Quality Analyst

Job Title: Quality Analyst
Location: Milwaukee, WI 53202
Onsite 5 days a week for training. Hybrid afterwards could be potential depending on key factors.
Parking: There is parking available, but there would be a cost
Interview process: In person interviews are preferred.
Training will require them to be onsite more.
Duration: 6 months on contract with possible extension

No OT available, Contractors are only allowed to work a maximum of 40 hours. Possibility of temp to perm if they are a good fit, but no guarantees.
Must have Skills: Detail oriented, communication and collaboration, critical thinking/problem solving skills
Preferred skills/education: Undergraduate degree in business or related field, or equivalent work experience required.

Must have Skills: Detail oriented, communication and collaboration, critical thinking/problem solving skills

Preferred skills/education: Undergraduate degree in business or related field, or equivalent work experience required.

Role Overview:

• 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.

• 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.

• Undergraduate degree in business or related field, or equivalent work experience required.
• Good knowledge and understanding of products and services applicable to Mutual Funds.
• Effective verbal and written communication skills.
• Attention to detail required.

• One to two years of experience in the 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.