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Investment Fund Analyst: Fund Ops & Client Service

Job in Madison, Dane County, Wisconsin, 53774, USA
Listing for: Baker Tilly US
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Compliance, Financial Reporting, Banking & Finance
  • Business
    Financial Analyst, Financial Compliance, Banking & Finance
Salary/Wage Range or Industry Benchmark: 62000 - 96000 USD Yearly USD 62000.00 96000.00 YEAR
Job Description & How to Apply Below

Baker Tilly is seeking an Investment Fund Analyst to join our Capital Formation team in Wisconsin. You will support fund administration, investor servicing, and reporting, with a focus on accuracy and compliance.

Ideal candidate has 1–2 years of professional experience and a working knowledge of accounting principles and financial statements. The role emphasizes collaboration with finance, accounting, legal, and compliance groups to ensure smooth fund operations and regulator adherence.

Are you ready to take on the Investment Fund Analyst:
Fund Ops & Client Service role at Baker Tilly US?

For the Investment Fund Analyst:
Fund Ops & Client Service position at Baker Tilly US, we are reviewing applications now.

Step into the Investment Fund Analyst:
Fund Ops & Client Service role at Baker Tilly US in Madison, WI, United States and grow with us.

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