senior accountant

staff accountant

associate manager

manager

senior fund accountant

Ultimus Fund Solutions, LLC

What is the best part of working at the company?
I had 25 years experience with the platform they used so the training went fast. I like the uSuites automation. It made the daily work much easier. I enjoyed my staff. 

What is the most stressful part about working at the company?
I felt the manager I worked under didn’t train me the best on some task. The manager left out alot of important stuff. I also felt you couldn’t make a mistake. Even it wasn’t material to the funds

What is the work environment and culture like at the company?
Work environment was very professional. It was a team atmosphere. We all know that the goal is to satisfy the clients. 

What is a typical day like for you at the company?
I start out editing XCeptor cash and asset recs for my team. Then I review them in Control Center. Control Center has all the daily work saved in it by the accountant. We use uSuites applications for prelims and finals so that we can realease and accurate NAV to the public.

 No work-life balance, as excessive workloads and unrealistic expectations have become the norm. The management team often displays incompetence and hostility, creating a climate of fear rather than collaboration. Constructive feedback is discouraged, and employees who raise valid concerns are often dismissed or retaliated against.

Each month, new graduates are hired, only to leave soon after due to the same issues. This has created a “turn-and-burn” culture, where staff are treated as disposable rather than valued. The result is constant disruption, loss of knowledge, and declining morale.



What is the best part of working at the company?
Positions are for remote work and technical work is great.

What is the most stressful part about working at the company?
They double or triple the work load from what they said in the interview.

What is the work environment and culture like at the company?
They work on making things better 

What is a typical day like for you at the company?
Work on 5-8 clients a day. Review 6 email in boxes and 2 team chats

This place has gone down hill. Compensation is garbage. There is no work/life balance. It is a revolving door of employees. Once someone gets trained they leave and it is a vicious cycle. Sometimes it feels like the higher ups just do not care about the peons. The ones that work hard to keep the clients. They need to work harder at trying to keep people than hiring new employees. Nothing is going to get better unless they invest in their people. Try harder ULPFS. 

What is the best part of working at the company?
The company offers remote working opportunities and a generous PTO package.

What is the most stressful part about working at the company?
High level management seems out of touch with the day to day operations of the departments. The company is not proactive about hiring ahead of large client conversions and leaves teams scrambling to cover excess amounts of additional work.

Was terminated from here due to performance issues that result from a learning disability. I never disclosed that I had it which was definitely my mistake unfortunately, but with this company I don’t think it would have even changed anything anyways. Overall just not a good place, training is not great, benefits were absolutely terrible. Also is a revolving door of employees no one stays long at all. 

What is the best part of working at the company?
The People Philadelphia pay work

What is the most stressful part about working at the company?
Septa public transportation  deadlines 

What is the work environment and culture like at the company?
Nice friendly comfortable rekax

What is a typical day like for you at the company?
Beautiful relaxing inspirational musical stylist

I really enjoyed my team and the type of work we did was very interesting, but the clients had final say over everything which meant many long nights with zero push back. We were always "encouraged" to set boundaries with our clients, but as soon as we did upper management would back pedal and tell us to just do whatever they wanted.

Ultimus management, over the past few years, has done so much right to grow the business and go up-market.  There is a strong service culture and some great talent.

Top Job Titles	Average Salary
Senior accountant 99 salaries reported	$82,237 per year
Staff accountant 55 salaries reported	$64,132 per year
Associate manager 83 salaries reported	$105,873 per year
Manager 48 salaries reported	$121,250 per year
Senior fund accountant 7 salaries reported	$82,500 per year

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