Business Systems Analyst

Talentify; Hauppauge (NY); On-site; USD 70,000 - 95,000; Full time

Job summary

Ultimus is seeking a Business Systems Analyst to support and administer transfer agent system functions, focusing on output services for clients. You will document client requirements, troubleshoot issues, run batch/reporting jobs, and ensure accurate data delivery while coordinating with technical and operations teams.

A bachelor’s degree and 0–3 years mutual fund industry experience are preferred. Proactive communication, attention to detail, and the ability to manage changing priorities are

Qualifications

• Shareholder recordkeeping system, reporting processes, and data delivery mechanisms.
• Microsoft Office Suite and Adobe Acrobat proficiency.
• Strong troubleshooting, analytical, and organizational abilities.

Responsibilities

• 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.

Skills

Troubleshooting

Multitasking

Analytical skills

Communication skills

Problem solving

Stakeholder management

Time management

Attention to detail

Change control

Education

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

Tools

Microsoft Office Suite

Adobe Acrobat

Job description

SUMMARY

The Business Systems Analyst is responsible for supporting and administering transfer agent system functions, with an emphasis on specific output or services.

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.

Equivalent education, experience, and KSA's will be considered.

Ultimus is an equal opportunity employer and does not discriminate on the basis of the applicant’s or employee’s race, color, religion, national origin, ancestry, gender, sexual orientation, age, disability, veteran or military status, genetic information, citizenship or any other status entitled to protection under federal, state or local anti-discrimination laws. No questions on our employment application are intended to secure information that is to be used for impermissible purposes.