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Ultimus Fund Solutions

Engaged Employer

The company has long way to improve structure and management - Fund Accountant Ultimus Fund Solutions Employee Review

2.0
Sep 28, 2024
Recommend
CEO approval
Business Outlook

Pros

Remote work can be highly beneficial for individuals seeking flexible working hours and improved work-life balance.

Cons

While the company has many strengths, one of the key areas for improvement is the organizational structure. There appears to be a lack of clear direction and defined roles across various levels, from senior leadership to operational teams. In terms customer service-intensive nature of the business, there is limited technology solution to support customers request, This creates an environment where employees are often engaged in low-value tasks, limiting opportunities to develop more substantial skills and knowledge. Over the long term, this can lead to frustration and the feeling of being stuck in a role without clear prospects for growth or advancement

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Ultimus Fund Solutions Response
1y
Thank you for providing your feedback. At Ultimus, we believe work-life balance is important and we offer a variety of options for our associates, including in office, hybrid and remote roles within the organization. Each role within Ultimus has a clear and defined Career Path and we encourage all associates to discuss their desired growth and goals with their manager. We ask each associate to work with their manager to set challenging annual goals. Additionally, we offer a robust in-house training and development program, created to support the desired upward mobility of each associate. We encourage you to reach out to your manager or to HR to discuss your concerns, as we feel we can promptly address them with you and help you find more enjoyment in your role. We appreciate the time you spent providing this feedback and if you should have any questions or concerns, please do not hesitate to contact HR@UltimusFundSolutions.com

Explore other reviews about Ultimus Fund Solutions

5.0
Oct 8, 2025
Recommend
CEO approval
Business Outlook

Pros

I really enjoyed working at Ultimus Fund Solutions.

Cons

There was no process documentation. Everything is word of mouth.

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Ultimus Fund Solutions Response
3mo
Thank you for your feedback. We are pleased to hear that you enjoyed working at Ultimus. We value our associates and our culture, and we remain committed to continuously strengthening both. Regarding processes, we encourage our teams to regularly review and update them as we adapt to change, and will be sure to forward your valuable feedback to the managerial teams. We appreciate you taking the time to share your feedback. If you have any questions or additional concerns, please do not hesitate to contact us at HR@UltimusFundSolutions.com.
4.0
Mar 12, 2026
Recommend
CEO approval
Business Outlook

Pros

Great culture, advancement opportunities, and nice pto package

Cons

Work a lot of hours

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Ultimus Fund Solutions Response
3w
Thank you for sharing your feedback. We’re pleased to hear that you value our culture, advancement opportunities, and PTO offerings, these are areas we intentionally invest in to support our associates’ well being and career growth. In terms of hours worked, as we are an accounting-focused firm in the client service business, we are at times faced with unexpected requests which require additional hours, but in comparison to public accounting or similar work, we do not have mandatory weekends or set mandatory busy season hours. We appreciate the time you spent providing this feedback and if you should have any questions or concerns, please do not hesitate to contact HR@Ultimusfundsolutions.com
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