Investor Services Analyst II - Alternative Investments
The Alternative Investments Investor Servicing Team supports the Fund Accounting function by servicing all current investors and assisting with the onboarding process for new investors. This team provides a high level of support for our largest clients and streamlines the processes around investor contact, investor reporting, and document preparation.
As the Investor Services Analyst I, you will support UMB by acting as the first point of contact for our largest investors. This position handles all inquiries, mailings, and subscription documents, and is instrumental in allowing our Fund Accountants to focus on the accounting duties. This team structure enables us to be more efficient and allows for easy grow in our client base. In this role you will have the opportunity to grow professionally, learning more complex tasks and software capabilities, increasing client contact, and ultimately training and reviewing peer’s work.
Working in the Investor Servicing Team at UMB can be fun, challenging, and very team oriented. We perform at a high level for our clients and believe that relationships both internally and externally are key to UMB’s success. There are deadlines we rally around as a team and we rely on our shared expertise to accomplish our goals. We ensure each associate is cared for and has the resources they need to excel. Our team enjoys being part of a work family and many of our associates get together for intermural sports and various community service projects throughout the year.
How you’ll spend your time:
• You will operate Excel and UMB Systems to create investor reporting to share with client investors.
• You will process and review investor subscription documents to ensure accuracy and completeness.
• You will communicate with investors through e-mail and phone to ensure inquiries are answered.
• You will partner with internal Fund Accounting team to support the client investors
We’re excited to talk with you if:
• You have a high school diploma or equivalent
• You have clerical experience in a financial services environment
• Ops Specialist 1 candidates who exceed qualifications may be considered for the position(s) of an Ops Specialist 2 or 3 if minimum qualifications are met for the respective role*
Compensation Range:
$38,910.00 - $75,080.00
The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
Are you ready to be part of something more?
You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to [email protected] to let us know the nature of your request.
If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.
Apply Now
Apply Now
As the Investor Services Analyst I, you will support UMB by acting as the first point of contact for our largest investors. This position handles all inquiries, mailings, and subscription documents, and is instrumental in allowing our Fund Accountants to focus on the accounting duties. This team structure enables us to be more efficient and allows for easy grow in our client base. In this role you will have the opportunity to grow professionally, learning more complex tasks and software capabilities, increasing client contact, and ultimately training and reviewing peer’s work.
Working in the Investor Servicing Team at UMB can be fun, challenging, and very team oriented. We perform at a high level for our clients and believe that relationships both internally and externally are key to UMB’s success. There are deadlines we rally around as a team and we rely on our shared expertise to accomplish our goals. We ensure each associate is cared for and has the resources they need to excel. Our team enjoys being part of a work family and many of our associates get together for intermural sports and various community service projects throughout the year.
How you’ll spend your time:
• You will operate Excel and UMB Systems to create investor reporting to share with client investors.
• You will process and review investor subscription documents to ensure accuracy and completeness.
• You will communicate with investors through e-mail and phone to ensure inquiries are answered.
• You will partner with internal Fund Accounting team to support the client investors
We’re excited to talk with you if:
• You have a high school diploma or equivalent
• You have clerical experience in a financial services environment
• Ops Specialist 1 candidates who exceed qualifications may be considered for the position(s) of an Ops Specialist 2 or 3 if minimum qualifications are met for the respective role*
Compensation Range:
$38,910.00 - $75,080.00
The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
Are you ready to be part of something more?
You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to [email protected] to let us know the nature of your request.
If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.
Apply Now
Apply Now