Lead Business Analyst

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🔥 2 minutes ago

🌾 Nebraska, New York, +3 more states – Remote

🌾 Nebraska – Remote 🗽 New York – Remote 🏈 Ohio – Remote 🔔 Pennsylvania – Remote 🧀 Wisconsin – Remote

⏰ Full Time

🟠 Senior

🧐 Business Analyst

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Ultimus Fund Solutions

WebsiteLinkedInAll Job Openings

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

• Maintains effective communication with stakeholders throughout the project lifecycle • Provides regular updates on project progress, gathers feedback, and manages expectations to ensure successful project outcomes • Participates in testing and validation of new applications to ensure they meet documented requirements and are free of defects • Works with developers to resolve issues and make necessary adjustments • Identifies opportunities for process improvements and contributes to enhancing application development methodologies • Stays updated with industry trends and best practices • Plans and develops systems and procedures to improve department operating quality and efficiency in accordance with company policies and procedures • Troubleshoots issues using creative and critical thinking skills

🎯 Requirements

• Bachelor’s degree in business, finance, computer science, or a related field • 7 years of experience in a Fund Accounting or Transfer Agency role within the financial services industry • Experience with report creation and data analysis • Expertise in data analysis tools such as SQL, Excel, and BI tools • Knowledge of software development methodologies and lifecycles • Proficiency with Microsoft Office Suite and Adobe Acrobat • Strong interpersonal skills and ability to work effectively with cross-functional teams • Proven ability to identify problems, develop solutions, and implement strategies efficiently • High degree of accuracy and attention to detail in documentation and reporting • Multitasking, analytical, and organizational skills • Strategic, meticulous, initiative-taking approach with commitment to quality, efficiency, and effectiveness