+1 518 373 5500 info@leverpoint.com

Careers & Culture

A culture of collaboration, teamwork and creativity.

Company Culture

We are a dedicated group of vibrant and diverse professionals who are passionate about our work and are driven to cultivate a culture of trust with our clients, and our colleagues.

LeverPoint takes pride in delivering a modernized partnership approach, backed by years of industry expertise. We value collaboration, teamwork and creativity; it is by utilizing this combination that we achieve the best possible outcome for our clients.

We support the entrepreneurial spirit, encouraging each employee to take personal ownership and accountability for their work. Our management team encourages all team members to contribute ideas to enhance each process and solution. Programs, such as education reimbursement and community involvement, add to our culture of inclusion. All of this allows us to deliver consistent service, have low turnover, and retain an experienced professional staff.

We reward our loyal employees with a great benefits package, company events and outings to say “thank you for your work.” We also take the time to appreciate all we have by giving back to the community through our Corporate Citizenship program. We partner with organizations such as Habitat for Humanity and Captain Youth and Family Services of Saratoga County. We also adopt families for the holidays, in order to engage ourselves in the community to support and give back.

If you are interested in becoming part of the LeverPoint team, explore our current openings below.

Upcoming Events

LeverPoint’s 10th Anniversary
August 17, 2017
Clifton Park, New York

 

Fall Health & Wellness Fair
October 2017
Clifton Park, New York (office)

Read what our employees have to say

Career Opportunities

Clifton Park, New York

Description

The Business Development and Marketing Assistant will provide support in order to maximize sales earnings, profitability and maintain a positive and professional brand to potential and existing clients. The individual in this position will work closely with the Business Development and Marketing Team to support the necessary preparation and development of documents and tasks such as proposal and contract revisions, preparing client deliverables, scheduling calls and in-person meetings, and corresponding with potential and existing clients as needed.

Responsibilities

  • Responsible for prioritizing and managing prospecting for new business leads by: Conducts research to identify new business leads by utilizing the Preqin database, industry publications and daily news briefs. Identifies new clients to cold call. Sends daily marketing emails to identified potential leads.
  • Supports the Business Development Team in all stages of the sales process, including: Coordinates various client marketing distribution, mailings and other client communication. Schedules meetings; prepares meeting materials and notes, and facilitates follow-up tasks as appropriate.
  • Assists in creation of non-disclosure agreements, fee proposals and administration agreements. Provides regular weekly updates during Business Development meetings regarding contract and fiscal status. Assist and organize presentations and meeting agendas. Updates CRM database on a daily basis.
  • Research and identify quality industry conferences and events for Business Development and Marketing to attend. Works on a variety of promotional logistics including registration and event organization (scheduling and shipping materials, collateral needs and premium ordering) – May include client events. Responsible for tracking all invoices and expense against budget. All other duties as assigned by the Business Development Team.

Qualifications

  • Minimum of a Bachelor’s Degree in Business Administration, Marketing or related field.
  • 0 – 2 years’ experience in the marketing field, business field or other large firm with multiple concurrent projects.
  • High proficiency in Microsoft Excel, Word, Outlook and PowerPoint and web-based applications are required.
  • Basic knowledge of CRM software a plus; Salesforce.
  • Self-direction, tact, diplomacy and a clear, courteous and professional manner required with dealing with employees and clients.
  • Effective time management skills and the ability to work in a fast-paced environment and handle multiple priorities and deadlines.
  • Ability to effectively communicate through written and oral communication, and the ability to work well within a team environment. Strong organizational skills, with excellent attention to detail.

Clifton Park, New York

Description

The Accountant provides daily accounting support for Private Equity and Venture Capital fund clients. He or she will be responsible for recording daily accounting activities across multiple funds, which includes journal entries related to investments, capital calls, line of credit activity, distributions, client report preparation, and/or review of cash reporting, expenses, and accruals. The Accountant will interact with clients and team members on a regular basis.

The ideal candidate has a Bachelor’s degree in Accounting, Finance, or a related field and some experience in a similar role. Candidates must be highly organized and detail-oriented and proficient with Microsoft Office, QuickBooks, and ADP software. Strong communication, analytical, and problem-solving skills are required. Certified Public Accountants (CPA) and/or an advanced degree (MBA/MSA) preferred.

Responsibilities

  • Records daily journal entries and reviews cash reporting
  • Helps prepare quarterly and annual reporting packages for management approval
  • Helps prepare quarterly and annual financial statements for management approval
  • Prepares capital calls and distributions for management approval
  • Coordinates the delivery of capital call and distributions notices to clients and the investors
  • Prepares and reviews correspondence with client investors to address inquires as needed
  • Coordinates and completes special projects as directed by management
  • Performs other duties as assigned

Qualifications

  • Bachelor’s degree in Accounting, Finance, or a related field required; CPA license or advanced degree (MBA or MSA) preferred
  • 0 – 3 years of experience in Accounting, Finance, or a related field preferred
  • Proficient in Microsoft Office, QuickBooks, and ADP
  • Excellent communication, time management, planning, and problem solving skills and the ability to multitask required
  • Must be able to communicate and interact professionally and effectively through written and verbal communication with current and potential clients
  • Strong organizational skills with excellent attention to detail
  • Must be able to work in a fast-paced environment and handle multiple priorities and deadlines
  • Knowledge of Investran or other partnership accounting software a plus

Denver, Colorado

Description

The Manager of the Fund Team is responsible for overseeing the day-to-day operations of client Funds, and will 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 positions serves as a resources to other members of the team, providing guidance, coaching, training and additional support as needed.

Responsibilities

  • Oversee the preparation and distribution of quarterly financial statements to the Limited Partners to report information regarding the performance of the Fund;
  • Oversee the preparation of schedules to support the general ledger balances reported in the financial statements;
  • Calculate, prepare, and distribute capital call notices to the Limited Partners to notify them when contributions are due;
  • Understand and interpret terms set forth within the Limited Partnership Agreement;
  • Calculate and review complex waterfall structures;
  • Complete required regulatory forms to ensure the Fund complies with specific regulation requirements;
  • Calculate and distribute proceeds to Limited Partners to return capital owed to them;
  • Communicate directly with the General Partners and respond promptly to their requests to provide them with the information they require;
  • Review investment packages to confirm the securities purchased are wired to the correct beneficiary and are for the appropriate amounts;
  • Calculate management fees owed to the Management Company for the investment and portfolio management services they provide to the Fund;
  • Interact with auditors and provide them with reports/support to assist them during the audit;
  • Complete audit confirmations to satisfy procedures performed for the audits of the Limited Partners;
  • Ability to multi-task between different tasks, client deliverables and internal demands throughout the day;
  • Provide supervision, guidance and coaching to the team, including regular training support as needed;
  • Continually update job knowledge by participating in educational opportunities; internal company and team trainings; maintains personal networks; participates in professional development opportunities and;
  • Additional duties as assigned by management
  • Advanced Responsibilities:
    • Demonstrate mastery of technical skillset including use of Excel and other software utilized by the Fund Team;
    • Demonstrate mastery of subject matter when advising clients on various client questions or concerns;
    • Consistent resource for other team members with regard to technical questions or questions pertaining to team processes and procedures;
    • Conduct ongoing team trainings while providing input as to the continued training opportunities at a global-company level;
    • Provide daily leadership across the team and the organization.

Knowledge and Skills

  • Sound knowledge of accounting principles, methods, procedures, internal controls with the ability to exercise good judgement in selecting and interpreting information;
  • Excellent client service skills with an aptitude to understand the clients’ business and maintain strong client relationships;
  • Dedication and motivation to achieve high standards of client service and professional in the performance of duties;
  • Ability to organize and prioritize work, assisting in the coordination of the work of other team members;
  • Advanced computer and technical skills, including the use of MS Office Suite and other financial systems;
  • Ability to effectively provide team members and others with information, training and assistance as needed;
  • Ability to understand and carry out complex accounting procedures and analysis; preparation of work papers; general knowledge of financial reporting;
  • Demonstrate sound research, interpretive and problem solving abilities.

Physical and Other Requirements

  • Regularly scheduled office hours are Monday through Friday, 8am – 5pm. At times, as business needs arise and employees are required and agree to work beyond their normal work day or work week to fulfill the accountabilities required for their job.
  • The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to sit and stand; The employee must occasionally lift and/or move up to 10lbs and; Specific vision abilities are required within this position.
  • Occasional travel (approximately 10% or less) may be required in this position.
  • Reasonable accommodations may be made to enable employees to perform the essential functions.

Qualifications

  • 5 – 7+ years’ (relevant) experience in Accounting or related field;
  • 5 – 7+ years’ supervisory experience in the following: performance management (including coaching, progressive discipline, performance review delivery etc.), training, talent acquisition and retention;
  • Minimum of a Bachelor’s Degree in Accounting or related field;
  • Advanced degree (MBA or MSA) in Accounting or related field strongly preferred;
  • Certified Public Accountant (CPA) license is strongly preferred;
  • Experience in forecasting and budgeting during an accelerated growth period;
  • Proficient in Microsoft Office Suite with knowledge of Investran or other partnership accounting software a plus;
  • Ability to multitask, time management, attention to detail, planning and problem solving skills required;
  • Ability to communicate and interact professionally and effectively through written and oral communication with current and potential clients and;
  • Ability to work in a fast-paced environment and handle/manage multiple team and individual priorities and deadlines.

Clifton Park, New York

Description

The entry level IT Analyst will be responsible for the support of the end user computing environment at LeverPoint. This will consist of handling all support tickets as well as quarterly compliance reviews. The IT Analyst will be actively engaged in new computer deployment, as well as using Microsoft’s Active Directory and Exchange on a daily basis. Inherent to the position will be the constant communication with LeverPoint staff (~150 people) regarding support tickets, requests, and anything technology related. The IT Analyst will begin to automate tasks for the entire technology department by developing automation tools.

Responsibilities

  • Maintains and monitors desktop ticketing system.
  • Helps prepare quarterly and annual reporting packages for management approval
  • Maintains IT asset list including all monitors, laptops, phones etc.
  • Helps prepare quarterly and annual financial statements for management approval
  • Opens tickets with 3rd party vendors as necessary.
  • Provides desktop support for all LeverPoint applications, MS Office, Bill Quick, QuickBooks, etc.
  • Creates quarterly compliance reports.
  • Create and present quarterly executive reporting.
  • Manages permissions across the LeverPoint production domain.
  • Configures all devices for new hires.
  • Create and configure all email boxes on Exchange server.
  • Create scripts to automate quarter end compliance process.
  • Automate repetitive task within the technology department.
  • Create custom tools to enable IT to function with higher efficiency.

Qualifications

  • Associate’s Degree in Computer Information Systems or similar field.
  • Ability to work in a fast-paced environment and handle multiple priorities and deadlines accordingly.
  • Ability to work independently and as part of a team.
  • Excellent communication, time management, planning, and problem solving skills and the ability to multitask required.
  • Strong organizational skills with excellent attention to detail.
  • Ability to communicate and interact professionally and effectively through written and oral communication with all levels of LPM employees.
  • Strong organizational skills with excellent attention to detail.
  • 1-2 years of desk-side support or related work experience preferred.
  • A+, MCP, Dell or other industry identified certifications are preferred.
  • Scripting and data base knowledge is a plus.

Clifton Park, New York

Description

The Administrative Assistant (Part Time) – File Clerk is responsible for assisting in administrative support for multiple teams including scanning and filing (both electronically and manually).

Responsibilities

  • Scan, verify and upload documents into database with both electronic and hard copy filing;
  • Maintenance of hard copy and electronic filing systems;
  • Retrieving records and work files as requested by teams;
  • Assist with annual file transfer project;
  • Communicate with necessary team members to clarify questions or concerns;
  • Communicate concerns or obstacles effectively and promptly to manager;
  • Maintain confidentiality of all corporate and client matters;
  • Continually updates job knowledge by participating in educational opportunities; internal company and team trainings; maintains personal networks; participates in professional development opportunities and;
  • Completion of special projects as required;
  • Additional duties as assigned by management.

Qualifications

  • 0 – 2 years’ experience in the administrative field preferred;
  • Minimum High School Diploma or GED with educational certificate or further education in administration preferred;
  • Proficient in Microsoft Office Suite with experience utilizing scanning devices preferred;
  • Ability to communicate and interact professionally and effectively through written and oral communication with current and potential clients;
  • Ability to multitask, time management, attention to detail, planning and problem-solving skills required;
  • Ability to work in a fast-paced environment and handle multiple priorities and deadlines.
  • The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job: (Reasonable accommodations may be made to enable employees to perform the essential functions.)
    • The employee is regularly required to sit and stand;
    • The employee must occasionally lift and/or move up to 10lbs and;
    • Specific vision abilities are required within this position.

Regularly scheduled office hours are Monday through Friday, 8am – 5pm.  At times, as business needs arise and employees are required and agree to work beyond their normal work day or work week to fulfill the accountabilities required for their job.

Clifton Park, New York

Description

The Investor Services Staff is responsible for the data entry of investor information during the initial client onboarding process or when updates are received through various channels. Candidates must be client-oriented and technologically savvy. In this position the individual should demonstrate initiative and strong attention to detail, and must have excellent time management skills in order to handle multiple projects simultaneously. In addition to the daily responsibilities associated with this position, the Investor Services Staff is responsible for assisting other team members as required.

Responsibilities

  • Client onboarding including data entry and document review
  • Investor record keeping including the database maintenance, running client reports and processing updates
  • Creating, editing and formatting PDF files using Adobe Acrobat
  • Processing large volume mailings through electronic and/or hard copy methods while providing assistance with tracking, associated communications and necessary follow-up.
  • Managing various projects from start to finish using Microsoft software and other firm systems or web based applications while working with others to ensure quality and timely completion
  • Document copying, scanning and filing, as required

Qualifications

  • Minimum of an Associate’s Degree in Business Administration or related field
  • 1-3 years of experience in an Administrative role or related field preferred
  • High proficiency in Microsoft Word, PowerPoint, Excel, Acrobat Adobe, Outlook, and web-based applications are required
  • Detail oriented with exceptional organizational, time management, and analytical skills
  • Ability to function in high stress situations attributed to tight deadlines and multiple client needs or team needs
  • Ability to work in a fast-paced environment and handle multiple priorities and deadlines
  • Ability to communicate and interact professionally and effectively through written and oral communication with current and potential clients
  • Ability to work both independently, prioritizing and multi-tasking, as well as working collaboratively in a team environment

Clifton Park, New York

Description

The Senior Accountant role is responsible for leading and supporting key functional areas within LeverPoint’s corporate finance department. This role will drive the day-to-day maintenance of the general ledger and financial reporting for a fast growing 140-person organization projected to double in size over the next 4 years through internal growth and acquisitions. The Senior Accountant will to assume a leadership role in financial planning and forecasting through active engagement with department managers throughout the company. The Senior Accountant will need to have not only outstanding analytical and accounting skills, but also be a problem solver who is able to see the big picture and present information in a clear, concise manner.

Responsibilities

  • Perform month end closing process and financial statement preparation, including account reconciliations, workbook and support schedule preparation, analysis of variances, and detailed review to ensure accuracy
  • Support preparation of monthly board of director financial reporting package and quarterly bank reporting package
  • Responsible for all aspects of General Ledger accounting for revenue, including quarterly client invoicing and accounts receivable. Requirements include development and maintenance of client contract fee calculation workbooks, calculation of hourly billings for selected clients, deferred revenue and accruals general ledger recording, client billable expenses, and timely accounts receivable collections
  • Support external, annual financial audit and tax preparation process for multi-office organization
  • Responsible for maintaining and reporting client contractual, annualized revenue run-rates across all business segments including fund administration, management company, and tax
  • Responsible for development of annual, bottoms-up SG&A Plan through close collaboration with department Managers, including Forecast vs Plan maintenance and monthly reporting
  • Responsible for monthly department Actual vs Plan and Actual vs Forecast reporting, including variance assessment and forecast maintenance, through close collaboration with department Managers. Identify areas for cost reduction opportunities
  • Responsible for maintaining rolling 12-month cash forecast
  • Responsible for oversight of expiring vendor contracts and proactive approach to renew or renegotiate terms
  • Coordinates and completes special projects as directed by management
  • Ensure compliance with company financial policies and procedures
  • Collaborate with coworkers and Management to ensure timely completion of deliverables
  • Coordinate and complete special projects and analysis as determined by management
  • Identifies opportunities for improvement and makes constructive suggestions for change
  • Maintains professional and technical knowledge
  • Successfully executes other duties as assigned

Qualifications

  • Bachelor’s degree in Accounting or Finance required; Master’s degree preferred
  • CPA license or active pursuit of CPA license preferred
  • 5-7+ years of relevant experience in Accounting or Finance role required
  • Demonstrated understanding of GAAP accounting methodologies and principles required
  • Ability to communicate and interact professionally and effectively through written and oral communication with clients and coworkers.
  • Demonstrated proficiency in QuickBooks required
  • Ability to communicate and interact professionally and effectively through written and oral communication with clients and coworkers
  • Advanced skills in Excel with knowledge of spreadsheet functionality including v-look-up, pivot tables, charts, graphing and macros highly considered
  • Ability to prioritize multiple/concurrent tasks, to solve problems, and to meet deadlines in a fast-paced and dynamic environment with minimal supervision is required
  • Must be a self-starter and possess the ability to work in a team environment
  • Strong organizational skills with excellent attention to detail required
  • Effective and professional verbal, written, and interpersonal skills are required
  • Demonstrated ability to analyze financial data and present clear, concise, and comprehensive reports is required

Clifton Park, New York

Description

The Accountant provides daily accounting support for Private Equity and Venture Capital fund clients. He or she will be responsible for recording daily accounting activities across multiple funds, which includes journal entries related to investments, capital calls, line of credit activity, distributions, client report preparation, and/or review of cash reporting, expenses, and accruals. The Accountant will interact with clients and team members on a regular basis.

The ideal candidate has a Bachelor’s degree in Accounting, Finance, or a related field and some experience in a similar role. Candidates must be highly organized and detail-oriented and proficient with Microsoft Office, QuickBooks, and ADP software. Strong communication, analytical, and problem-solving skills are required. Certified Public Accountants (CPA) and/or an advanced degree (MBA/MSA) preferred.

Responsibilities

  • Records daily journal entries and reviews cash reporting
  • Helps prepare quarterly and annual reporting packages for management approval
  • Helps prepare quarterly and annual financial statements for management approval
  • Prepares capital calls and distributions for management approval
  • Coordinates the delivery of capital call and distributions notices to clients and the investors
  • Prepares and reviews correspondence with client investors to address inquires as needed
  • Coordinates and completes special projects as directed by management
  • Performs other duties as assigned

Qualifications

  • Bachelor’s degree in Accounting, Finance, or a related field required; CPA license or advanced degree (MBA or MSA) preferred
  • 0 – 3 years of experience in Accounting, Finance, or a related field preferred
  • Proficient in Microsoft Office, QuickBooks, and ADP
  • Excellent communication, time management, planning, and problem solving skills and the ability to multitask required
  • Must be able to communicate and interact professionally and effectively through written and verbal communication with current and potential clients
  • Strong organizational skills with excellent attention to detail
  • Must be able to work in a fast-paced environment and handle multiple priorities and deadlines

Clifton Park, New York

Description

The Senior Accountant is responsible for reviewing daily cash transactions, maintaining the general ledger for client funds, preparing quarterly financial statements and related schedules, and responding to client and investor requests. He or she will interact with clients, team members, and management on a regular basis.

The ideal candidate has a Bachelor’s degree in Accounting, Finance, or a related field and at least three years of experience in a similar role. Candidates must be highly organized and detail-oriented and proficient with Microsoft Office, QuickBooks, and ADP software. Strong communication, analytical, and problem-solving skills are required. Certified Public Accountants (CPA) and/or an advanced degree (MBA/MSA) preferred.

Responsibilities

  • Prepares and/or reviews quarterly and annual reporting packages prior to management approval
  • Prepares and/or reviews quarterly and annual financial statements prior to management approval
  • Prepares and/or reviews capital calls and distributions prior to management approval
  • Coordinates the delivery of capital call and distributions notices to clients and the investors
  • Prepares and reviews correspondence with client investors to address inquires as needed
  • Communicates with clients to establish deadlines for quarterly and annual deliverables in accordance with clients’ LPA requirements
  • Reviews all team wires/transfers prior to treasury approval and sign off
  • Helps develop and train new team members as required
  • Coordinates and completes special projects as directed by client request
  • Performs other duties as assigned

Qualifications

  • Bachelor’s degree in Accounting, Finance, or a related field required; CPA license or advanced degree (MBA or MSA) preferred
  • 3 – 5 years of experience in Accounting, Finance, or a related field preferred
  • Proficient in Microsoft Office
  • Excellent communication, time management, planning, and problem solving skills and the ability to multitask required
  • Must be able to communicate and interact professionally and effectively through written and verbal communication with current and potential clients
  • Strong organizational skills with excellent attention to detail
  • Must be able to work in a fast-paced environment and handle multiple priorities and deadlines

Clifton Park, New York

Description

The Accountant provides daily accounting support for Private Equity and Venture Capital fund clients. He or she will be responsible for recording daily accounting activities across multiple funds, which includes journal entries related to investments, capital calls, line of credit activity, distributions, client report preparation, and/or review of cash reporting, expenses, and accruals. The Accountant will interact with clients and team members on a regular basis.

Responsibilities

  • Records daily journal entries and reviews cash reporting
  • Helps prepare quarterly and annual reporting packages for management approval
  • Helps prepare quarterly and annual financial statements for management approval
  • Prepares capital calls and distributions for management approval
  • Coordinates the delivery of capital call and distributions notices to clients and the investors
  • Prepares and reviews correspondence with client investors to address inquires as needed
  • Coordinates and completes special projects as directed by management
  • Performs other duties as assigned

Qualifications

  • Bachelor’s degree in Accounting, Finance, or a related field required; CPA license or advanced degree (MBA or MSA) preferred
  • 0 – 3 years of experience in Accounting, Finance, or a related field preferred
  • Proficient in Microsoft Office
  • Excellent communication, time management, planning, and problem solving skills and the ability to multitask required
  • Must be able to communicate and interact professionally and effectively through written and verbal communication with current and potential clients
  • Strong organizational skills with excellent attention to detail
  • Must be able to work in a fast-paced environment and handle multiple priorities and deadlines

Clifton Park, New York

Description

We are currently looking for qualified candidates to fill internship opportunities with our teams. LeverPoint’s Internship Program offers interns the opportunity to participate in various Accountant and Senior Accountant responsibilities, which includes shadowing team members, sitting in on team meetings, and other related experiences that will help candidates gain a full understanding of the organization and private equity. In addition, interns will help with daily cash, journal entries, and various team projects.

Responsibilities

  • Shadows team members
  • Sits in on team meetings, and participates in other experiences to gain a full understanding of the organization and private equity
  • Helps with daily cash, journal entries, and various team projects
  • Performs other duties as assigned

Qualifications

  • Actively persuing a BS or MS student with a degree in Accounting, Finance, or a related field
  • Proficient in Microsoft Office
  • Excellent time management and problem solving skills and the ability to multitask required
  • Must be able to communicate and interact professionally and effectively through written and verbal communication

Benefits

  • LeverPoint Internship opportunities are paid
  • Flexible Schedule, depending on Availability
  • Participation in community service hours available
  • Excellent advancement opportunities with FT positions available
  • Eligible for participation in the LPM recruiting referral bonus program
  • Formal On-the-Job Training Program and participation in our development training program