Business Systems Analyst

Ultimus Fund Solutions; Cincinnati (OH); On-site; USD 52,000 - 76,000; Full time

Job summary

Ultimus Fund Solutions is seeking a system support professional to document client requirements and maintain shareholder recordkeeping systems. You will troubleshoot issues, run batch/reporting jobs, and review client outputs, with potential involvement in vendor and client billing tasks.

The role emphasizes collaboration between technical and operational teams to ensure smooth onboarding and accurate data delivery.

Qualifications

• Bachelor’s degree or higher in a related field.
• Knowledge of shareholder recordkeeping systems and data delivery processes.
• Proficiency with Microsoft Office Suite and Adobe Acrobat.

Responsibilities

• Document client requirements and maintain shareholder recordkeeping system to meet client needs.
• Troubleshoot and resolve issues.
• Run periodic batch and reporting jobs.
• Review and approve client output.
• May assist with vendor and client billing functions.

Skills

Troubleshooting

Multitasking

Analytical skills

Organizational skills

Strategic thinking

Attention to detail

Integrity

Resource management

Problem solving

Communication

Active listening

Relationship building

Prioritization

Education

Bachelor’s degree in business administration, information technology, or related field

Tools

Microsoft Office

Adobe Acrobat

Job description

KEY ACCOUNTABILITIES

SYSTEM SUPPORT

• 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.

WORKING RELATIONSHIPS

• 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.

EDUCATION AND EXPERIENCE

• Bachelor’s degree in business administration, information technology, or related field.
• 0-3 years of mutual fund industry experience.

KNOWLEDGE

• Shareholder recordkeeping system, reporting processes, and data delivery mechanisms.
• Microsoft Office Suite.
• Adobe Acrobat.

SKILLS AND ABILITIES

• Troubleshoots issues utilizing creative and critical thinking skills.
• Multitasking, analytical, and organizational skills.
• Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness.
• Demonstrates personal integrity, responsibility, and accountability.
• Effectively uses resources such as time and information in conjunction with associates.
• Participates in solving problems and making decisions.
• Presents and expresses ideas and information, written and oral, clearly, and concisely.
• Actively listens to others to achieve understanding and supports an open exchange of ideas and information.
• Identifies needs, arranges for, and obtains resources to accomplish individual and department goals.
• Establishes and develops effective working relationships with associates and clientele during both favorable and unfavorable situations.
• Modifies team and individual priorities and deadlines in response to added information, changing conditions, or unexpected obstacles and ensures completion.