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
• Participate in special projects and ad hoc analysis as assigned
• Ensure accuracy, consistency, and timeliness of all work products

 Required Skills & Qualifications:

• Currently 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 experience with:
• VLOOKUP/XLOOKUP
• Pivot tables
• Data sorting, filtering, and validation
• 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.