Business Systems Analyst, Retail Alternatives

This is a fully remote position, open to applicants in United States.

📋 Description

• Record the requirements of Broker Dealers and Third-Party Financial Technology (FinTech) while maintaining a system for client and firm documentation.

• Observe and document the technology needs of firms, custodians, and FinTech partnerships.

• Ensure that systems and relationships function properly and enhance support technology when necessary.

• Maintain cross-references and control protocols for specific firm and FinTech requirements.

• Raise issues related to file failures and remediation between Ultimus and firms or FinTechs.

• Automate the manual login processes performed by Ultimus associates at FinTechs.

• Manage media transfers via SFTP to firms that require them.

• Organize tasks related to significant corporate action events for large firms or FinTechs and oversee Alternatives-side cleanups across teams.

• Execute regular data cleanup procedures and controls for essential data elements.

• Coordinate and implement controls to ensure accurate purchase and redemption warehouse calendars for periodic products.

• Support Dealer Services with communications and announcements regarding repurchases and tenders.

• Create and activate reporting for firms and FinTechs.

• Establish ongoing relationships and communication with the top 10–20 firms and FinTechs in the Retail Alternatives sector.

• Issue recurring executive updates internally and marketing communications to firms.

• Collaborate with Operations and Dealer Services to fulfill the service requirements of firms and FinTechs.

• Execute additional duties as assigned.

⛳️ Requirements

• Bachelor’s degree in business administration, information technology, or a related discipline.

• 0–3 years of experience within the mutual fund industry.

• Equivalent education and experience will be taken into account.

• Familiarity with shareholder recordkeeping systems, reporting procedures, and data delivery methods.

• Proficiency in Microsoft Office Suite.

• Proficiency in Adobe Acrobat.

• Ability to troubleshoot using creative and critical thinking abilities.

• Skills in multitasking, analysis, and organization.

• A strategic, detail-oriented, proactive approach with a dedication to quality, efficiency, and effectiveness.

• Personal integrity, responsibility, and accountability.

• Clear and effective written and verbal communication capabilities.

• Capacity to actively listen and foster an open exchange of ideas and information.

• Ability to identify, arrange, and acquire resources to achieve objectives.

• Capacity to build and nurture effective working relationships with colleagues and clients.

• Ability to adjust priorities and deadlines in response to changing circumstances or challenges and ensure tasks are completed.

🏝️ Benefits

• Comprehensive health, dental, and vision insurance.

• 401(k) plan with company match.

• Paid time off and holidays.

• Opportunities for professional development and growth.

• Flexible working arrangements.