Ultimus Fund Solutions, LLC
The EVP, Relationship Management is responsible for overseeing the Ultimus client relationship managers including monitoring and ensuring client satisfaction, assuring client retention, enhancing revenue, pursuing cross sales opportunities contract renewals, and profitability, communicating business changes, and overall leadership of the…
SUMMARY The Shareholder Services Specialist II is responsible for providing various contact center and transfer agency functions. This role requires in depth mutual fund knowledge and will interact directly with shareholders, financial representatives, team members, and management. KEY ACCOUNTABILITIES SHAREHOLDER…
SUMMARY The Paralegal I is responsible for performing general administrative and clerical duties in support of the Legal Administration Department. Additionally, this role may participate in the preparation and distribution of board materials and regulatory filings. KEY ACCOUNTABILITIES LEGAL ADMINISTRATION…
The Manager, Private Credit will be responsible for managing the day to day operations of private credit loan operations. The ideal candidate will provide credit operations and technology support related to multiple business units focused on Middle Market Direct Lending,…
SUMMARY The VP, Relationship Management ETF is responsible for developing and retaining assigned client and trust level relationships and assisting in establishing and meeting firm goals including retaining existing business, growing wallet share and developing and executing strategic client relationship…
SUMMARY The VP, Senior Legal Counsel is responsible for providing a high level of legal administration services to address the needs of multiple clients. Additionally, this role will require a broad and in depth knowledge of the Investment Company Act,…
SUMMARY The VP, Senior Legal Counsel is responsible for providing a high level of legal administration services to address the needs of multiple clients. Additionally, this role will require a broad and in depth knowledge of the Investment Company Act,…
SUMMARY The VP, Senior Legal Counsel is responsible for providing a high level of legal administration services to address the needs of multiple clients. Additionally, this role will require a broad and in depth knowledge of the Investment Company Act,…
SUMMARY The VP, Senior Legal Counsel is responsible for providing a high level of legal administration services to address the needs of multiple clients. Additionally, this role will require a broad and in depth knowledge of the Investment Company Act,…
SUMMARY The VP, Senior Legal Counsel is responsible for providing a high level of legal administration services to address the needs of multiple clients. Additionally, this role will require a broad and in depth knowledge of the Investment Company Act,…
SUMMARY The Shareholder Services Specialist II is responsible for providing various contact center and transfer agency functions. This role requires in depth mutual fund knowledge and will interact directly with shareholders, financial representatives, team members, and management. KEY ACCOUNTABILITIES SHAREHOLDER…
SUMMARY The AVP, Legal Counsel is responsible for providing a prominent level of legal administration services to address the needs of multiple clients. KEY ACCOUNTABILITIES SPECIFIC CLIENT TASKS AND RELATIONSHIPS Supervises the preparation of (or, if appropriate, prepares) client registration…
SUMMARY The Treasury and Cash Analyst is responsible for the day to day cash positioning and bank account management, proper application of cash receipts, cash forecasting, account reconciliations, and other accounting functions. KEY ACCOUNTABILITIES Executes key treasury and accounting functions…
SUMMARY The Software Developer I is responsible for all phases of the development lifecycle; from requirements gathering to deployment and support, working across projects that include technologies including Angular UI, .NET Core middle/backend, SQL Server databases, and enterprise reporting. Additionally,…
Associate Manager Fund Summary Description The Associate Manager provides daily accounting support for the Fund Team and is responsible for all areas relating to client financial reporting. The Associate Manager oversees daily team activities and assists in supervising staff to…
Essential Duties and Responsibilities Review of journal entries and maintenance of general ledger and/or preparation of entries where necessary; Review of quarterly and annual reporting packages prior to management approval; Review of quarterly and annual financial statements prior to management…
Essential Duties and Responsibilities Review of journal entries and maintenance of general ledger and/or preparation of entries where necessary; Review of quarterly and annual reporting packages prior to management approval; Review of quarterly and annual financial statements prior to management…
Essential Duties and Responsibilities Review of journal entries and maintenance of general ledger and/or preparation of entries where necessary; Review of quarterly and annual reporting packages prior to management approval; Review of quarterly and annual financial statements prior to management…
Essential Duties and Responsibilities Review of journal entries and maintenance of general ledger and/or preparation of entries where necessary; Review of quarterly and annual reporting packages prior to management approval; Review of quarterly and annual financial statements prior to management…
Essential Duties and Responsibilities Review of journal entries and maintenance of general ledger and/or preparation of entries where necessary; Review of quarterly and annual reporting packages prior to management approval; Review of quarterly and annual financial statements prior to management…
Essential Duties and Responsibilities Review of journal entries and maintenance of general ledger and/or preparation of entries where necessary; Review of quarterly and annual reporting packages prior to management approval; Review of quarterly and annual financial statements prior to management…
Essential Duties and Responsibilities Review of journal entries and maintenance of general ledger and/or preparation of entries where necessary; Review of quarterly and annual reporting packages prior to management approval; Review of quarterly and annual financial statements prior to management…
Essential Duties and Responsibilities Review of journal entries and maintenance of general ledger and/or preparation of entries where necessary; Review of quarterly and annual reporting packages prior to management approval; Review of quarterly and annual financial statements prior to management…