Ultimus Fund Solutions · 9 hours ago
Business Systems Analyst, Retail Alternatives
United States
Full-time
Remote
New Grad, Entry Level
$60K/yr - $97K/yr
0+ years expUltimus Fund Solutions is a company specializing in fund administration and technology solutions, and they are seeking a Business Systems Analyst for their Retail Alternatives division. The role involves supporting and administering transfer agent system functions, documenting requirements, monitoring technology needs, and developing relationships with firms and FinTechs in the industry.
ConsultingFinanceFinancial ServicesInformation Technology
Responsibilities
Documents Broker Dealer and Third-Party Financial Technology (FinTech) requirements and maintains a recordkeeping system to meet client and firm needs
Monitors and documents technology needs for each firm, custodian, or FinTech relationships
Ensures all are working correctly and enhances their support technology if needed
Keeps cross references and control procedures around each firm and FinTech’s unique requirements
Escalates file failures or remediation needed on issues between Ultimus and the firms and FinTechs
Automates the manual steps that Ultimus associates are performing when logging into the FinTechs
Coordinates media pushes through sFTP to firms that require it
Coordinates opening the necessary tasks to ensure large firm or FinTech Corp Action events, or FinTech clean ups on the Alts side are managed successfully across the teams
Implements procedures that ensure periodic clean up and controls are implemented for key data elements that are required for the firms and FinTechs
Coordinates and implements controls that ensure the purchase and the redemption warehouse calendars for periodic products are accurate and up to date
Assists Dealer Services with Repurchase and Tender communication and announcements to the firms and FinTechs
Develops and turns on reporting to feedback to firms and FinTechs as required to support their business
Develops a strong relationship and consistent ongoing communication with top 10-20 firms and FinTechs in the Retail Alternatives industry
Publishes executive updates internally, and marketing updates, and communication to these firms on a reoccurring basis to show Ultimus’ partnership and advancements on their behalf
Partners across Operations and Dealer Services to ensure all Firm and FinTech service needs are being met
May perform other duties as required and assigned
Qualification
Required
Bachelor's degree in business administration, information technology, or related field
0-3 years of mutual fund industry experience
Shareholder recordkeeping systems, reporting processes, and data delivery mechanisms
Microsoft Office Suite
Adobe Acrobat
Troubleshoots issues utilizing creative and critical thinking skills
Multitasking, analytical, and organizational skills
Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness
Demonstrates personal integrity, responsibility, and accountability
Effectively uses resources such as time and information in conjunction with associates
Participates in solving problems and making decisions
Presents and expresses ideas and information, written and oral, clearly, and concisely
Actively listens to others to achieve understanding and supports an open exchange of ideas and information
Identifies needs, arranges for, and obtains resources to accomplish individual and department goals
Establishes and develops effective working relationships with associates and clientele during both favorable and unfavorable situations
Modifies team and individual priorities and deadlines in response to added information, changing conditions, or unexpected obstacles and ensures completion
Company
Ultimus Fund Solutions
Ultimus Fund Solutions, LLC provides highly customized and comprehensive mutual fund services to small and medium size mutual fund groups.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-11-19Acquired
2012-06-18Private Equity
Leadership Team
Gary Tenkman
CEO
Jason Stevens
Chief Technology Officer
Recent News
2026-01-20
EIN Presswire
2025-12-15
2025-12-10
Company data provided by crunchbase