Browse Jobs
Browse fresh roles from company career pages, then filter by keyword, location, salary, skills, remote scope, and more. Each listing links back to the employer-controlled apply path when available.
39 jobs match your filters
1mo
AVP, Fund Compliance - Mutual Funds
Ultimus LeverPoint Private Fund Solutions
SUMMARY The AVP, Fund Compliance coordinates daily, monthly, and quarterly compliance workflows, including the implementation, monitoring, and testing of new and existing policies and procedures, as well as the maintenance of regulatory records for Ultimus Fund Solutions (UFS) cl
Columbus, OH, US
remote
1mo
Shareholder Services Specialist II
Ultimus LeverPoint Private Fund Solutions
SUMMARY The Shareholder Services Specialist II is responsible for providing various contact center and transfer agency functions. This role requires in-depth mutual fund knowledge and will interact directly with shareholders, financial representatives, team members, and managemen
Milwaukee, WI, US
remote
2mo
Business Systems Analyst
Ultimus LeverPoint Private Fund Solutions
SUMMARY The Business Systems Analyst is responsible for supporting and administering transfer agent system functions, with an emphasis on data optimization, reporting, and process improvement. This role partners across Transfer Agency teams to maintain core recordkeeping operatio
Denver , CO, US
remote
2mo
VP, Legal Counsel
Ultimus LeverPoint Private Fund Solutions
SUMMARY The VP, Legal Counsel is responsible for providing a prominent level of legal administration services to address the needs of multiple clients. KEY ACCOUNTABILITIES SPECIFIC CLIENT TASKS AND RELATIONSHIPS Supervises the preparation of (or, if appropriate, prepares) cli
Columbus, OH, US
remote
2mo
Associate Legal Administrator
Ultimus LeverPoint Private Fund Solutions
SUMMARY The Associate Legal Administrator performs general administrative and clerical duties in support of the Legal Administration Department. Additionally, this role may participate in the preparation and distribution of board materials and regulatory filings. KEY ACCOUNTABI
Cincinnati, OH, US
remote
2mo
Paralegal I
Ultimus LeverPoint Private Fund Solutions
SUMMARY The Paralegal I is responsible for performing general administrative and clerical duties in support of the Legal Administration Department. Additionally, this role may participate in the preparation and distribution of board materials and regulatory filings. KEY ACCOUNT
Hauppauge, NY, US
onsite
2mo
Paralegal II
Ultimus LeverPoint Private Fund Solutions
SUMMARY The Paralegal II is responsible for performing general administrative and clerical duties in support of the Legal Administration Department. Additionally, this role may participate in the preparation and distribution of board materials and regulatory filings. KEY ACCOUN
Cincinnati, OH, US
remote
2mo
Fund Accountant I
Ultimus LeverPoint Private Fund Solutions
SUMMARY The Fund Accountant I is responsible for performing various fund valuation processes for the calculation of the net asset valuations (NAV’s) of an assigned set of mutual funds or investment products. KEY ACCOUNTABILITIES Updates, analyzes, and reconciles all security t
Columbus, OH, US
remote
3mo
Regulatory Reporting Specialist
Ultimus LeverPoint Private Fund Solutions
SUMMARY The Regulatory Reporting Specialist is responsible for processing and reconciling mutual fund tax reporting, monitoring reporting outputs, and overseeing shareholder accounts to ensure the accurate identification and escheatment of abandoned property. Additionally, this r
Columbus, OH, US
remote
3mo
Senior Oversight Specialist
Ultimus LeverPoint Private Fund Solutions
SUMMARY The Senior Oversight Specialist is responsible for ensuring the organization’s compliance with all applicable anti-money laundering (AML) laws and regulations. Additionally, this role involves monitoring, analyzing, and reporting on AML data such as identifying suspicious
Columbus, OH, US
remote
3mo
Business Systems Analyst
Ultimus LeverPoint Private Fund Solutions
SUMMARY The Business Systems Analyst is responsible for supporting and administering transfer agent system functions, with an emphasis on specific output or services. KEY ACCOUNTABILITIES SYSTEM SUPPORT Documents client requirements and maintains shareholder recordkeeping syst
Columbus, OH, US
remote
3mo
Senior Data Analytics Engineer
Ultimus LeverPoint Private Fund Solutions
SUMMARY The Senior Data Analytics Engineer is responsible for developing and maintaining analytical models, dashboards, and data products that surface meaningful intelligence across the organization. Additionally, this role partners closely with application development, data engi
Remote
remote
3mo
Associate Financial Administrator II
Ultimus LeverPoint Private Fund Solutions
SUMMARY The Associate Financial Administrator II plays a key role in preparing and filing quarterly mutual fund reports and analyzing fund performance, expense budgeting, and board reporting for mutual funds, ETFs, and other investment products. KEY ACCOUNTABILITIES Prepares q
Denver , CO, US
remote
3mo
Tax Administrator I
Ultimus LeverPoint Private Fund Solutions
SUMMARY The Tax Administrator I is responsible for performing mutual fund regulatory and tax reporting functions in a manner that ensures fund objectives are met for the clients of Ultimus Fund Solutions. KEY ACCOUNTABILITIES TAX PREPARATIONS Prepares estimated year-end income
Columbus, OH, US
remote