Date Posted: 07/10/2026
Hiring Organization: Rose International
Position Number: 503967
Industry: Financial Services
Job Title: Financial Quality Analyst - Mutual Fund Operations
Job Location: Milwaukee, WI, USA, 53202
Work Model: Onsite
Shift: Mon - Fri
Employment Type: Temp to Hire
FT/PT: Full-Time
Estimated Duration (In months): 6
Min Hourly Rate($): 22.00
Max Hourly Rate($): 24.50
Must Have Skills/Attributes: Banking/Financial, Financial Analysis, Quality Analyst
Experience Desired: Previous experience in the financial industry (1+ yrs); Good knowledge of Mutual Fund products and services (1+ yrs)
Required Minimum Education: High School Diploma or equivalent
Preferred Education: Bachelor’s Degree
**C2C is not available**
Job Description
NOTE:
Parking: There is parking available, but there would be a cost
Interview process: In person interviews are preferred.
Training will require to be onsite, possible hybrid after training
No OT available, Workers are only allowed to work a maximum of 40 hours. Possibility of temp to perm if they are a good fit
Required Education:
• High School Diploma or Equivalent
Desired Education:
• Undergraduate degree in business or related field, or equivalent work experience required
Required Skills
• Detail oriented, able to work as part of a team, coachable, will to do what is asked, will ask questions if doesn't understand something.
• Communication and collaboration skills
• Critical thinking and problem solving skills
• Effective verbal and written communication skills
• Attention to detail required
Desired Skills
• Financial industry experience
• Personable, willing to learn, can work independently or in a team setting, flexible and patient
• One to two years of experience in quality analysis and measurement activities or in Mutual Fund operations
• Good knowledge of Mutual Fund products and services
• Proficient computer skills, especially Microsoft Office applications
• Ability to perform multiple tasks in a dynamic working environment with minimal supervision
Job Duties
• 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
• Verify all processing of shareholder transactions, both financial and non-financial, for accuracy and completeness
• Analyze new account set ups and maintenance
• Review shareholder correspondence for content, clarity, grammar and typographical errors
• Review 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 and risk-based thinking
Typical Day
• Review and audit financial transactions and account activities
• Analyze account setups and maintenance requests
• Evaluate documentation for accuracy and compliance
• Collaborate with team members to address discrepancies
• Provide feedback and support training initiatives
• Maintain quality and productivity standards - **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.).
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
Rose is an assembly of people grounded in honesty, truth and dignity for all of its employees and contractors.
Samba, Consultant
I believe the best thing that Rose HR has going for it is the incredible responsiveness. Everyone is very quick to reply to any concerns, and contacts the contracted employees very quickly and efficiently.
Kevin, Consultant
Each time I contacted Rose, I was completely satisfied with the great attention and customer service I received. Each person was extremely knowledgeable and patient with my concerns or questions.
Diana, Consultant
I had a very positive experience working for Rose. The entire process is very efficient and easy.
Joanne, Consultant
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