Ultimus Fund Solutions

Application Developer, Reporting and Automation

Ultimus Fund Solutions  •  Remote  •  8 hours ago
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Job Description

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 reports, building and maintaining JAMS Enterprise Scheduler jobs, and resolving support tickets related to Transfer Agency operations within the Power Agent environment. Additionally, this role will work closely with business stakeholders and technical team members to deliver reliable reporting solutions, automate operational workflows, and resolve application issues in a timely and controlled manner while maintaining a strong focus on accuracy, efficiency, and operational integrity.

TECHNOLOGY STACK
• Microsoft SQL Server.
• SQL Server Reporting Services SSRS.
• JAMS Enterprise Scheduler by Fortra.
• Envision Power Agent.
• .NET and C#.
• PowerShell.
• Azure DevOps.
• Windows Server and Microsoft Azure.

KEY ACCOUNTABILITIES
• Designs, develops, assesses, and deploys SSRS reports to support the Transfer Agency department and operational reporting requirements.
• Develops, configures, and maintains JAMS jobs, dependencies, triggers, and schedules to automate business processes and system workflows.
• Writes and optimizes SQL queries, stored procedures, and datasets used within Power Agent, reporting, and automation processes.
• Monitors, triages, and resolves Application Development tickets related to Envision Power Agent, SSRS reports, and JAMS jobs.
• Supports application releases, upgrades, and operational improvements within the Power Agent environment.
WORKING RELATIONSHIPS
• Collaborates with business analysts and Transfer Agency stakeholders to gather requirements and translates them into technical solutions.
• Contact as needed with clients regarding general information, resolution of issues, inquiries, or reporting requirements.
• Contact with members of team and internal teams regarding follow-up on inquiries, open workflow, etc.
May perform other duties as required and assigned.

EDUCATION AND EXPERIENCE
• 2+ years of experience developing and supporting applications in a Microsoft SQL Server environment.
• Firsthand experience developing SSRS reports.
• Experience scripting in PowerShell or C# for automation and job orchestration.
• Direct experience supporting or developing within Envision Power Agent.
• Equivalent education and experience will be considered.
KNOWLEDGE
• Azure DevOps or similar CI CD platforms.
• SQL queries and stored procedures.
• Transfer Agency operations or financial services environments.
• Microsoft Office Suite.
• Adobe Acrobat.
SKILLS AND ABILITIES
• 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.
• Identifies needs, arranges for, and obtains resources to accomplish individual and department goals.
• 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.

Ultimus Leverpoint 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.
Ultimus Fund Solutions

About Ultimus Fund Solutions

$500+B AUA | 450+ Clients | 1,800+ Investment Funds or Accounts | 990+ Employees | 8 Offices

Ultimus Fund Solutions is a leading provider of full-service tech-enhanced fund administration, accounting, middle office, and investor solutions to support the launching and servicing of registered funds, private funds, and public plans. We also offers customized structures designed for the unique needs of pensions, endowments, foundations, and other large institutions. Ultimus provides services for:

• REGISTERED FUNDS: Open and closed-end mutual funds, ETFs, interval and tender offer funds, collective investment trusts, business development companies, variable insurance trusts, series and stand-alone trusts

• PRIVATE FUNDS: Hedge funds, private equity funds and general partnerships, real estate funds, venture capital funds, fund of funds, and credit funds.

• PUBLIC PLANS: State sponsored 529 Plans, and Local Government Investment Pools

Our suite of fund services includes fund/legal administration, fund accounting, transfer agency and shareholder services, fund compliance and CCO resources, distribution, portfolio accounting, investor servicing, treasury services, audit and tax management, middle office service solutions, and EDGARization and printing services.

Ultimus’ deep commitment to excellence is achieved through investments in best-in-class technology, compliance programs, organization-wide cyber security efforts, and hiring seasoned professionals who have a deep understanding of our clients’ needs while serving as a trusted business partner.

The Ultimus approach to administration services is distinctive and is built on a foundation of commitment to, excellence, innovation, and partnership. We understand that no two clients are alike and tailor our services—from administration services to product design and launch to conversion—to meet each client’s unique needs.

For more information, visit www.ultimusfundsolutions.com.

Industry
Finance & Insurance
Company Size
501-1,000 employees
Headquarters
Cincinnati, OH
Year Founded
Unknown
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