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 Specialist – Public
Job not on LinkedIn
🕒 August 5
🌾 Nebraska, New York, +2 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
• Evaluate the external market for public AI tools applicable to Fund Accounting, Transfer Agency, and Onboarding • Develop and conduct training programs for operations staff on safe, compliant, and efficient AI tool usage • Provide first-line operational support to teams experimenting with approved external AI applications • Identify high-value operational use cases where a public tool's success justifies internal, proprietary development • Track KPIs related to user adoption rates, training completion, and individual time savings
🎯 Requirements
• 5+ years of experience in fund operations, transfer agency, or fund accounting • Demonstrated ability to identify process improvements and deliver measurable operational outcomes • Strong familiarity and hands-on experience with public generative AI tools • Ability to work effectively with end-users to drive training and adoption • Deep understanding of data privacy and information security principles within financial services • Exceptional communication and training skills • Operator mindset focused on execution and productivity outcomes
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