Alternative Investment Specialist I
Alternative Investment Specialist I
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$ 37490 - 71920
1 Vacancy
Job Description
As part of Institutional Banking the Transfer Agency teambalances the work that the operations balancing must be done daily andaccurateto the addition to balancing the group ensures accurate setup when new funds come to the company.
As an Alternative Investment Specialistyou willbalanceaccounts to achieve complete in yourcareer there will be an opportunity to become a reviewer. Thisteam is operated with dual control where there is always a balancer and a reviewer. Additional responsibilities include customer contact both over the phone and through email.
On this team you haveopportunity for a flexible work schedule with a tenured team where the dress code is this role youwill receive excellent training where management support is easily accessible.
How youll spend your time:
- Use your detail-orientation to balance and review transactions for all alternative investment accounts to achieve complete accuracy.
- Use your customer service background to answer client emails and phone calls to achieve customer satisfaction.
Were excited to talk with you if:
- You possess aBachelorsdegree
- You have at least one year of balancing accounts/activity
- You possess at least six months of experience providing direct phone or in person support for clients and customers
Bonus Points if:
- Knowledge of mutual funds and alternative investment products.
- One year of balancing and reconciling experience within a transfer agency.
- Related internship experience will also be considered.
Compensation Range:
$37490.00 - $71920.00The posted compensation range on this listing represents UMBs 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
Youre more than a means to an enda way to help us meet the bottom line. UMB isnt 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. Youll 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 to let us know the nature of your request.
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Required Experience:
Unclear Seniority
Employment Type
Full-Time
