Pyramid Consulting, Inc · 2 weeks ago
Mutual Funds Specialist
Milwaukee, WI
Full-time
Onsite
Entry, Mid Level
$26/hr - $26.50/hr
2+ years expPyramid Consulting, Inc. is a leading player in the Banking Industry, currently seeking a Mutual Funds Specialist for a contract opportunity. The role involves providing superior service within the mutual fund industry, managing shareholder transactions, and ensuring compliance with regulations.
ConsultingInformation TechnologyLegalProfessional ServicesSoftwareStaffing Agency
Responsibilities
Global Fund Services (GFS) offers fund administration, compliance, legal administration, fund accounting, fulfillment, distribution and marketing, custody, securities lending, transfer agent and shareholder services and alternative investment product services
We provide the efficiencies necessary for fund sponsors to deliver economical completive products while we protect their business interests and minimize risks
As a transfer agent within GFS, we act as liaison and provide service to over 200 mutual fund/alternative investment companies and their shareholders
We have a fantastic opportunity for individuals with excellent multi-tasking abilities to provide a superior level of service within the mutual fund industry 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
Analyze moderately complex shareholder transactions to determine proper departmental routing. Review documentation for regulatory compliance and indications of fraudulent activity
Complete shareholder identity verifications when necessary
Prepare and image documents into the electronic document management system
Analyze and process shareholder subsequent investments
Resolve internal and external issues that are sometimes not documented within work instructions and maintain work standards for volume and accuracy
Maintain shareholder purchase transactions as requested
Promptly research and complete records requests received from internal and external clients
Due to the nature of the records for some clients this task may become moderately complex and may deviate from standard work processes
Assist with the receipt, cataloging and preparation for off-site storage of client records and documents. Coordinate retrieval of documents stored off site as needed
Assist with department-wide projects and initiatives
Provide assistance with the converting records and deconverting of records for incoming and departing clients
Mail all correspondence with appropriate enclosures to shareholders, clients, and administrative agencies
Print and enclose forms for letters created through automation and then mail
Review the letters generated by the Correspondence writers that are 'returned mail' to ensure the address is correct, and forward on to the next step in the process
Complete monthly inventory of letterhead and envelope stock used by Correspondence letter writers and Document Distribution Department (DDD)
Participate in a culture of continuous improvement, risk-based thinking, and employee engagement driven by our ISO 9001 certification
Qualification
Required
Key skills; "Funds", "Banking", "Financial Services", "Operations"
Two to four years post high school education or equivalent work experience required
Demonstrated organizational and problem solving abilities
Ability to perform multiple tasks in a dynamic working environment with minimal supervision
Attention to detail required
Excellent reading comprehension skills to effectively interpret shareholder requests
Effective verbal and written communication skills
Ability to lead and motivate others to exceed expectations through the creative use of resources
Excellent knowledge of MS Word
Ability to utilize U.S. Bank Global Fund Services account management and record keeping applications
Benefits
Health insurance (medical, dental, vision)
401(k) plan
Paid sick leave (depending on work location)
Company
Pyramid Consulting, Inc
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.
5001-10000 employees
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)
Funding
Current Stage
Late StageLeadership Team
Ramesh Maturu
President and Co-Founder
Manish Kaushik
Chief Financial Officer
Recent News
2025-08-18
Company data provided by crunchbase