Business Systems Analyst, Retail Alternatives
# Business Systems Analyst, Retail Alternatives **Ultimus Fund Solutions** · United States · `Remote` · `Full Time` 💼 **Уровень роли:** `Mid-level` 💰 **Компенсация:** `$60,000 – $90,000` 🕒 **Статус:** *Опубликовано: сегодня* · *Источник: Himalayas (JSON API)* --- ### Top Skills & Match 🎯 **Ключевой стек роли:** `[Business-Systems-Analyst]` `[Transfer-Agency]` `[Financial-Systems-Analyst]` `[Records-Management-Analyst]` `[Fintech-Analyst]` `[Retail-Business-Analyst]` `[Business-Systems-Analyst-Jobs]` `[IT-Business-Systems-Analyst]` `[Retail-Systems-Specialist]` `[Systems-Business-Analyst]` --- ### About the Role SUMMARY The Business Systems Analyst - Retail Alternatives is responsible for supporting and administering transfer agent system functions, with an emphasis on specific output or services. KEY ACCOUNTABILITIES SYSTEM SUPPORT - Documents Broker Dealer and Third-Party Financial Technology (FinTech) requirements and maintains a recordkeeping system to meet client and firm needs. - Monitors and documents technology needs for each firm, custodian, or FinTech relationships. - Ensures all are working correctly and enhances their support technology if needed. - Keeps cross references and control procedures around each firm and FinTech’s unique requirements. - Escalates file failures or remediation needed on issues between Ultimus and the firms and FinTechs. - Automates the manual steps that Ultimus associates are performing when logging into the FinTechs. - Coordinates media pushes through sFTP to firms that require it. - Coordinates opening the necessary tasks to ensure large firm or FinTech Corp Action events, or FinTech clean ups on the Alts side are managed successfully across the teams. - Implements procedures that ensure periodic clean up and controls are implemented for key data elements that are required for the firms and FinTechs. - Coordinates and implements controls that ensure the purchase and the redemption warehouse calendars for periodic products are accurate and up to date. - Assists Dealer Services with Repurchase and Tender communication and announcements to the firms and FinTechs. - Develops and turns on reporting to feedback to firms and FinTechs as required to support their business. WORKING RELATIONSHIPS - Develops a strong relationship and consistent ongoing communication with top 10-20 firms and FinTechs in the Retail Alternatives industry. - Publishes executive updates internally, and marketing updates, and communication to these firms on a reoccurring basis to show Ultimus’ partnership and advancements on their behalf. - Partners across Operations and Dealer Services to ensure all Firm and FinTech service needs are being met. 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. - Equivalent education and experience will be considered. KNOWLEDGE - Shareholder recordkeeping systems, 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. Originally posted on Himalayas
- Business-Systems-Analyst
- Transfer-Agency
- Financial-Systems-Analyst
- Records-Management-Analyst
- Fintech-Analyst
- Retail-Business-Analyst
- Business-Systems-Analyst-Jobs
- IT-Business-Systems-Analyst
- Retail-Systems-Specialist
- Systems-Business-Analyst
Наблюдалась 2026-10-10, впервые 2026-10-10, источник — Himalayas (JSON API).