Ultimus Fund Solutions
Provides fund administration services to the investment management industry.
Company facts
- Founded
- 1999
- Employees
- 1,200
- Headquarters
- United States
- Type
- Private
- Funding
- Private Equity · 2025
- Subsidiaries
- Ultimus LeverPoint Private Fund Solutions, Gemini Fund Services, Woodfield Fund Administration, FD Fund Administration
Open positions
VP, Relationship Management
SUMMARY The VP, Relationship Management is responsible for developing and retaining assigned client and trust level relationships and assisting in establishing and meeting firm goals including retaining existing…
Dealer Services Operations Specialist
SUMMARY The Dealer Services Operations Specialist is responsible for supporting all functions related to NSCC and Dealer operations. KEY ACCOUNTABILITIES OPERATIONAL DUTIES Monitors reports and files to ensure…
VP, Relationship Management
SUMMARY The VP, Relationship Management is responsible for representing Ultimus Fund Solutions (UFS) on client relationships and developing and retaining assigned client and trust level relationships. Additionally,…
Head of AI Product
SUMMARY This Head of AI Product will lead the firm’s enterprise AI strategy, positioning artificial intelligence as a core driver of operational efficiency and client excellence. The role is responsible for defining…
Application Developer, Reporting and Automation
SUMMARY The Application Developer, Reporting and Automation Specialist is responsible for supporting Envision Power Agent and Transfer Agency related applications, primarily focused on designing and developing SSRS…
Project Manager
Position Summary The Project Manager will own the end-to-end delivery lifecycle of enterprise AI initiatives—from technical scoping through deployment. The role will partner with engineering, data science, and business…
Senior Marketing Manager, Events
Job SummaryWe are seeking a Senior Marketing Manager, Events to lead the strategy, planning, and execution of Ultimus Fund Solutions' event and conference program. The role owns sponsored conference strategy, hosted…
Associate Legal Counsel
SUMMARY The Associate Legal Counsel is responsible for providing a prominent level of Legal Administration services to address the basic legal needs of multiple clients. KEY ACCOUNTABILITIES Prepares client…
Senior Paralegal - 1940 Act
SUMMARY The Senior Paralegal leads the provision of legal administration services for Ultimus’ mutual fund clients. Additionally, this role will lead the preparation of board materials and regulatory filings, manage…
Senior Contract Attorney
SUMMARY Ultimus Fund Solutions is an independent, technology-enabled provider of fund administration and investor servicing solutions, supporting more than 2,100 registered funds, private funds, and public plans with…
Associate, Business Development
SUMMARY The Associate, Business Development is responsible for supporting the firm’s growth by assisting senior sales professionals throughout the business development lifecycle. Additionally, this role is responsible…
Assistant Manager, Middle Office Service Delivery
SUMMARY The Middle Office Assistant Manager, Service Delivery is responsible for direct oversight of the day-to-day operations and supervision of direct reports in support of Service Delivery clients. The primary…
VP - Retail Alternatives Fund Accounting
SUMMARY The VP, Retail Alternatives Fund Accounting provides strategic oversight and guidance to the Fund Accounting Department in support of retail alternative products such as interval funds, tender offer funds, and…
Business Systems Analyst, Retail Alternatives
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…
Account Support Services II
SUMMARY The Account Support Services II plays a pivotal role in executing a range of transfer agency duties, such as communication with external firms via email, reoccurring reconciliation processes, account and trade…