AI Analyst

SUMMARY

The AI Analyst, Enterprise AI Operations will own the requirement gathering and process mapping lifecycle of enterprise AI initiatives. The role will partner with business leaders to document workflows, identify automation opportunities, and ensure AI investments target the most impactful bottlenecks. The role requires an analytical thinker who can bridge complex operational realities with technical possibilities to drive alignment across business and technology teams.

.KEY ACCOUNTABILITIES

• Analyze and map complex operational workflows across Fund Accounting, Transfer Agency, and Onboarding to identify AI use cases
• Gather and document detailed business requirements from end-users to guide technical development
• Measure and report on the ROI and performance metrics of deployed AI solutions
• Maintain comprehensive documentation regarding data lineage, compliance, and auditing standards
• Track KPIs tied to time-savings, process automation rates, and operational efficiency gains

May perform other duties as required and assigned.

EDUCATION AND EXPERIENCE

• 3–5 years of experience across business analysis, process improvement, or fund operations

Equivalent education and experience will be considered.

SKILLS AND ABILITIES

• Demonstrated ability to map workflows and translate operational needs into technical requirements
• Exposure to AI, automation, or advanced analytics; strong conceptual understanding required
• Ability to work effectively with technical teams to ensure business requirements are met
• Deep conceptual understanding of financial services or fund administration workflows
• Strong analytical and stakeholder communication skills
• Operator mindset with a focus on execution and process outcomes

PHYSICAL AND OTHER REQUIREMENTS

• At times, as business needs arise, associates are required and agree to work beyond their normal workday or work week to fulfill the accountabilities required for their job.
• The physical requirements described here are representative of those that must be met by an associate to successfully perform the essential functions of this job.
• The associate is regularly required to sit and stand.
• The associate must occasionally lift and/or move up to 10lbs.
• Specific vision abilities are required within this position.
• Occasional travel (approximately 10% or less) may be required in this position.
• Reasonable accommodation may be made to enable associates to perform the essential functions.

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.