AI Analyst

Ultimus Fund Solutions

AI Analyst mapping fund accounting, transfer agency, and onboarding workflows. Identifying automation opportunities and translating operational requirements into AI solutions.

Posted 8/5/2026full-timeRemote • Colorado, Minnesota, New York, Ohio, Pennsylvania • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in analyzing operational workflows and translating business requirements into technical specifications, with a strong focus on AI use cases and performance metrics in financial services.

Highest-signal resume keywords

Business AnalysisProcess ImprovementAI ExposureWorkflow MappingStakeholder Communication

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Operational Workflow AnalysisBusiness Requirements DocumentationPerformance Metrics MeasurementKPI TrackingProcess Automation

Soft Skills

Analytical SkillsExecution FocusCommunication Skills

Industry Keywords

Fund AccountingTransfer AgencyOnboardingFinancial ServicesFund Administration

About the role

Key responsibilities & impact

Analyze and map complex operational workflows across Fund Accounting, Transfer Agency, and Onboarding to identify AI use cases
Gather and document detailed business requirements from end-users to guide technical development
Measure and report on the ROI and performance metrics of deployed AI solutions
Maintain comprehensive documentation regarding data lineage, compliance, and auditing standards
Track KPIs tied to time-savings, process automation rates, and operational efficiency gains

Requirements

What you’ll need

3–5 years of experience across business analysis, process improvement, or fund operations
Demonstrated ability to map workflows and translate operational needs into technical requirements
Exposure to AI, automation, or advanced analytics; strong conceptual understanding required
Ability to work effectively with technical teams to ensure business requirements are met
Deep conceptual understanding of financial services or fund administration workflows
Strong analytical and stakeholder communication skills
Operator mindset with a focus on execution and process outcomes

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. AI Analyst Job not on LinkedIn 🔥 1 minute ago ⛰️ Colorado, Nebraska, +4 more states – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 🤖 Artificial Intelligence Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Analyze and map complex operational workflows across Fund Accounting, Transfer Agency, and Onboarding to identify AI use cases
Gather and document detailed business requirements from end-users to guide technical development
Measure and report on the ROI and performance metrics of deployed AI solutions
Maintain comprehensive documentation regarding data lineage, compliance, and auditing standards
Track KPIs tied to time-savings, process automation rates, and operational efficiency gains 🎯 Requirements
3–5 years of experience across business analysis, process improvement, or fund operations
Demonstrated ability to map workflows and translate operational needs into technical requirements
Exposure to AI, automation, or advanced analytics; strong conceptual understanding required
Ability to work effectively with technical teams to ensure business requirements are met
Deep conceptual understanding of financial services or fund administration workflows
Strong analytical and stakeholder communication skills
Operator mindset with a focus on execution and process outcomes Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs AWS Certified AI Practitioner 🔥 19 minutes ago Koniag Government Services 1001 - 5000 🏛️ Government 🎖️ Defense 💼 Consulting Website LinkedIn All Job Openings AWS AI practitioner designing intelligent automation, predictive analytics, and NLP solutions for a federal IT call center. Optimizing AWS Connect, SageMaker, and serverless workflows in a fully remote role. 🇺🇸 United States – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 🤖 Artificial Intelligence Strategic AI Outcomes Manager 🔥 5 hours ago Jasper 51 - 200 🤖 Artificial Intelligence 📣 Marketing ☁️ SaaS Website LinkedIn All Job Openings Strategic AI advisor helping Jasper’s enterprise marketing customers scale generative AI programs. Driving measurable outcomes, adoption, governance, and executive alignment across customer organizations. 🇺🇸 United States – Remote 💵 $201k - $237k / year ⏰ Full Time 🟠 Senior 🔴 Lead 🤖 Artificial Intelligence 🦅 H1B Visa Sponsor Growth AI Designer 🔥 8 hours ago Retorna 51 - 200 💳 Fintech 👥 B2C Website LinkedIn All Job Openings Growth AI Designer creando campañas visuales y automatizaciones para Retorna, fintech de remesas y pagos transfronterizos. Acelerando la producción mediante IA generativa, integraciones y workflows testeables orientados a métricas de crecimiento. 🇺🇸 United States – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 🤖 Artificial Intelligence 🗣️🇪🇸 Spanish Required AI Marketing & Communications Specialist – AI Practice 🔥 10 hours ago CBIZ 10,000+ employees 🛡️ Insurance 🏥 Healthcare 🏭 Manufacturing Website LinkedIn All Job Openings Marketing Associate supporting CBIZ's AI Advisory & Transformation practice. Coordinating campaigns, content, events, collateral, and reporting for professional-services clients. 🇺🇸 United States – Remote 💵 $60k - $90k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 🤖 Artificial Intelligence 🦅 H1B Visa Sponsor Analyst, AI Opportunity – Value Creation 🔥 10 hours ago R1 RCM 10,000+ employees 💼 Consulting 📦 Logistics 🏥 Healthcare Website LinkedIn All Job Openings AI opportunity analyst identifying data-driven automation and efficiency opportunities for R1. Evaluating healthcare revenue-cycle use cases and shaping AI roadmaps with operational and technical stakeholders. 🇺🇸 United States – Remote 💵 $50.5k - $114.1k / year 💰 Private Equity Round on 2024-07 ⏰ Full Time 🟡 Mid-level 🟠 Senior 🤖 Artificial Intelligence 🦅 H1B Visa Sponsor View More Artificial Intelligence Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates About us Is Remote Rocketship legit? Privacy policy Terms of service Job board SEO course Remote Job Search MasterClass AI Apply Copilot OpenClaw job finder Find jobs using your resume Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs