Business Systems Analyst: Client Onboarding & Support

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

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