- US Bank (Oshkosh, WI)
- …to a servicing team who helps support the day-to-day financial and compliance operations of an exchange - traded fund (" ETF "), mutual fund , closed end ... and expense activity trends. + Helping prepare and assist with ETF and other fund client board of directors meeting materials. + Helping prepare financial… more
- US Bank (Milwaukee, WI)
- …Prepares exchange listing documents and coordinates reporting needs for new Exchange Traded Funds ( ETF ), oversees daily production of required ... and answering any operational questions that arise for all ETF clients. Responsible for primary contact with fund...General knowledge of NSCC eligibility requirements, capital markets and exchange listing rules + Understanding of ETF … more