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  • 5 Maxwell Dr, Clifton Park, NY 12065, USA ● Boston, MA 02116, USA ● Columbus, OH, USA ● Virtual
    Req #523
    Wednesday, December 1, 2021
    Ultimus LeverPoint Private Fund Solutions professionals are employees who take personal accountability for their work, have a passion for excellence, are driven to achieve their full potential and understand the value of building relationships.  Our team of professionals demonstrate strong work ethic, thrive on challenges and are dedicated to providing outstanding client service.  The Director of Strategic Initiatives will be responsible for planning, leading, and executing various initiatives a ... More
  • 5 Maxwell Dr, Clifton Park, NY 12065, USA ● Chicago, IL, USA ● Columbus, OH, USA ● Virtual
    Req #287
    Wednesday, December 1, 2021
    The Business Analyst is responsible for supporting the management and executive teams with strategic, operational and financial analysis, planning and forecasting. The ability to report, analyze and present information with clear summaries and understanding. This position will require regular interaction with team members and management.ESSENTIAL DUTIES AND RESPONSIBILTIES Responsible for the maintenance, consolidation and reporting of teams’ capacity and financial models;Perform client and comp ... More
  • 5 Maxwell Dr, Clifton Park, NY 12065, USA
    Req #503
    Wednesday, December 1, 2021
    Ultimus LeverPoint professionals are employees who take personal accountability for their work, have a passion for excellence, are driven to achieve their full potential and understand the value of building relationships.  Our team of professionals demonstrate strong work ethic, thrive on challenges and are dedicated to providing outstanding client service.  A LeverPoint professional should strive for excellence in the following competencies:LeadershipProfessionalism Communication Self-Managemen ... More
  • 5 Maxwell Dr, Clifton Park, NY 12065, USA ● Virtual
    Req #402
    Monday, November 29, 2021
    Ultimus LeverPoint Private Fund Solutions professionals are employees who take personal accountability for their work, have a passion for excellence, are driven to achieve their full potential and understand the value of building relationships.  Our team of professionals demonstrate strong work ethic, thrive on challenges and are dedicated to providing outstanding client service. Senior Accountant I (Fund) is responsible for coordinating and delegating the overall day-to-day work of their partic ... More
  • 5 Maxwell Dr, Clifton Park, NY 12065, USA ● Boston, MA 02116, USA ● Columbus, OH, USA ● Virtual
    Req #522
    Monday, November 22, 2021
    The Assistant Vice President, Relationship Management job responsibilities include building and maintaining positive and constructive relationships with clients. Primarily responsible for client satisfaction, the role covers all aspects of client relationships, including strategic planning, client advocacy, problem-solving, conflict resolution, negotiation, and cross-selling, requiring a blend of leadership and management skill sets founded on industry-specific knowledge and experience.  The rol ... More
  • 5 Maxwell Dr, Clifton Park, NY 12065, USA
    Req #518
    Monday, November 22, 2021
    The Learning and Development Specialist is responsible for facilitation and coordination of Ultimus’s formal technical and development training programs. This role will be responsible for coordinating new hire onboarding, training schedules, track necessary employee trainings and certifications, develop materials, along with the delivery of trainings.  ESSENTIAL DUTIES AND RESPONSIBILITIES Design, develop, update and deliver professional quality presentations and training materials to include qu ... More
  • 5 Maxwell Dr, Clifton Park, NY 12065, USA ● Boston, MA, USA ● Cincinnati, OH, USA ● Virtual
    Req #504
    Friday, November 12, 2021
    Ultimus LeverPoint is currently seeking a Staff Accountant to join our Fund Team.  The Staff Accountant provides daily accounting support for various fund clients.  Responsibilities consist primarily of recording daily accounting activities across multiple funds.  Such accounting activities include: journal entries related to investments, capital calls, line of credit activity, distributions, client report preparation and/or review of cash reporting, expenses and accruals. This position will req ... More
  • 5 Maxwell Dr, Clifton Park, NY 12065, USA
    Req #507
    Tuesday, November 2, 2021
    The Talent Acquisition Associate is responsible for working closely with the Human Resources, Management and Executive Teams to spearhead company recruitment efforts.  The Talent Acquisition Associate is responsible for posting job openings, sourcing and identifying candidates through various recruiting tools; including the organization’s internal applicant tracking system, external resume databases, job boards, internet and social media.  In addition to online recruitment efforts, this position ... More
  • 5 Maxwell Dr, Clifton Park, NY 12065, USA
    Req #246
    Tuesday, October 19, 2021
    Ultimus LeverPoint is currently seeking Interns to join our Fund, Management Company, and Tax Teams for the Spring & Summer. The Intern provides: Daily accounting support for Private Equity and Venture Capital fund clientsRecording daily accounting activities across multiple fundsPreparation and/or review of cash reporting, bank reqsSpecial projects as assignedRegular interaction with clients and team members.  Successful candidates must:Currently be in their Junior or Senior year of thei ... More
  • 5 Maxwell Dr, Clifton Park, NY 12065, USA ● Boston, MA, USA ● Columbus, OH, USA ● Virtual
    Req #466
    Thursday, October 7, 2021
    The Senior Manager, Fund Team is responsible for overseeing the day-to-day operations of client Funds and communicate directly with the General Partners of the Funds. This position will require regular interaction with clients, team members and management.  This position requires a mastery of complex private equity accounting skills, the ability to oversee the complete financial reporting and capital call/distribution process and direct oversight of associates.  This position serves as a resourc ... More
  • 5 Maxwell Dr, Clifton Park, NY 12065, USA ● Boston, MA, USA ● Columbus, OH, USA ● Denver, CO, USA ● Virtual
    Req #459
    Thursday, October 7, 2021
    The Associate Manager provides daily accounting support for the Fund Team and is responsible forall areas relating to client financial reporting.  The Associate Manager oversees daily team activities and assists in supervising staff to ensure the work is properly allocated and completed in a timely and accurate manner.  The Associate Manager position will require regular direct interaction with clients and team members.  This position will require a Bachelor’s Degree in Accounting, Finance or re ... More
  • 5 Maxwell Dr, Clifton Park, NY 12065, USA
    Req #304
    Thursday, October 7, 2021
    LeverPoint is a boutique Fund Administration firm that has been providing customized solutions for firms since 1995. Today, LeverPoint services over $54 billion in assets for Private Equity, Venture Capital and Real Estate clients. LeverPoint’s continued growth and success is illustrated by our loyal employees who are passionate about their work. Our commitment to building careers is reflected in the dedication to provide our employees with the latest technology, education, and training tools t ... More