Ultimus Fund Solutions
501 - 1000 employees
💸 Finance
☁️ SaaS
🤝 B2B
💰 Private equity on 2012-07
Finance • SaaS • B2B
Ultimus Fund Solutions is an independent provider of fund administration and investment operations solutions for advisors and asset/fund managers. The firm delivers high-touch, scalable services across public and private markets — including transfer agency, middle-office and investment operations, ETF launch and conversion support, and specialized administration for mutual funds, private equity, private credit, retail alternatives, REITs and other fund wrappers. Ultimus combines these services with integrated, AI-enabled technology platforms (Ultimus Connect, Portfolio Analytics Portal, Workflow Manager, Investor and Advisor Portal, Private Investor Portal and related tools) to provide data, reporting and workflow automation. According to its public materials it administers $775B+ in assets, supports 2,500+ funds, 450+ clients, and 1,200+ associates.
AI Analyst
Job not on LinkedIn
🕒 August 5
⛰️ Colorado, Nebraska, +4 more states – Remote
⏰ Full Time
🟡 Mid-level
🟠 Senior
🤖 Artificial Intelligence
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Ultimus Fund Solutions
501 - 1000 employees
💸 Finance
☁️ SaaS
🤝 B2B
💰 Private equity on 2012-07
Finance • SaaS • B2B
Ultimus Fund Solutions is an independent provider of fund administration and investment operations solutions for advisors and asset/fund managers. The firm delivers high-touch, scalable services across public and private markets — including transfer agency, middle-office and investment operations, ETF launch and conversion support, and specialized administration for mutual funds, private equity, private credit, retail alternatives, REITs and other fund wrappers. Ultimus combines these services with integrated, AI-enabled technology platforms (Ultimus Connect, Portfolio Analytics Portal, Workflow Manager, Investor and Advisor Portal, Private Investor Portal and related tools) to provide data, reporting and workflow automation. According to its public materials it administers $775B+ in assets, supports 2,500+ funds, 450+ clients, and 1,200+ associates.
📋 Description
• Analyze and map complex operational workflows across Fund Accounting, Transfer Agency, and Onboarding to identify AI use cases • Gather and document detailed business requirements from end-users to guide technical development • Measure and report on the ROI and performance metrics of deployed AI solutions • Maintain comprehensive documentation regarding data lineage, compliance, and auditing standards • Track KPIs tied to time-savings, process automation rates, and operational efficiency gains
🎯 Requirements
• 3–5 years of experience across business analysis, process improvement, or fund operations • Demonstrated ability to map workflows and translate operational needs into technical requirements • Exposure to AI, automation, or advanced analytics; strong conceptual understanding required • Ability to work effectively with technical teams to ensure business requirements are met • Deep conceptual understanding of financial services or fund administration workflows • Strong analytical and stakeholder communication skills • Operator mindset with a focus on execution and process outcomes
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