Mutual Fund Administration Project Manager

at  US Bank National Association

Milwaukee, WI 53202, USA -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate13 Nov, 2024USD 95285 Annual15 Aug, 2024N/ACommunication Skills,Mutual Funds,Analytical Skills,Fund Administration,Leadership Skills,Finance,ExceptionsNoNo
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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

Participates in the identification, design, development and implementation of assigned projects. Assigned projects may be general or systems related in nature. Interfaces with internal and external resources to ensure successful and timely completion in accordance with user needs. Participates in training users and evaluating the project. Manages performance of the project team and evaluates overall team performance.

Basic Qualifications

  • Bachelor’s degree in accounting, finance or related field
  • CPA certified or candidate
  • Eight or more years of experience in Mutual Fund Administration or related field, i.e., public accounting

Preferred Skills/Experience

  • Thorough knowledge of operational issues involving Mutual Funds
  • Advanced knowledge and understanding of legal, regulatory and accounting principles which directly affect the mutual fund industry and their clients
  • Ability to successfully coordinate and follow through on short/long-term projects
  • Demonstrated management and leadership skills
  • Strong organizational and analytical skills
  • Advanced knowledge of project management
  • Ability to identify and resolve exceptions and analyze data
  • Excellent verbal and written communication skills
  • Proven relationship building skills

The role offers a hybrid/flexible schedule, which means there’s an in-office expectation of three or more days per week and the flexibility to work outside the office location for the other days.
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.

Responsibilities:

  • 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 la


REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Finance

Graduate

Accounting finance or related field

Proficient

1

Milwaukee, WI 53202, USA