Business Operations Internship - Summer 2026
Ultimus Fund Solutions, LLC, Albany, NY, United States
Business Operations Internship - Summer 2026
Philadelphia, PA, USA • Albany, NY, USA
Job Description
Posted Monday, April 13, 2026 at 4:00 AM
We are seeking a highly motivated Business Operations Intern to join our Fund Administration team for the summer. This internship offers hands‑on exposure to the operational backbone of investment funds and is ideal for a detail‑oriented individual with strong analytical, communication, and organizational skills. The intern will support day‑to‑day operational activities, assist with reporting and data analysis, and collaborate with cross‑functional teams in a fast‑paced financial services environment.
Key Responsibilities
Support daily fund administration operations, including data validation, reconciliations, and process documentation
Assist in preparing operational and management reports using Microsoft Excel and PowerPoint
Build and maintain Excel models utilizing VLOOKUP/XLOOKUP, pivot tables, and formulas
Help analyze operational data and identify trends, discrepancies, or opportunities for process improvement
Create clear, professional PowerPoint presentations for internal stakeholders and management
Collaborate with team members across operations, accounting, and client service groups
Ensure accuracy, consistency, and timeliness of all work products
Required Skills & Qualifications
Entering Senior year pursuing a Bachelor’s degree in Finance, Accounting, Business, Economics, Analytics, or a related field
Strong organizational and time management skills with excellent attention to detail
Excellent written and verbal communication skills
Advanced Microsoft Excel skills, including data sorting, filtering, validation, VLOOKUP/XLOOKUP, pivot tables, and formulas
Exceptional PowerPoint skills, with the ability to create polished, executive‑ready presentations
Ability to work independently while also collaborating effectively within a team
Strong problem‑solving skills and a proactive mindset
Preferred Qualifications
Exposure to or interest in fund administration, asset management, or financial services
Experience with Power BI or data visualization tools is a plus
Familiarity with financial reporting, operations, or accounting concepts
What You’ll Gain
Real‑world experience within a fund administration and operations environment
Exposure to investment fund structures, reporting, and operational workflows
Opportunities to develop technical, analytical, and professional communication skills
Mentorship and hands‑on learning from experienced industry professionals
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.
#J-18808-Ljbffr
Philadelphia, PA, USA • Albany, NY, USA
Job Description
Posted Monday, April 13, 2026 at 4:00 AM
We are seeking a highly motivated Business Operations Intern to join our Fund Administration team for the summer. This internship offers hands‑on exposure to the operational backbone of investment funds and is ideal for a detail‑oriented individual with strong analytical, communication, and organizational skills. The intern will support day‑to‑day operational activities, assist with reporting and data analysis, and collaborate with cross‑functional teams in a fast‑paced financial services environment.
Key Responsibilities
Support daily fund administration operations, including data validation, reconciliations, and process documentation
Assist in preparing operational and management reports using Microsoft Excel and PowerPoint
Build and maintain Excel models utilizing VLOOKUP/XLOOKUP, pivot tables, and formulas
Help analyze operational data and identify trends, discrepancies, or opportunities for process improvement
Create clear, professional PowerPoint presentations for internal stakeholders and management
Collaborate with team members across operations, accounting, and client service groups
Ensure accuracy, consistency, and timeliness of all work products
Required Skills & Qualifications
Entering Senior year pursuing a Bachelor’s degree in Finance, Accounting, Business, Economics, Analytics, or a related field
Strong organizational and time management skills with excellent attention to detail
Excellent written and verbal communication skills
Advanced Microsoft Excel skills, including data sorting, filtering, validation, VLOOKUP/XLOOKUP, pivot tables, and formulas
Exceptional PowerPoint skills, with the ability to create polished, executive‑ready presentations
Ability to work independently while also collaborating effectively within a team
Strong problem‑solving skills and a proactive mindset
Preferred Qualifications
Exposure to or interest in fund administration, asset management, or financial services
Experience with Power BI or data visualization tools is a plus
Familiarity with financial reporting, operations, or accounting concepts
What You’ll Gain
Real‑world experience within a fund administration and operations environment
Exposure to investment fund structures, reporting, and operational workflows
Opportunities to develop technical, analytical, and professional communication skills
Mentorship and hands‑on learning from experienced industry professionals
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.
#J-18808-Ljbffr