Date Posted: 11/03/2026
Hiring Organization: Rose International
Position Number: 510252
Industry: Financial Services
Job Title: Mutual Fund Operations Quality Analyst
Job Location: Milwaukee, WI, USA, 53202
Work Model: Onsite
Shift: 8:30 am - 5:30 pm CST
Employment Type: Temp to Hire
FT/PT: Full-Time
Estimated Duration (In months): 6
Min Hourly Rate($): 24.75
Max Hourly Rate($): 24.75
Must Have Skills/Attributes: Computer Literacy, Document Review, Microsoft Office, Quality Analyst
Experience Desired:
Quality analysis and measurement activities (1+ yrs),
Products and services applicable to Mutual Funds (1+ yrs),
Mutual Fund operations (1 yrs)
Required Minimum Education: Associate’s Degree
Preferred Education: Bachelor’s Degree
**C2C is not available**
Job Description
Required Education:
• Undergraduate degree in business or a related field, or equivalent work experience required.
Required Qualifications:
• Good knowledge and understanding of products and services applicable to Mutual Funds.
• Effective verbal and written communication skills.
• Attention to detail required.
Preferred Qualifications:
• One to two years of experience in 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.
• Basic knowledge and understanding of the products and services applicable to the assigned area
• Basic knowledge of the productivity and accuracy standards of the assigned area
• Effective verbal and written communication skills
Monitors and evaluates the quality of work as measured against timeliness, accuracy and productivity standards. Documents quality issues, performance measures and quality improvements for management review. Provides information to assist in giving feedback to employees and in the training of employees. Ensures proper application of and compliance with internal and regulatory standards, guidelines and procedures.
Responsibilities:
• Client 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 products and services necessary for fund sponsors to focus on investing while we protect their business interests and minimize risks.
• As Transfer Agent, we act as liaison and provide service to over 200 mutual fund/alternative investment companies and their shareholders
• 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
• Participate in a culture of continuous improvement, risk-based thinking, and employee engagement driven by our ISO 9001 certification. - **Only those lawfully authorized to work in the designated country associated with the position will be considered.**
- **Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.**
Benefits:
For information and details on employment benefits offered with this position, please visit here. Should you have any questions/concerns, please contact our HR Department via our secure website.
California Pay Equity:
For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.
Rose International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender (expression or identity), national origin, arrest and conviction records, disability, veteran status or any other characteristic protected by law. Positions located in San Francisco and Los Angeles, California will be administered in accordance with their respective Fair Chance Ordinances.
If you need assistance in completing this application, or during any phase of the application, interview, hiring, or employment process, whether due to a disability or otherwise, please contact our HR Department.
Rose International has an official agreement (ID #132522), effective June 30, 2008, with the U.S. Department of Homeland Security, U.S. Citizenship and Immigration Services, Employment Verification Program (E-Verify). (Posting required by OCGA 13/10-91.).
I am very happy with the Rose International, and the professionalism of the employees.
Robin, Consultant
My on-boarding with Rose was outstanding. The packets of information, the process, and great attention to detail each person gave me allowed me to get started quickly.I appreciated each person's friendly and helpful attitude.
Diana, Consultant
The interactions that I have had with your representatives have always been prompt and very professional. I am very pleased and impressed with your company and services.
Sioe, Consultant
Thanks for the opportunity. If in the future I ever need a job, I would like to work for Rose International.
David, Consultant
Rose is an assembly of people grounded in honesty, truth and dignity for all of its employees and contractors.
Samba, Consultant
EMPLOYEE COMMENTS