Business Technology Analyst

US Bank; Milwaukee (WI); On-site; USD 75,000 - 90,000; Full time

Job summary

An established industry player is seeking a Transfer Agent Analyst to enhance service delivery within the mutual fund sector. This role involves collaborating with internal and external clients to gather requirements, manage projects, and ensure compliance with operational standards. The ideal candidate will possess strong analytical skills, excellent communication abilities, and a keen attention to detail. This position offers a unique opportunity to thrive in a dynamic environment while contributing to a culture of continuous improvement. Join a team that values your input and fosters professional growth while providing a comprehensive benefits package to support your well-being.

Benefits

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement plan

Paid vacation

Sick and Safe Leave

Adoption assistance

Short-term and long-term disability

Pregnancy disability and parental leave

Up to 11 paid holiday opportunities

Qualifications

• 5+ years of experience with project lead responsibilities.
• Strong analytical and troubleshooting skills required.
• Ability to manage multiple tasks in a dynamic environment.

Responsibilities

• Act as a liaison for mutual fund companies and shareholders.
• Gather requirements and coordinate project plans.
• Ensure compliance with client needs and business lines.

Skills

Analytical Skills

Problem Solving

Communication Skills

Project Management

Customer Support

Attention to Detail

Multitasking

Technical Skills

Flexibility

Education

Bachelor's degree

Equivalent work experience

Tools

Macros

Visual Basic

Job description

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

U.S. Bank 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 companies and their shareholders. We have numerous opportunities for individuals, with excellent multitasking 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.

Involved in all aspects of Transfer Agent Product and Development. Analyze business needs, including scheduling meetings, troubleshooting, problem solving, conferring with business line leaders, documenting, and updating written procedures.

The Analyst will work directly with both internal and external clients as well as third-party customers to obtain requirements necessary for support of the Transfer Agents Products and Services. The Analyst will act as a liaison and will be the primary contact responsible for gathering requirements, coordinating the project plan meetings, engaging the appropriate parties, confirming the results and lead training for other co-workers and peers. The Analyst will lead the primary functions associated with File Transmissions, Sysload, Refresher Files, Mainframe Applications and as well as any System and Application Maintenances. Additionally, the Analyst will work closely with internal business lines to ensure that the products and applications they oversee comply to the needs of our clients, customers, and TA business lines.

Participate in a culture of continuous improvement, risk-based thinking, and employee engagement driven by our ISO 9001 certification.

Basic Qualifications

• Bachelor's degree, or equivalent work experience
• Five or more years of direct experience (with project lead responsibilities), or eight or more years of related experience

Preferred Skills/Experience

• Undergraduate degree or business-related field
• Knowledge of the assigned business function and technical skills in addition to excellent organizational and analytical skills.
• Advanced knowledge of mutual fund industry
• Highly motivated with ability to think outside of normal protocol
• Keen attention to detail coupled with organizational and customer support skills
• Flexible and adaptive to change
• Strong analytical and troubleshooting skills with ability to problem solve
• Proficient in managing projects and performing system analysis
• Ability to support multiple tasks in a dynamic working environment with minimal supervision
• A minimum of 10 years’ experience in Mutual Funds Operations
• Advanced knowledge of all GFS functions as well as a detailed understanding of TA Operations
• High degree of critical thinking skills and analytical abilities
• Ability to grasp details and relate them to larger concepts
• Ability to work effectively with internal and external customers in a fast paced environment
• Excellent PC, written, communication and time management skills
• Proficient with Macros and Visual Basic programming

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $75,820.00 - $89,200.00 - $98,120.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.