
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.
🕒 August 12
🌾 Nebraska, New York, +4 more states – Remote
⏰ Full Time
🟢 Junior
🟡 Mid-level
🖥 Software Engineer
🚫👨🎓 No degree required
👻 Ghost score 49%
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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.
• Design, develop, assess, and deploy SSRS reports for Transfer Agency and operational reporting requirements • Develop, configure, and maintain JAMS jobs, dependencies, triggers, and schedules to automate business processes and system workflows • Write and optimize SQL queries, stored procedures, and datasets used within Power Agent, reporting, and automation processes • Monitor, triage, and resolve Application Development tickets related to Envision Power Agent, SSRS reports, and JAMS jobs • Support application releases, upgrades, and operational improvements within the Power Agent environment • Collaborate with business analysts and Transfer Agency stakeholders to gather requirements and translate them into technical solutions • Contact clients regarding general information, issue resolution, inquiries, and reporting requirements as needed • Coordinate with team members and internal teams regarding inquiries and open workflows • Perform other duties as required and assigned
• 2+ years of experience developing and supporting applications in a Microsoft SQL Server environment • Firsthand experience developing SSRS reports • Experience scripting in PowerShell or C# for automation and job orchestration • Direct experience supporting or developing within Envision Power Agent • Equivalent education and experience will be considered • Knowledge of Azure DevOps or similar CI/CD platforms • Knowledge of SQL queries and stored procedures • Knowledge of Transfer Agency operations or financial services environments • Knowledge of Microsoft Office Suite • Knowledge of Adobe Acrobat
Apply Now🕒 August 12
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