What are the responsibilities and job description for the Business Systems Analyst - Retail Alternatives position at Ultimus Fund Solutions, LLC?
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.
- Automate 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
May perform other duties as required and assigned.
EDUCATION AND EXPERIENCE
KNOWLEDGE
SKILLS AND ABILITIES
Equivalent education, experience, and KSA's will be considered.
Ultimus is an equal opportunity employer and does not discriminate on the basis of the applicant's or employee's race, color, religion, national origin, ancestry, gender, sexual orientation, age, disability, veteran or military status, genetic information, citizenship or any other status entitled to protection under federal, state or local anti-discrimination laws. No questions on our employment application are intended to secure information that is to be used for impermissible purposes.
