Securities Analyst jobs in Wisconsin

Securities Analyst conducts research on organizations within a specific industry in order to make recommendations regarding investment strategy. Stays abreast of trends and news within an industry, such as filings, mergers and acquisitions, competitive position, and financial stability of organizations. Being a Securities Analyst requires a bachelor's degree or in a related area. Typically reports to a manager or head of a unit/department. To be a Securities Analyst typically requires 4 to 7 years of related experience. Contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. (Copyright 2024 Salary.com)

F
Securities Operations Associate II
  • FIS
  • Brown, WI FULL_TIME
  • Position Type :

    Full time

    Type Of Hire :

    Experienced (relevant combo of work and education)

    Education Desired :

    Associate's Degree

    Travel Percentage :

    0%

    Job Description

    Are you curious, motivated, and forward-thinking? At FIS you'll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun.

    About the team:

    The Securities Operations Associate will be focused on the Fed/State Withholding job and is responsible for reconciling and remitting withholding payments and filings associated with distributions from trust accounts to the IRS and State authorities.

    What you will be doing:

    Fed/State Withholding Specialist
    * Reconciles and remits withholding payments and filings associated with distributions from trust accounts to state authorities and to the IRS, according to specified frequency schedules.

    Uses various system reports from Trust Desk and associated databases to balance IRA and pension withholding transactions with deposits made daily and periodically.
    * Monitors client control accountsand process daily money movements for exception clearance.
    * Prepares monthly management status reports for clients.
    * Performs year-end balancing and submission of 1099R files to States and Forms 945 to IRS.
    * Communicates withIRS and various States as necessary.
    * Assists other team members in the completion of their responsibilities and assists with any other related duties and research projects as needed.
    * Works closely with members of the Payments and Client Service teams.
    * Reviews operational controls and procedures for adequacy and compliance.

    EDUCATION REQUIREMENTS
    High school diploma or GED. Associate's or Bachelor's degree or the equivalent combination of education, training, or work experience preferable.

    What you bring:

    * Proficient in the use of basic office equipment and tools as well as applications specific to trust systems/processes
    * Requires strong problem-solving, analytical, time management, organizational and data entry skills
    * Requires attention to detail and the ability to multi-task and adjust schedules to meet deadlines
    * Ability to work in an organized manner
    * Ability to maintain confidentiality
    * Ability to communicate effectively verbally and in writing
    * Team skills, including the ability to establish and maintain effective working relationships with employees, clients and public

    What we offer you:

    • Competitive salary and excellent benefits
    • The chance to work on some of the most challenging, relevant issues in financial services & technology
    • A broad range of professional education and personal development possibilities - FIS is your final career step!
    • Time to support charities and give back to your community
    • A work environment built on collaboration, flexibility, and respect
    • FIS will pay off participants' principal student loan balance over 10 years of service. Eligibility starts after one year of tenure in the program for US participants

    .

    Vaccination Requirements

    Notice to all US applicants: All employees must be fully vaccinated against COVID-19. Individuals with a disability (including a medical condition) or sincerely held religious beliefs or practices that prevent them from getting the vaccine may request an exemption from the vaccine requirement.

    Privacy Statement

    FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the .

    EEOC Statement

    FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here


    For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

    Sourcing Model

    Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

    #pridepass


    FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here: http://www1.eeoc.gov/employers/upload/eeoc_self_print_poster.pdf

    For positions located in the US, the conditions below apply.

    If you are made a conditional offer of employment, you will be required to undergo a drug test and background check (including criminal record check)

    ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

     

  • 18 Days Ago

A
Project Manager - Securities
  • A.B. Data, Ltd.
  • Milwaukee, WI FULL_TIME
  • Essential Duties and Responsibilities: Lead the planning and implementation to meet internal and external delivery deadlines. Provide case-related client support. Drafts documents, including, but not ...
  • 24 Days Ago

E
Securities Operations Specialist - Dividends
  • Equiniti
  • Milwaukee, WI FULL_TIME
  • Job/Project description: EQ is a leading international provider of shareholder, pension, remediation and credit technology. With over 5,000 employees, it supports 37 Million people in 120 countries. E...
  • Just Posted

F
Securities Operations Associate II
  • FIS Global
  • Brown, WI OTHER,FULL_TIME
  • Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Associate's Degree Travel Percentage : 0%Job DescriptionThe world of finance moves fast....
  • 15 Days Ago

F
Securities Operations Associate
  • FIS
  • Brown, WI FULL_TIME
  • Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Associate's Degree Travel Percentage : 50 - 75%Job DescriptionAre you curious, motivated...
  • 1 Month Ago

F
Securities Operations Associate l
  • FIS
  • Brown, WI FULL_TIME
  • Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Associate's Degree Travel Percentage : 0%Job DescriptionAre you curious, motivated, and ...
  • 1 Month Ago

C
Security Analyst
  • City of New York
  • New York, NY
  • Job Description The New York City Department of Transportations (NYC DOT) provides safe, efficient, and environmentally ...
  • 3/28/2024 12:00:00 AM

A
Security Analyst
  • Auctane Careers
  • Austin, TX
  • About us At Auctane, we are united by a passion to help sellers - wherever they are, however they operate - fulfill the ...
  • 3/28/2024 12:00:00 AM

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IT Security Analyst
  • Wells Enterprise
  • Le Mars, IA
  • Job Description As an IT professional, evaluates, recommends, and reviews access controls for company owned information ...
  • 3/28/2024 12:00:00 AM

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Security Analyst
  • Marga Consulting LLC
  • Boca Raton, FL
  • The Security Analyst is responsible for assisting with the day-to-day operations of securing the departments various inf...
  • 3/27/2024 12:00:00 AM

S
IT Security Analyst
  • Saxon Global
  • Rancho Cucamonga, CA
  • Hi Hope you are doing good. We are looking for IT Security Analyst. This is a full time position. Please check the job d...
  • 3/27/2024 12:00:00 AM

J
Security Analyst
  • JMARK
  • Springfield, MO
  • Position Summary: The Security Analyst (SA) will be responsible for monitoring, investigating, correlating, and respondi...
  • 3/26/2024 12:00:00 AM

M
Security Analyst
  • Mastech Digital
  • Pittsburgh, PA
  • Title: Security Analyst Location: Hybrid Position ( Pittsburgh, PA ) Duration : 12+ months contract to hire role. Respon...
  • 3/25/2024 12:00:00 AM

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Security Analyst
  • Glocomms
  • New York, NY
  • Security Analyst Manhattan, New York - English speaking (French is a HUGE bonus, but not essential) Hybrid Working in Ma...
  • 3/24/2024 12:00:00 AM

Wisconsin is bordered by the Montreal River; Lake Superior and Michigan to the north; by Lake Michigan to the east; by Illinois to the south; and by Iowa to the southwest and Minnesota to the northwest. A border dispute with Michigan was settled by two cases, both Wisconsin v. Michigan, in 1934 and 1935. The state's boundaries include the Mississippi River and St. Croix River in the west, and the Menominee River in the northeast. With its location between the Great Lakes and the Mississippi River, Wisconsin is home to a wide variety of geographical features. The state is divided into five dist...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Securities Analyst jobs
$121,412 to $178,249

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