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Pyramid Consulting, Inc · 4 months ago

Mutual Funds Quality Analyst

Milwaukee, WI

Full-time

Hybrid

Entry Level

$24/hr - $26/hr

1+ years exp

Pyramid Consulting, Inc. is seeking a Mutual Funds Quality Analyst for a contract opportunity in Milwaukee, WI. The role involves monitoring and evaluating the quality of work, documenting quality issues, and ensuring compliance with internal and regulatory standards while providing superior service to clients.

ConsultingInformation TechnologyLegalProfessional ServicesSoftwareStaffing Agency

Growth Opportunities

H1B Sponsor Likely

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

Qualification

Mutual Fund operationsQuality controlISO 9001 certificationMicrosoft OfficeMultitaskingAttention to detailEffective communication

Required

Mutual Fund operations / transactions / quality control

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

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

Benefits

Health insurance (medical, dental, vision)

401(k) plan

Paid sick leave (depending on work location)

Company

Pyramid Consulting, Inc

Glassdoor4.2

Pyramid Consulting, a global leader in workforce and technology solutions, empowers individuals and organizations to transform and thrive in the most challenging and competitive markets.

Founded in 1996

Alpharetta, Georgia, USA

5001-10000 employees

https://pyramidci.com/

H1B Sponsorship

Pyramid Consulting, Inc 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 (178)

2024 (112)

2023 (95)

2022 (62)

2021 (50)

2020 (117)