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Job description
The Investor Services Associate is responsible for daily investor support across multiple fund administration teams, performing various tasks such as client on-boarding, investor record keeping, and project management.
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Finance • Corporate Services
Ultimus Fund Solutions delivers comprehensive, technology-driven fund administration, accounting, and middle-office services for registered funds, private funds, and public plans. The firm supports the entire lifecycle of investment vehicles—including mutual funds, ETFs, hedge funds, private equity, real estate, venture capital, and state-sponsored 529 plans—while also offering customized solutions for pensions, endowments, and foundations. With a global workforce of over 990 professionals across eight offices, Ultimus combines best-in-class technology, rigorous compliance, and robust cybersecurity to provide reliable investor servicing, fund compliance, treasury, audit, and tax management. What sets the company apart is its client-centric approach: every engagement is tailored, from product design and launch to ongoing conversion, ensuring that no two clients receive a one-size-fits-all solution. Ultimus positions itself as a trusted business partner, investing in talent and innovation to deliver excellence in an increasingly complex industry.