AI Analyst

Ultimus Fund Solutions; United States; Remote; USD 90,000 - 120,000; Full time

Job summary

Ultimus Fund Solutions is seeking an AI Analyst, Enterprise AI Operations to own the requirement gathering and process mapping lifecycle for enterprise AI initiatives. You will partner with business leaders to document workflows, identify automation opportunities, and ensure AI investments target the most impactful bottlenecks.

The role requires an analytical thinker who can bridge operational realities with technical possibilities, driving alignment across business and technology teams and

Qualifications

• Experience in business analysis, process improvement, or fund operations (3–5 years).
• Knowledge of financial services or fund administration workflows.
• Ability to translate business needs into technical requirements.

Responsibilities

• Analyze and map complex workflows to identify AI use cases.
• Gather and document detailed business requirements from end-users.
• Measure ROI and performance metrics of deployed AI solutions.
• Maintain documentation on data lineage, compliance, and auditing.
• Track KPIs related to time-savings, automation rates, and efficiency.

Skills

Workflow mapping

AI/automation exposure

Stakeholder communication

Analytical thinking

Execution focus

Job description

SUMMARY

The AI Analyst, Enterprise AI Operations will own the requirement gathering and process mapping lifecycle of enterprise AI initiatives. The role will partner with business leaders to document workflows, identify automation opportunities, and ensure AI investments target the most impactful bottlenecks. The role requires an analytical thinker who can bridge complex operational realities with technical possibilities to drive alignment across business and technology teams.

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KEY ACCOUNTABILITIES

• 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

May perform other duties as required and assigned.

EDUCATION AND EXPERIENCE

• 3–5 years of experience across business analysis, process improvement, or fund operations

Equivalent education and experience will be considered.

SKILLS AND ABILITIES

• 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

PHYSICAL AND OTHER REQUIREMENTS

• At times, as business needs arise, associates are required and agree to work beyond their normal workday or work week to fulfill the accountabilities required for their job.
• The physical requirements described here are representative of those that must be met by an associate to successfully perform the essential functions of this job.
  • The associate is regularly required to sit and stand.
  • The associate must occasionally lift and/or move up to 10lbs.
  • Specific vision abilities are required within this position.
• Occasional travel (approximately 10% or less) may be required in this position.
• Reasonable accommodation may be made to enable associates to perform the essential functions.