Loan and Portfolio Management - Mutual Funds Specialist

Company:  Pyramid Consulting, Inc
Location: Milwaukee
Closing Date: 22/10/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description

Immediate need for a talented Loan and Portfolio Management - Mutual Funds Specialist. This is a 07+months contract opportunity with long-term potential and is located in Milwaukee, Wisconsin (Hybrid). Please review the job description below and contact me ASAP if you are interested.


Job ID:24-44669

Pay Range: $25 - $27/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

Key Requirements and Technology Experience:


  • Key Skills:Strong Time Management,Multi-tasking,Organizational Abilities and Customer Service experience .
  • Strong Time Management/Multi-tasking/Organizational Abilities .
  • Customer Service experience.
  • Previous experience/knowledge related to Financial Investment.
  • Computer Skills: Microsoft Word/Excel/Outlook/Teams/Edge (2-3 years minimum – entry level experience).
  • Adobe PDF (entry-intermediate level experience).
  • TA2000 software .
  • AWD (Imaging Program).


Our client is a leading Banking Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.


Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, colour, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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