Business Systems Analyst

Ultimus Fund Solutions • Greenwood Village, CO

18h

About The Position

The Business Systems Analyst is responsible for supporting and administering transfer agent system functions, with an emphasis on specific output or services.

Requirements

• Bachelor’s degree in business administration, information technology, or related field.
• 0-3 years of mutual fund industry experience.
• Shareholder recordkeeping system, reporting processes, and data delivery mechanisms.
• Microsoft Office Suite.
• Adobe Acrobat.
• 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.
• 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.
• 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.
• May perform other duties as required and assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level