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4 fund analyst jobs at 3 companies in Wisconsin

1w
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Fund Administration Analyst
United States or Chicago or Milwaukee or New York City or West Palm Beach
RemoteFull Time
Tidal Financial Group
Tidal Financial Group: Private U.S. ETF investment technology platform helping issuers launch, manage, trade, and grow exchange-traded funds.
Bachelor’s degree preferred in accounting, finance, or related field. Requires Excel formulas, pivot tables, Power BI, data analysis, strong organization, communication, and deadline management; fund administration experience is a plus.
Microsoft Excel, Power BI
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2w
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Custody Operations Analyst - Mutual Fund Processing
Milwaukee, Wisconsin, United States
$76k-$89k/yr HybridFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
3+ YOERequires 3+ years of related experience. Preferred bachelor's degree, custody operations knowledge, analytical and problem-solving skills, deadline management, communication skills, and Microsoft Office proficiency.
Microsoft Office, Microsoft Excel
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2w
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Lead Business Analyst
Milwaukee or Philadelphia or Omaha or Cincinnati or New York City or Clifton Park or Columbus
RemoteFull Time
Ultimus LeverPoint Private Fund Solutions
Ultimus LeverPoint Private Fund Solutions: U.S. independent fund administrator serving advisors and fund managers with fund administration and investment operations.
7+ YOEBachelor’s degree in business, finance, computer science, or related field; 7 years of fund accounting or transfer agency experience in financial services; report creation and data analysis experience.
SQL, Microsoft Excel, BI tools, Microsoft Office Suite, Adobe Acrobat
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2mo
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Distribution and Expense Services Analyst
Milwaukee or Oshkosh
$60k-$71k/yr OnsiteFull Time
U.S. Bank
U.S. BankNew York Stock Exchange: USB: Diversified financial services and banking institution.
1+ YOEBachelor's in accounting/finance or equivalent experience; 1-2 years related experience; knowledge of ETFs/mutual funds and basic accounting; strong analytical, communication, and Excel skills; process-oriented and organized.
Microsoft Excel
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