Join the Ultimus LeverPoint Team

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In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency, among them. To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of more than 450 clients.

As one of the largest independent fund administration providers in the U.S., Ultimus Fund Solutions and our affiliate, Ultimus LeverPoint Private Fund Solutions, offer full-service fund administration, fund accounting, transfer agent, middle office and investor servicing solutions and support for registered funds, private funds and public plans. By combining cutting edge technology with high-touch consultative service, we deliver enterprise solutions designed to meet the individual fund administration and middle office needs of various sized buy side investment management firms.