NYALT Episode 107
The Investment Table: Lunchtime Webinar | PE – Back Office Functions and value add
Enjoy a timely discussion between Andrew Jones, Managing Director, Ultimus Leverpoint and Jason Eisman, Assistant Vice President, HUB International Northeast.
Featured Guests
Jason Eisman
Assistant Vice President & Insurance Advisor, Hub International
With over eight years advising financial institutions and real estate clients, Jason Eisman is a CAIA charter holder and former Morgan Stanley banker. Known for actionable risk management and audit strategies, he blends regulatory insight with a creative approach to protecting assets and growing operational value. Connect on LinkedIn: Jason Eisman.
Andrew Jones
Managing Director, Ultimus LeverPoint Private Fund Solutions
For two decades, Andrew Jones has driven business development and operational transformation for one of the country’s largest fund administrators. His leadership in scalable systems, hybrid service models, and institutional readiness sets industry standards from private equity to hybrid funds. Connect on LinkedIn: Andrew Jones.
Key Insights From This Episode
The Back Office as Backbone
Private equity’s operational and compliance engine is vital for transparency, regulatory readiness, and accurate fund activity—supporting institutional growth at every stage.
Big vs. Small: Structure and Agility
Large firms anchor their back offices in custom enterprise platforms and deep internal teams. Smaller firms gain flexibility with leaner, outsourced, or co-sourced models for cost efficiency and fast scaling.
The Co-Sourcing Advantage
Hybrid service lets funds retain hands-on data and tech control while scaling expertise for growth. Co-sourcing means real-time capacity, reduced overhead, and a modern playbook for fund operations.
Tech & AI: Automating for Excellence
Cloud-based platforms, APIs, and automation eliminate manual errors, deliver 24/7 data access, and empower leaders to redeploy human capital to higher-value work—without risking core controls.
Mitigating Operational Risks
Cybersecurity, compliance, and process audits are non-negotiable. Strong multi-factor authentication, partner due diligence, and documented controls are the shield against evolving threats.
Driving Growth and Investor Trust
The back office builds investor confidence, streamlines transparency, and supports scalable capital raises. It’s now impossible to win and retain institutional mandates without robust operational systems.
Access the Full Conversation & Download the Insights Deck
Dive deeper with the full panel conversation, plus a downloadable PDF insights deck for building a future-proof back office architecture and growing your firm’s confidence.
Soundbites Worth Saving
“The biggest misconception about the back office is that it's just administrative. In reality, it’s a strategic partner driving growth and investor trust.”
— Andrew Jones
“Cybersecurity isn’t optional—with AI and tech, every firm must double down to protect data and investor relationships.”
— Jason Eisman
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