Jonathan Koch Email and Phone Number
Jonathan Koch work email
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Jonathan Koch personal email
Vastly experienced professional seeking a new and challenging position that further utilizes my professional skills and enhances my career goals. Self-motivated and energetic, I welcome new challenges and take ownership through completion. In my current position, I am responsible for reviewing all activity related to the private equity funds my team services. I am also responsible for monthly, quarterly and annual requirements of specific funds that includes reviewing cash reconciliations, capital activity allocations, management fee calculations, financial statements and investor capital account statements. It is also my responsibility to teach new team members fund accounting basics and set obtainable professional goals to help team members achieve the professional success they are looking for.
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Senior ManagerUltimus Leverpoint Private Fund SolutionsMilwaukee, Wi, Us -
ManagerUltimus Leverpoint Private Fund Solutions Jul 2023 - Present -
Associate ManagerUltimus Leverpoint Private Fund Solutions Jul 2022 - Jul 2023 -
Assistant Vice President Alternative Investments SupervisorU.S. Bank Global Fund Services Jul 2019 - Jul 2022
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Alternative Investment Senior AdminUs Bancorp Fund Services, Llc Nov 2016 - Jul 2019Greater Milwaukee Area
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Mutual Fund Accounting Senior SpecialistNorthwestern Mutual Mar 2015 - Nov 2016Greater Milwaukee AreaEnsure net assets values are reported accuratelyReview daily, monthly, and quarterly work completed by fund accountantsTeach new employees about investments and mutual funds -
Mutual Fund Accounting SpecialistNorthwestern Mutual Oct 2013 - Mar 2015Greater Milwaukee AreaProcess trades and cash activity dailyProcess corporate actions dailyReconcile general ledger accounts monthlyComplete schedule of investments and financial reports -
Mutual Fund AccountantUmb Fund Services Oct 2011 - Oct 2013Greater Milwaukee AreaRecord security and cash transactionsDetermine cash availabilityAccount for dividends, interest, and stock splitsCalculate daily Net Asset Value and income factorsReconcile accounts at month end to ensure accuracy
Jonathan Koch Skills
Jonathan Koch Education Details
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Accounting -
Accounting
Frequently Asked Questions about Jonathan Koch
What company does Jonathan Koch work for?
Jonathan Koch works for Ultimus Leverpoint Private Fund Solutions
What is Jonathan Koch's role at the current company?
Jonathan Koch's current role is Senior Manager.
What is Jonathan Koch's email address?
Jonathan Koch's email address is jo****@****ank.com
What schools did Jonathan Koch attend?
Jonathan Koch attended University Of Wisconsin-Whitewater, University Of Wisconsin-Whitewater.
What skills is Jonathan Koch known for?
Jonathan Koch has skills like Microsoft Excel, Microsoft Office, Financial Analysis, Mutual Funds, Account Reconciliation, Microsoft Word, Powerpoint, Financial Statements, Time Management, Customer Service.
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Jonathan Koch
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