+1 518 373 5500 info@leverpoint.com

Careers & Culture

A culture of collaboration, teamwork and creativity.

Career Opportunities

LeverPoint is looking for professionals who are talented and motivated people who fit our culture. LeverPoint is an industry leader in Fund Administration, with $54 billion currently under Administration . We’re committed to finding bright professional employees with strong work ethic and passion to grow. We encourage a culture where client service is the goal, hard work is expected, and a job well-done is rewarded.

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, 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.

Clifton Park, New York Office

Clifton Park, New York

Description

LeverPoint is currently seeking a Senior Tax Accountant, reporting to the Tax Director.

The Senior Tax Accountant will work closely with the Tax Associate(s) and the Tax Manager, in preparing Federal and State Income Tax Returns for Private Equity Fund and Venture Capital Fund clients.  The tax returns that are prepared are predominately partnership income tax returns.  In addition,  there will be other periodic reporting and filing obligations which clients may be subject to, such as foreign reporting and state nonresident withholding.

It is expected that the Senior Tax Accountant will have regular contact with clients regarding deliverables and other issues.  Self reading, as well as, attending in-house training sessions will be imperative to help build upon the candidate’s existing tax technical foundation.

Clifton Park, New York

Description

LeverPoint is currently seeking and IT Analyst to join our internal IT Department, reporting to the Director of IT. This entry level position will be responsible for supporting the end user computing environment at LeverPoint.

This individual will handle all support tickets, as well as quarterly compliance reviews. The IT Analyst will be actively engaged in new computer deployment, in addition to using Microsoft’s Active Directory and Exchange on a daily basis.

A fundamental piece to this position will be the constant communication with LeverPoint staff – approximately 150 individuals. The individual will be responsible for, but not limited to: maintaining and monitoring the desktop ticketing system, preparing monthly executive and compliance reporting, and configuring new employee devices. In addition, the IT Analyst will begin to develop automation tools in order to automate tasks for the entire technology department.

Clifton Park, New York

Description

LeverPoint is currently seeking a Cash / Accounts Payable (AP) Clerk to join our Management Company team, reporting to the Manager.

The individual will process AP functions including, wire payments, weekly and one-off check runs for multiple clients (companies) on the LeverPoint Management Company Team. This position will require regular interaction with clients and team members.

The ideal candidate has at least three years of accounts payable experience and knowledge of wire/ACH and check processing. Candidates must be detail-oriented and able to multi-task and meet deadlines. Experience with Microsoft Office applications (Word, Excel, and Outlook), QuickBooks, and Great Plains is a plus.

Clifton Park, New York

Description

LeverPoint is currently seeking a Senior Accountant to join our Fund Administration team.

This role is responsible for  reviewing daily cash transactions, maintaining the General Ledger for client Funds, preparing quarterly and annual Financial Statements and reporting packages and related schedules, as well as responding to client and Limited Partner/Investor requests. In addition, the individual will communicate and interact with designated clients, LeverPoint team and management members 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 professional communication, analytical, and problem-solving skills are required. Certified Public Accountants (CPA) and/or an advanced degree (MBA/MSA) preferred.

Clifton Park, New York

Description

The Accountant provides daily accounting support for Private Equity and Venture Capital fund clients. The individual will be responsible for recording daily accounting activities across multiple client Funds, which includes journal entries related to investments, capital calls, line of credit activity, distributions, client and Limited Partner report preparation, and review of cash reporting, expenses, and accruals. The individual will interact with designated clients and LeverPoint team members on a daily 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 professional communication, analytical, and problem-solving skills are required. Certified Public Accountants (CPA) and/or an advanced degree (MBA/MSA) preferred.

Clifton Park, New York

Description

LeverPoint is currently seeking a Tax Accountant who will report to the Director of Tax.

This position will prepare Federal and State Income Tax Returns for Private Equity and Venture Capital clients. Responsibilities include, but not limited to collecting necessary information in order to prepare work papers according to the firms standards, utilize tax software to prepare returns and other filings, and researching and documenting tax positions.

This position will require regular interaction with designated clients and LeverPoint team members.

Clifton Park, New York

Description

LeverPoint is currently seeking a Treasury Specialist; banking and compliance for transaction services.

The Treasury Specialist will work with the individual Fund Accounting teams in order to conduct a primary review of client transactions to ensure completeness and accuracy, while having a thorough understanding of 18+ individual online banking platforms. The individual will be responsible for, but not limited to: maintaining incoming check log and deposit processing, completing electronic approval and/or release within online banking platforms, and monitoring the KYC, OFAC and AML compliance watch lists.

The individual will work closely with the other members of the Treasury Team and will report directly to Assistant Treasury Manager. The ideal candidate will have 2-4 years experience in banking or treasury with direct exposure to payments, an extremely high attention to detail, excellent professional communication, organization and problem solving skills are required.

Denver, Colorado Office

Denver, Colorado

Description

LeverPoint is currently seeking an Accounting Manager, in our Denver Office, who will be responsible for overseeing the Fund Team and the day-to-day operations of client Funds, as well as communicating directly with the General Partners of the Funds.

This position will require regular interaction with clients, LeverPoint team members and upper management. The individual requires a mastery of complex Private Equity accounting skills, the ability to oversee the financial reporting, capital call and distribution processes, as well as the direct oversight of a team of associates. In addition, this individual will calculate and review waterfall structures, interact with auditors and assist during the audit period, and complete regulatory forms in order to comply with regulation requirements.

This position serves as a resource to members of the team, providing guidance, coaching, training and additional support as needed.

Denver, Colorado

Description

The Senior Accountant is responsible for  reviewing daily cash transactions, maintaining the General Ledger for client Funds, preparing quarterly and annual Financial Statements and reporting packages and related schedules, as well as responding to client and Limited Partner/Investor requests. In addition, the individual will communicate and interact with designated clients, LeverPoint team and management members 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 professional communication, analytical, and problem-solving skills are required. Certified Public Accountants (CPA) and/or an advanced degree (MBA/MSA) preferred.

Read what our employees have to say

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.