Intern, Business Analyst, Account Services Specialist

SUMMARY

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

 

KEY ACCOUNTABILITIES

• Supports the technology operations of the Account Services group.
• Monitors, analyzes, and distributes Account Services 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.

WORKING RELATIONSHIPS

• Engages with clients as necessary for general information, issue resolution, inquiries, or reporting needs.
• Maintains daily communication with team members and related departments for inquiry follow-ups and workflow management.
• Collaborates in meetings with various audiences.
• Daily contact with Transfer Agent executives and operating departments.

May perform other duties as required and assigned.

 

EDUCATION AND EXPERIENCE

• Working towards a bachelor’s degree in economics, statistics, accounting, finance, business administration, or related field.

KNOWLEDGE

• Mutual funds and alternative investment offerings.
• Microsoft Office Suite.
• Adobe Acrobat.

SKILLS AND ABILITIES

• Project management skills.
• 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.

 

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.