Transfer Agent Systems Analyst: Client Onboarding & Support

Ultimus Fund Solutions; Hauppauge (NY); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

Restaurant discounts

Job summary

Ultimus Fund Solutions seeks a Business Systems Analyst to support and administer transfer agent system functions with emphasis on delivering specified outputs and services. The role collaborates with technical and operations teams to ensure accurate, timely client delivery and data accuracy.

Responsibilities include capturing client requirements, running batch jobs, reviewing outputs, and assisting with billing processes.

Qualifications

• Bachelor's degree in business administration, information technology, or related field.
• Equivalent education, experience, and KSA's will be considered.

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 thinking

Communication

Client onboarding

Resource management

Problem solving

Time management

Team collaboration

Attention to detail

Education

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

Tools

Microsoft Office Suite

Adobe Acrobat

Job description

Ultimus Fund Solutions seeks a Business Systems Analyst to support and administer transfer agent system functions with emphasis on delivering specified outputs and services. The role collaborates with technical and operations teams to ensure accurate, timely client delivery and data accuracy.

Responsibilities include capturing client requirements, running batch jobs, reviewing outputs, and assisting with billing processes.