaukee
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...
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Fidelity Investments-Brookfield (WI)
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...
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Baird-Milwaukee
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...
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Baird-Milwaukee
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...
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