Alternative Investments Operations Specialist l

About the Role

As an Alternative Investment (AI) Operations Specialist I, you will process all documents for AI products that UMB services. As documents come to your queue you will review them to ensure everything is in good order and research and resolve items that are not in good order.

As you grow your skills and become more proficient, the funds will become more complex. You will also have the opportunity to help train new associates while assisting your manager with project work.

• Use your attention to detail to ensure transactions are processed accurately and timely to achieve customer satisfaction.
• Use your data entry skills to input investor information into the database to achieve complete accuracy.
• Leverage your relationship building capability to review the work of other specialists and provide constructive feedback.

• You possess a Bachelor’s degree.
• You possess one year of transaction processing experience.

US Employees in California, Washington DC, New Jersey, and New York: $41,060 - $59,760

US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin: $37,490 - $54,700

US Employees in all other states not listed above: $33,920 - $49,650

The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. 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.

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

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