Mutual Fund Systems Analyst: Client Onboarding & Support

Ultimus Fund Solutions; Greenwood Village (CO); On-site; USD 65,000 - 90,000; Full time

Job summary

Ultimus Fund Solutions is seeking a Business Systems Analyst to support and administer transfer agent system functions, with emphasis on output services for clients. You will document requirements, troubleshoot issues, run batch jobs, and review client outputs to ensure accuracy.

Collaborating with technical and operations teams, you will help onboard clients and manage change controls, while maintaining relationships with internal teams and external customers to answer questions about services

Qualifications

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

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.
• 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.

Skills

Troubleshooting

Analytical thinking

Multitasking

Communication

Team collaboration

Problem solving

Education

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

Tools

Microsoft Office Suite

Adobe Acrobat

Job description

Ultimus Fund Solutions is seeking a Business Systems Analyst to support and administer transfer agent system functions, with emphasis on output services for clients. You will document requirements, troubleshoot issues, run batch jobs, and review client outputs to ensure accuracy.

Collaborating with technical and operations teams, you will help onboard clients and manage change controls, while maintaining relationships with internal teams and external customers to answer questions about services