Mutual Fund Analyst

Russell Tobin; Milwaukee (WI); Hybrid; USD 27,552 - 33,062; Full time

Benefits offered by this job

Comprehensive healthcare coverage

401(k)-retirement savings

Life & disability insurance

Employee discounts

Job summary

A leading financial services provider is seeking a Quality Analyst to support mutual fund operations. This hybrid position involves transaction reviews and ensuring accuracy in client communications. The ideal candidate has 1-2 years of experience in quality assurance and excellent attention to detail. The role offers opportunities for growth and conversion to a full-time position.

Qualifications

• 1–2 years of experience in quality assurance or mutual fund operations.
• Strong understanding of mutual fund products and services.
• Excellent attention to detail and focus on accuracy and productivity.
• Strong written and verbal communication skills.
• Ability to multi-task and manage workload in a fast-paced environment.

Responsibilities

• Verify the processing of shareholder transactions.
• Analyze and review written shareholder requests.
• Audit and verify call center interactions.
• Identify and flag discrepancies to maintain quality.

Skills

Quality Assurance

Attention to detail

Communication skills

Microsoft Office proficiency

Multi-tasking

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Overview

Base pay range: $20.00/hr - $24.00/hr

Job Title: Quality Analyst – Mutual Fund Operations

Schedule: Monday to Friday, 8:30 AM – 5:30 PM (1-hour lunch break)

Work Model: Hybrid – Onsite during training, then 2–3 days onsite per week

Start: ASAP

About the Role

We are hiring a Quality Analyst to support operations for a leading financial services provider offering services to mutual fund companies. This is a contract-to-permanent opportunity ideal for someone detail-oriented, organized, and eager to grow within a fast-paced, collaborative environment.

Key Responsibilities

• Transaction Review: Verify the processing of shareholder transactions (both financial and non-financial)


• Written Review: Analyze and review written shareholder requests and ensure accuracy in response and documentation


• Telephone Review: Audit and verify call center interactions, ensuring caller details and request accuracy are properly captured


• Quality Assurance: Identify and flag discrepancies, maintain quality and productivity standards, and contribute to continuous improvement

Training & Support

• Assigned mentors available to answer questions and support onboarding

Required Qualifications

• 1–2 years of experience in quality assurance or mutual fund operations


• Strong understanding of mutual fund products and services


• Excellent attention to detail and focus on accuracy and productivity


• Proficient in Microsoft Office applications (Word, Excel, Outlook)


• Strong written and verbal communication skills


• Ability to multi-task and manage workload in a fast-paced environment

Why Apply?

• Opportunity to convert to a full-time permanent role


• Gain experience in the financial services and mutual fund sector


• Supportive training environment with mentoring


• Collaborative, hybrid work model

Benefits

Benefits that Russell Tobin offers: Russell Tobin offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors.

Employment details

• Seniority level: Associate


• Employment type: Contract


• Job function: Quality Assurance and Finance


• Industries: Banking, Investment Banking, and Financial Services