Ultimus Fund Solutions
The Treasury Specialist I is responsible for developing and reviewing treasury and compliance processes for client transaction requests while ensuring adherence to financial regulations. The role involves conducting transaction reviews, advising on electronic payment platforms, and assisting with training and updates for treasury procedures. This position also handles ad hoc reporting, analysis tasks, and problem resolution related to banking operations.
Headquarters
Cincinnati, Ohio, United States
Company Size
501-1000 employees
Founded
1999
Ultimus Fund Solutions is a fund services firm that combines institutional-strength operational infrastructure with boutique, client-focused service. They offer fund administration, transfer agency and shareholder services, fund accounting and NAV calculation, middle-/back-office outsourcing, and regulatory/compliance reporting for mutual funds, ETFs, hedge funds and other pooled vehicles. Ultimus emphasizes scalable technology and operational expertise to deliver customized, turnkey solutions and hands‑on relationship management for asset managers, RIAs, broker‑dealers and other financial intermediaries.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
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Ultimus Fund Solutions didn’t post a salary, so this is our estimate from similar listings.