Investment Operations - Madison, WI

This role is responsible for supporting the day-to-day operations of wealth advisory investments and billing/reporting processes. This role ensures the accuracy and quality of information in client-facing reports and dashboards, and provides high-quality service for clients. · In ...

This role supports the day-to-day operations of wealth advisory investments and billing/reporting processes. Ensures accuracy and quality of client-facing reports and dashboards.Supports operational needs of Wealth Advisors regarding the investment platform. · Set up new client a ...

+This role is responsible for supporting the day-to-day operations of wealth advisory investments and billing/reporting processes. · +Support operational needs of Wealth Advisors regarding the investment platform. · Assist in billing processes, reconciliation, and ensuring accura ...

Job description · Overview · A leading global investment organization managing over $160B in assets is seeking an Investment Systems Engineer to support its front and middle-office technology systems across public and private markets. This senior role is responsible for designing ...

We are seeking an experienced Investment Business Systems Engineer to join our client's Technology Team, which supports, implements and develops industry-leading systems and platforms to handle a diverse and complex set of investment portfolios and strategies. · The team strives ...

Job Title: Investment Business Systems Engineer · Primary Location: Hybrid – Madison, WI · Position Type: Direct Hire · Overview · TalentFish is casting a line for an Investment Business Systems Engineer with our premier client This is a full-time hybrid role in Madison, Wisconsi ...

+Job summary · The Investment Business Systems Engineer will join our client's Technology Team to support front and middle office functionality for both public and private markets. · +QualificationsBachelor's Degree required (Information Systems, Computer Science or Finance prefe ...

· OUR AGENCY · Making a Difference · SWIB is a trusted and skilled global investment organization managing the assets of the Wisconsin Retirement System (WRS) and other separately managed funds. With over $165.6 billion in total assets under management, SWIB has been recognized ...

The State of Wisconsin Investment Board (SWIB) is a premier global investment organization responsible for managing the assets of the Wisconsin Retirement System (WRS). The WRS consistently ranks among the 10 largest public pension funds in the U.S. · Trade execution across vario ...

+Job summary · Billing & Reporting Associate supports the coordination of activity with fund companies and internal stakeholders to ensure the day-to-day operation of wealth advisory investments goes smoothly.+Work with Investment Operations Director and Billing & Reporting Direc ...

The Business Systems Engineer will lead day-to-day technical work for business systems architecture supporting front and middle office functions across public and private markets. · Work with technology owners, business owners, and operations to research and implement new solutio ...

+ Job summary · CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people and our communities through industry-focused wealth advisory digital audit tax consulting and outsourcing services. · +Responsib ...

This role is responsible for the day-to-day trading operation of the Wealth service line. They are also responsible for supporting the long term vision of the firm, including Seamless Integration. · Use of Tamarac Rebalancer/CRM · Assist Advisors in reviewing for tax purposes, ca ...

SWIB is seeking a Data Science intern to work on the Data Science team. · ...

+ Business Analyst h2 bJob summary/b br A well-established investment fund managing over 100 billion in AUM seeks a Business Analyst to support architecture projects supporting front and middle-office functionality for public/private markets. This person will build/maintain proce ...

Job Title: Senior Project Manager · Primary Location: Madison, Wisconsin - Hybrid · Position Type: Full-Time / Direct Hire · Overview · TalentFish is casting a line for a Senior Project Manager. This is a full-time role based in Wisconsin within a hybrid work environment with our ...

Sophisticated Work. In a Great City. Making a Difference. · The State of Wisconsin Investment Board (SWIB) manages more than $162 billion in assets, including those of the fully-funded Wisconsin Retirement System (WRS). SWIB operates at a level more often seen in top-tier global ...

We are looking for a Client Service Associate to join our Private Client Group. This individual will support the firm's client service efforts within our Private Client Group. · Administer client account activity including onboarding new client accounts. · Resolve issues and resp ...

This is a direct hire role that is hybrid in Madison, WI. This exciting opportunity to join our client's Data Services & Engineering Team in their efforts of supporting, implementing & developing industry-leading systems, · Enable data-driven decision-making through innovative an ...

+Responsible for advertising sales department proposals, tracking and reporting all weekly and end of month numbers, projections, updating inventory reports and answering incoming calls as a company representative. · Distributes all sales related information.Creates outgoing prop ...