Business Operations Internship - Summer 2026

Ultimus Fund Solutions • Philadelphia, PA

7d

About The Position

We are seeking a highly motivated Business Operations Intern to join our Fund Administration team for the summer. This internship offers hands-on exposure to the operational backbone of investment funds and is ideal for a detail-oriented individual with strong analytical, communication, and organizational skills. The intern will support day-to-day operational activities, assist with reporting and data analysis, and collaborate with cross-functional teams in a fast-paced financial services environment.

Requirements

• Currently pursuing a Bachelor’s degree in Finance, Accounting, Business, Economics, Analytics, or a related field
• Strong organizational and time management skills with excellent attention to detail
• Excellent written and verbal communication skills
• Advanced Microsoft Excel skills, including experience with: -VLOOKUP/XLOOKUP -Pivot tables -Data sorting, filtering, and validation
• Exceptional PowerPoint skills, with the ability to create polished, executive-ready presentations
• Ability to work independently while also collaborating effectively within a team
• Participate in special projects and ad hoc analysis as assigned
• Strong problem-solving skills and a proactive mindset

Nice To Haves

• Exposure to or interest in fund administration, asset management, or financial services
• Experience with Power BI or data visualization tools is a plus
• Familiarity with financial reporting, operations, or accounting concepts

Responsibilities

• Support daily fund administration operations, including data validation, reconciliations, and process documentation
• Assist in preparing operational and management reports using Microsoft Excel and PowerPoint
• Build and maintain Excel models utilizing VLOOKUP/XLOOKUP, pivot tables, and formulas
• Help analyze operational data and identify trends, discrepancies, or opportunities for process improvement
• Create clear, professional PowerPoint presentations for internal stakeholders and management
• Collaborate with team members across operations, accounting, and client service groups
• Participate in special projects and ad hoc analysis as assigned
• Ensure accuracy, consistency, and timeliness of all work products

Benefits

• Real-world experience within a fund administration and operations environment
• Exposure to investment fund structures, reporting, and operational workflows
• Opportunities to develop technical, analytical, and professional communication skills
• Mentorship and hands-on learning from experienced industry professionals

What This Job Offers

• Career Level: Intern
• Number of Employees: 11-50 employees