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Salary
≈ $74k – $150k per year (Estimated)
Location
Remote (United States)
Seniority
Junior · 2+ years exp

Confirmed on the employer's own hiring board on Oct 15, 2026. First seen by Alion on Sep 3, 2026. Ultimus Fund Solutions scores A on the Alion truth index.

Overview
Company
Impact
Profile match
Ultimus Fund Solutions is an independent provider of fund administration and investment operations solutions for advisors and asset/fund managers. The firm delivers high-touch, scalable services across public and private markets - including transfer agency, middle-office and investment operations, ETF launch and conversion support, and specialized administration for mutual funds, private equity, private credit, retail alternatives, REITs and other fund wrappers. Ultimus combines these services with integrated, AI-enabled technology platforms (Ultimus Connect, Portfolio Analytics Portal, Workflow Manager, Investor and Advisor Portal, Private Investor Portal and related tools) to provide data, reporting and workflow 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 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.

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