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Senior Investor Services Lead - Private Funds

Job in City of Albany, Albany, Albany County, New York, 12201, USA
Listing for: Ultimus Fund Solutions
Full Time position
Listed on 2026-08-01
Job specializations:
  • Accounting
    Financial Reporting
Salary/Wage Range or Industry Benchmark: 70000 - 100000 USD Yearly USD 70000.00 100000.00 YEAR
Job Description & How to Apply Below
Location: City of Albany

Ultimus LeverPoint Private Fund Solutions is seeking an Investor Services Senior Associate to join our team in Albany, NY. The role focuses on supporting investors, fund management, and accounting staff through data entry, document distribution, and process improvements.

The successful candidate has a bachelor’s degree in finance or related field and 3–5 years of fund administration experience, with strong Microsoft Office skills and a talent for training junior staff.

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Position Requirements
10+ Years work experience
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