Quality Analyst

Date Posted: 10/14/2025

Hiring Organization: Rose International

Position Number: 489972

Industry: Financial Services

Job Title: Quality Analyst

Job Location: Milwaukee, WI, USA, 53202

Work Model: Hybrid

Work Model Details: 2-3 days per week in office

Shift: Monday-Friday normal business hours

Employment Type: Temp to Hire

FT/PT: Full-Time

Estimated Duration (In months): 7

Min Hourly Rate ($): 24.00

Max Hourly Rate ($): 24.00

Must Have Skills/Attributes: Banking/Financial, Investments, Quality Assurance

Experience Desired: Detail-oriented, communication and collaboration, critical thinking/problem-solving skills (1 yrs); Quality analysis experience (1 yrs)

Required Minimum Education: High School Diploma or equivalent

Preferred Education: Bachelor’s Degree

**C2C is not available**

Job Description

CLIENT JOB ID: 10196

Required Education:

• HS Diploma or GED

Preferred Education:

• Undergraduate degree in business or related field, or equivalent work experience required

Required Skills:

• Detail-oriented, communication and collaboration, critical thinking/problem-solving skills

• Good knowledge and understanding of products and services applicable to Mutual Funds.

Preferred Skills/Experience:

• 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.

This team 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.

Responsibilities:

• 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 the 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.

**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.