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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

• Integrate generative AI APIs and large language models (LLMs) into internal operational dashboards • Develop custom, intuitive user interfaces for operations teams in Fund Accounting and Transfer Agency to interact with AI • Write, refine, and test prompts to ensure AI outputs are accurate and safe for financial workflows • Rapidly prototype new AI tools in collaboration with the AI Project Manager • Establish KPIs tied to user engagement, interface response times, and prompt accuracy • Partner with operations and engineering to build custom user interfaces and support the AI tool integration and interface lifecycle

🎯 Requirements

• 3+ years of experience in full-stack or front-end software development • Demonstrated ability to build intuitive user interfaces and integrate external APIs • Hands-on experience working with LLM APIs and advanced prompt engineering • Ability to work effectively with operations teams to understand end-user needs • Experience in financial services or fund administration preferred but not required • Strong UX/UI sensibilities and a focus on human-in-the-loop design • Operator mindset with a focus on execution and user-centric outcomes

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