Intern, Business Analyst

Ultimus • Cincinnati, OH

1d

About The Position

The Intern, Business Analyst, Shareholder Services Technology is responsible for assisting in the development and ongoing management of key contact center technology platforms and initiatives. Additionally, this role requires strategic interaction with internal stakeholders, fund clients, vendors, team members, and management.

Requirements

• Working towards a bachelor’s degree in business administration, computer science, or related field.
• Microsoft Office Suite.
• Adobe Acrobat.
• Project management skills.
• Aligns work with company values and goals.
• 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.
• 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.

Nice To Haves

• Experience in client services and technology support preferred but not required.

Responsibilities

• Supports the technology operations of the Shareholder Services group.
• Monitors, maintains, and updates contact center call-recording platforms.
• Monitors, analyzes, and distributes contact center metrics.
• Participates in the extraction, assembly, analysis, and distribution of department metrics.
• Ensures adherence to transfer agent compliance manual, SEC, FINRA, and IRS regulations.
• Supports initiatives to promote the business unit and maintain a forward-looking presence.
• Collaborates in meetings with various audiences.
• Daily contact with Transfer Agent executives and operating departments.
• May perform other duties as required and assigned.

What This Job Offers

• Career Level: Intern