Business Systems Analyst

Ultimus Fund Solutions

Business Systems Analyst overseeing data optimization and system support for transfer agency functions. Collaborating with internal teams to enhance workflows and system efficiency.

Posted 7/30/2026full-timeRemote • Colorado, New York, Ohio • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing shareholder recordkeeping systems and executing reporting processes to meet client needs. Proficient in troubleshooting issues and facilitating effective communication between technical and operational teams.

Highest-signal resume keywords

Shareholder Recordkeeping SystemReporting ProcessesClient OnboardingMicrosoft Office SuiteMutual Fund Industry Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Requirements DocumentationIssue TroubleshootingBatch Job ExecutionData Delivery MechanismsVendor Billing Functions

Soft Skills

MediationCommunication

Tools & Technologies

Microsoft Office SuiteAdobe Acrobat

Industry Keywords

Mutual Fund IndustryChange Control

About the role

Key responsibilities & impact

Documents client requirements and maintains shareholder recordkeeping system to meet client needs.
Troubleshoots and resolves issues.
Runs periodic batch and reporting jobs.
Reviews and approves client output.
May assist with vendor and client billing functions.
Mediates between technical and operational teams to ensure successful client onboarding and effective change control.
Serves as point of contact for internal teams and external customers to answer questions about services and related systems functions.
May perform other duties as required and assigned.

Requirements

What you’ll need

Bachelor’s degree in business administration, information technology, or related field.
0-3 years of mutual fund industry experience.
Shareholder recordkeeping system, reporting processes, and data delivery mechanisms.
Microsoft Office Suite.
Adobe Acrobat.

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Ultimus Fund Solutions Website LinkedIn All 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. Business Systems Analyst Job not on LinkedIn 🔥 46 minutes ago ⛰️ Colorado, Nebraska, +2 more states – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior ⚙️ Systems Engineer Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Documents client requirements and maintains shareholder recordkeeping system to meet client needs.
Troubleshoots and resolves issues.
Runs periodic batch and reporting jobs.
Reviews and approves client output.
May assist with vendor and client billing functions.
Mediates between technical and operational teams to ensure successful client onboarding and effective change control.
Serves as point of contact for internal teams and external customers to answer questions about services and related systems functions.
May perform other duties as required and assigned. 🎯 Requirements
Bachelor’s degree in business administration, information technology, or related field.
0-3 years of mutual fund industry experience.
Shareholder recordkeeping system, reporting processes, and data delivery mechanisms.
Microsoft Office Suite.
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