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.
Senior AI Engineer
🕒 August 5
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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
• Architect and scale machine learning pipelines to support automated workflows across Fund Accounting, Transfer Agency, and Onboarding • Oversee development and deployment of AI infrastructure using enterprise data lakes and cloud platforms • Lead integration of AI capabilities into legacy systems and financial platforms • Establish MLOps best practices and technical KPIs for uptime, model latency, and infrastructure efficiency • Mentor junior engineering staff • Advise the Managing Director on technical priorities and secure AI governance
🎯 Requirements
• 7+ years of experience across software engineering, data engineering, or machine learning operations • Ability to architect scalable data pipelines and deliver measurable technical outcomes • Deep expertise in Python, SQL, and enterprise cloud data platforms • Ability to translate business operational needs into technical architecture • Experience in financial services or fund administration preferred but not required • Strong technical leadership and mentoring skills • Operator mindset focused on execution and reliable technical outcomes
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