
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.
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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.
• Manage the end-to-end lifecycle of technical AI projects, ensuring on-time and on-budget delivery • Coordinate diverse resources across engineering, data science, and business operations to support transformation initiatives • Identify and mitigate risks specific to AI deployment, including regulatory compliance and data privacy • Facilitate communication between technical developers and business stakeholders • Establish project KPIs tied to delivery speed, budget adherence, and successful operational handoffs
• 5+ years of experience in technical project management, preferably overseeing data or software engineering initiatives • Demonstrated ability to drive cross-functional technical initiatives and deliver measurable project outcomes • Strong conceptual understanding of machine learning lifecycles and AI infrastructure • Ability to work effectively with technical teams to clear roadblocks and manage timelines • Experience in financial services or fund administration preferred but not required • PMP, Agile, or similar project management certifications preferred • Operator mindset with a focus on execution and delivery outcomes
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