
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.
📡 We watch Ultimus Fund Solutions's careers page
Several times a day
how often we check
6
roles posted in the last 30 days
About 25 days
usual time to fill a role
35
roles closed in the last year
Selected: 🆕 Date Added.
🕒 5 days ago
Senior Marketing Manager leading Ultimus Fund Solutions' event and conference programs. Managing sponsorship strategy, client summits, budgets, campaigns, and event ROI.
🕒 5 days ago
Associate Financial Administrator preparing SEC, IRS, and GAAP-compliant fund reports. Managing fees, budgets, performance tracking, and board reporting for retail alternative investments.
⛰️ Colorado, Nebraska, +4 more states – Remote
💰 Private equity on 2012-07
⏰ Full Time
🟢 Junior
🟡 Mid-level
🧾 Payroll
👻 Ghost score 10%
🕒 October 10
Associate Legal Counsel supporting investment fund clients with SEC filings, board materials, regulatory research, and compliance documentation. Mentoring associates and maintaining client relationships.
🇺🇸 United States – Remote
💰 Private equity on 2012-07
⏰ Full Time
🟠 Senior
🔴 Lead
⚖️ Legal Counsel / General Counsel
👻 Ghost score 10%
🕒 October 1
Senior Contract Attorney negotiating complex financial-services agreements for Ultimus Fund Solutions, a fund administration and investor servicing provider. Advising on securities regulations, compliance, and M&A diligence.
🇺🇸 United States – Remote
💰 Private equity on 2012-07
⏰ Full Time
🟠 Senior
🧑💼 Attorney / Lawyer
👻 Ghost score 11%
🕒 September 29
Transfer Agency Trainer developing virtual and in-person training programs for Ultimus’ mutual fund administration business. Creating learning materials, onboarding associates, and improving department processes.
🇺🇸 United States – Remote
💰 Private equity on 2012-07
⏰ Full Time
🟡 Mid-level
🟠 Senior
✨ Trainer
👻 Ghost score 12%
🕒 September 26
Retail alternative investment operations manager overseeing fund transactions, compliance, and client service. Leading associates and improving processes for alternative investment funds in financial services.
🇺🇸 United States – Remote
💰 Private equity on 2012-07
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis (FP&A)
👻 Ghost score 13%
🕒 September 17
Compliance Specialist supporting broker-dealer compliance programs and registered representative supervision. Conducting regulatory reviews, audits, AML monitoring, and client inquiries.
🇺🇸 United States – Remote
💰 Private equity on 2012-07
⏰ Full Time
🟢 Junior
🟡 Mid-level
🚔 Compliance
👻 Ghost score 18%
🕒 September 5
VP overseeing fund accounting for retail alternatives, including interval funds, tender offer funds, and BDCs. Leading strategy, compliance, operations, and personnel management.
🇺🇸 United States – Remote
💰 Private equity on 2012-07
⏰ Full Time
🔴 Lead
🧾 Accounting Manager
👻 Ghost score 23%
🕒 September 4
Client services manager supporting alternative fund transfer-agent operations for fund families and shareholders. Managing escalations, communications, and operational events across registered and private alternative products.
🇺🇸 United States – Remote
💰 Private equity on 2012-07
⏰ Full Time
🟡 Mid-level
🟠 Senior
📁 Client Services
👻 Ghost score 24%
🕒 September 4
Business Systems Analyst supporting Ultimus transfer-agent systems for retail alternatives. Managing FinTech requirements, controls, reporting, and firm relationships.
🇺🇸 United States – Remote
💰 Private equity on 2012-07
⏰ Full Time
🟡 Mid-level
🟠 Senior
🧐 Business Analyst
👻 Ghost score 24%
🕒 August 13
Business Systems Analyst supporting mutual fund transfer-agent systems and shareholder recordkeeping. Troubleshooting issues, running reports, and coordinating client onboarding and change control.
⛰️ Colorado, Nebraska, +2 more states – Remote
💰 Private equity on 2012-07
⏰ Full Time
🟡 Mid-level
🟠 Senior
🧐 Business Analyst
👻 Ghost score 34%
🕒 August 12
Application developer building SSRS reports and JAMS automation for Transfer Agency operations. Supporting Envision Power Agent applications and resolving production issues.
🌾 Nebraska, New York, +4 more states – Remote
💰 Private equity on 2012-07
⏰ Full Time
🟢 Junior
🟡 Mid-level
🖥 Software Engineer
🚫👨🎓 No degree required
👻 Ghost score 55%
🕒 August 12
Senior executive managing Ultimus client relationships in fund administration and asset servicing. Driving retention, contract renewals, profitability, cross-sales, and team leadership.
🕒 August 7
Senior legal executive leading fund-administration legal services, SEC filings, compliance, and client relationships at Ultimus. Managing attorneys and supporting mutual-fund clients on regulatory and governance matters.
🇺🇸 United States – Remote
💰 Private equity on 2012-07
⏰ Full Time
🟢 Junior
🟡 Mid-level
⚖️ Legal Counsel / General Counsel
👻 Ghost score 37%
🕒 July 30
Senior Data Analytics Engineer responsible for analytics solutions and data products. Collaborating with various teams in the financial services industry to enhance data-driven decision making.
🇺🇸 United States – Remote
💰 Private equity on 2012-07
⏰ Full Time
🟠 Senior
📊 Analytics Engineer
👻 Ghost score 41%
🕒 July 30
Tax Administrator II handling mutual fund regulatory and tax reporting functions at Ultimus Fund Solutions. Involved in tax law compliance, audit administration, and financial administration collaboration.
🕒 July 30
Managing Director leading enterprise AI strategy and product roadmaps for a financial services and fund administration firm. Driving workflow transformation, AI adoption, governance, and measurable operational outcomes.
⛰️ Colorado, Illinois, +7 more states – Remote
💰 Private equity on 2012-07
⏰ Full Time
🔴 Lead
🤖 Artificial Intelligence
👻 Ghost score 51%