Artisan Partners
Investor Services & Operations Associate
Artisan Partners, Milwaukee, Wisconsin, United States, 53244
Investor Services & Operations Associate
Join to apply for the
Investor Services & Operations Associate
role at
Artisan Partners Investor Services & Operations Associate
Join to apply for the
Investor Services & Operations Associate
role at
Artisan Partners Get AI-powered advice on this job and more exclusive features. The position provides operational support to internal and external business partners. As an Investor Services/Operations Associate, responsibilities include a number of operational functions associated with shareholders and investors of the pooled vehicles offered by the firm.
Responsibilities
The candidate is expected to:
Provide support to internal sales channels assisting with investors’ onboarding events, transitions and terminations Assist with oversight of external service providers, primarily the third-party fund administrator Interact with the funds’ administrators and platforms related to investor transactions, error resolution and account inquiries Develop and maintain a working knowledge of the vehicle’s policies and procedures Interact with legal and compliance on industry regulatory matters Assist with cash flow management and ensure timely and accurate flow of information between all parties involved
Qualifications
The successful candidate will possess strong analytical skills and attention to detail. Additionally, the ideal candidate will possess:
Undergraduate degree in finance or related field Minimum of 5-7 years of experience in the financial services industry; transfer agency or administrator experience preferred Knowledge and understanding of alternative investment products preferred Strong analytical and problem solving skills Self-starter with the ability to multi-task in a fast-paced environment and demonstrated ability to prioritize daily and monthly work Strong interpersonal and communication skills Ability to work effectively with external vendors and internal business partners Proficiency in Microsoft Office applications, strong Excel skills preferred
Privacy Notice for California Applicants
Artisan Partners Limited Partnership is an equal opportunity employer. Artisan Partners does not discriminate on the basis of race, religion, color, national origin, gender, age, disability, marital status, sexual orientation or any other characteristic protected under applicable law. All employment decisions are made on the basis of qualifications, merit and business need.
/span>
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function General Business, Management, and Business Development Referrals increase your chances of interviewing at Artisan Partners by 2x Sign in to set job alerts for “Investor” roles.
Investment Associate - Private Debt & Equity
Investment Analyst - Private Debt & Equity
J.P. Morgan Wealth Management – Private Client Advisor - Greater Milwaukee and Kenosha, WI
Investment Analyst Intern - Private Debt & Equity, Summer 2026
Senior Associate, Private Equity Fund Services
Brookfield, WI $180,000.00 - $200,000.00 2 days ago Brookfield, WI $180,000.00 - $200,000.00 3 days ago Milwaukee, WI $90,000.00 - $120,000.00 1 month ago Brookfield, WI $85,000.00 - $100,000.00 2 weeks ago Investment Banking, Energy Tax Credit Investments Manager
Financial Services Representative - Milwaukee, WI
Milwaukee, WI $55,000.00 - $75,000.00 2 weeks ago Outsourced Controller - Real Estate Industry Clients
Tax Senior - State Income & Franchise, Multistate
Brown Deer, WI $122,830 - $206,360 2 weeks ago Tax Manager, State Income and Franchise - Multistate
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Join to apply for the
Investor Services & Operations Associate
role at
Artisan Partners Investor Services & Operations Associate
Join to apply for the
Investor Services & Operations Associate
role at
Artisan Partners Get AI-powered advice on this job and more exclusive features. The position provides operational support to internal and external business partners. As an Investor Services/Operations Associate, responsibilities include a number of operational functions associated with shareholders and investors of the pooled vehicles offered by the firm.
Responsibilities
The candidate is expected to:
Provide support to internal sales channels assisting with investors’ onboarding events, transitions and terminations Assist with oversight of external service providers, primarily the third-party fund administrator Interact with the funds’ administrators and platforms related to investor transactions, error resolution and account inquiries Develop and maintain a working knowledge of the vehicle’s policies and procedures Interact with legal and compliance on industry regulatory matters Assist with cash flow management and ensure timely and accurate flow of information between all parties involved
Qualifications
The successful candidate will possess strong analytical skills and attention to detail. Additionally, the ideal candidate will possess:
Undergraduate degree in finance or related field Minimum of 5-7 years of experience in the financial services industry; transfer agency or administrator experience preferred Knowledge and understanding of alternative investment products preferred Strong analytical and problem solving skills Self-starter with the ability to multi-task in a fast-paced environment and demonstrated ability to prioritize daily and monthly work Strong interpersonal and communication skills Ability to work effectively with external vendors and internal business partners Proficiency in Microsoft Office applications, strong Excel skills preferred
Privacy Notice for California Applicants
Artisan Partners Limited Partnership is an equal opportunity employer. Artisan Partners does not discriminate on the basis of race, religion, color, national origin, gender, age, disability, marital status, sexual orientation or any other characteristic protected under applicable law. All employment decisions are made on the basis of qualifications, merit and business need.
/span>
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function General Business, Management, and Business Development Referrals increase your chances of interviewing at Artisan Partners by 2x Sign in to set job alerts for “Investor” roles.
Investment Associate - Private Debt & Equity
Investment Analyst - Private Debt & Equity
J.P. Morgan Wealth Management – Private Client Advisor - Greater Milwaukee and Kenosha, WI
Investment Analyst Intern - Private Debt & Equity, Summer 2026
Senior Associate, Private Equity Fund Services
Brookfield, WI $180,000.00 - $200,000.00 2 days ago Brookfield, WI $180,000.00 - $200,000.00 3 days ago Milwaukee, WI $90,000.00 - $120,000.00 1 month ago Brookfield, WI $85,000.00 - $100,000.00 2 weeks ago Investment Banking, Energy Tax Credit Investments Manager
Financial Services Representative - Milwaukee, WI
Milwaukee, WI $55,000.00 - $75,000.00 2 weeks ago Outsourced Controller - Real Estate Industry Clients
Tax Senior - State Income & Franchise, Multistate
Brown Deer, WI $122,830 - $206,360 2 weeks ago Tax Manager, State Income and Franchise - Multistate
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr