ZipRecruiter

Log In

1

Leverpoint Jobs (NOW HIRING)

Ultimus Fund Solutions

Lead Business Analyst

Omaha, NE · On-site

$65 - $90/hr

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 ...

Ultimus Fund Solutions

$70 - $110/hr

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 ...

Ultimus Fund Solutions

$70 - $110/hr

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 ...

Ultimus Fund Solutions

Manager

Columbus, OH · On-site

$85 - $105/hr

Ability to work in a fast-paced environment and handle/manage multiple team and individual priorities and deadlines Ultimus Leverpoint is an equal opportunity employer and does not discriminate on ...

Ultimus Fund Solutions

Senior Accountant I

Boston, MA · On-site

$70K - $95K/yr

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 ...

Ultimus Fund Solutions

$72K - $90K/yr

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 ...

Ultimus Fund Solutions

$85 - $110/hr

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 ...

Ultimus Fund Solutions

Manager

Philadelphia, PA · On-site

$100K - $150K/yr

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 ...

next page

Showing results 1-20

All JobsCompany JobsLeverpoint Jobs

Leverpoint information

What is Leverpoint?

LeverPoint is a firm that provides outsourced fund administration and accounting services, primarily to private equity, venture capital, and real estate investment funds. Their professionals handle complex accounting, investor reporting, and regulatory compliance, allowing fund managers to focus on investment activities. LeverPoint supports clients with services like financial statement preparation, capital call and distribution processing, and partnership accounting, ensuring accuracy and efficiency in fund operations.

What are the key skills and qualifications needed to thrive as a fund accountant at Leverpoint?

To thrive as a Fund Accountant at LeverPoint, you need strong analytical abilities, a solid understanding of accounting principles, and a relevant degree such as accounting or finance. Familiarity with accounting software like QuickBooks or Investran, and proficiency in Excel, are commonly required, along with knowledge of industry regulations. Attention to detail, effective communication, and strong organizational skills are vital soft skills for this role. These skills ensure accurate fund administration, regulatory compliance, and efficient client service in a fast-paced financial services environment.

What are some common challenges faced by professionals working at Leverpoint, and how can new hires prepare for them?

Professionals at Leverpoint often work with complex fund accounting and reporting processes for private equity and real estate clients. A common challenge is managing tight deadlines during quarter-end or year-end cycles, where attention to detail and strong organizational skills are crucial. New hires can prepare by familiarizing themselves with industry-standard accounting software, developing a solid understanding of partnership accounting, and being proactive in communicating with their team. Embracing a collaborative mindset is essential, as Leverpoint's work environment is highly team-oriented, with frequent cross-functional interactions.

What is the difference between Leverpoint vs Bookkeeper?

AspectLeverpointBookkeeper
CredentialsTypically requires accounting or finance background, sometimes certifications like CPA or CMAOften requires basic bookkeeping certifications or experience, less formal education needed
Work EnvironmentFinancial services firms, investment management, or accounting firmsSmall businesses, accounting firms, or freelance settings
Employer & Industry UsageUsed in finance and investment industries for fund accountingCommon in small business accounting and payroll management

Leverpoint and bookkeepers both handle financial data, but Leverpoint typically operates within investment and financial services requiring specialized accounting skills, while bookkeepers focus on day-to-day transaction recording for small businesses. The choice depends on the complexity of financial needs and industry context.

More about Leverpoint jobs

What job categories do people searching Leverpoint jobs look for?

The top searched job categories for Leverpoint jobs are:

Leverpoint jobs near you
Infographic showing various Leverpoint job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% Physical job distribution.

Senior Investor Services Associate I

Ultimus Fund Solutions

Clifton, NY • On-site

$60K - $80K/yr

Full-time

Re-posted 16 days ago

Job description

Responsibilities:
  • Respond to inquiries from investors, fund management and accounting staff
  • Input investor information in company systems and investor files
  • Review work of junior associates and other team members
  • Implement projects related to new legislation or other relevant department initiatives
  • Provide guidance and expertise to junior staff
  • Distribute offering documents on behalf of clients
  • Prepare and track private equity capital call and distribution notices
  • Review letters and database entries
  • Review and process subscriptions and redemptions of capital for existing documents and other legal documents pertinent to the fund
  • Maintain routine correspondence with fund management and investors
  • Distribute investor statements
  • Complete underlying investment documents for fund of fund clients
  • Prepare reports for fund management,
  • Prepare monthly summary report for fund management regarding new capital, additional capital and redemptions
  • Complete preparation as needed for the annual audit of funds
  • Distribute audited financial statements and K1 reports
  • Assist in completion of investor audit requests

Qualifications:
  • Minimum of a Bachelor's degree, preferably in Finance or related field
  • 3-5 years of experience in a fund administration or other financial services firm preferred
  • Proficient in Microsoft Office
  • Ability to assist in the development and training of staff
  • Ability to multitask ; excellent written and oral communication, organization, time management, planning and problem solving skills required
  • Ability to maintain positive working relationships with clients and co-workers
  • Ability to meet approved schedules and deadlines

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.

Apply