Alternative Investments Operations Specialist l

The Fund Services team at UMB is a nationally respected investment services provider offering a broad array of services for mutual funds and alternative investments to a wide range of investment advisors, independent money managers, broker‑dealers, banks, third‑party administrators, insurance companies and other financial services providers. The Operations Specialist role is part of the Transfer Agency, which is one of the main services we offer our clients.

As an Alternative Investment Operations Specialist I, you will process all documents for AI products that UMB services. As documents come to your queue to process, you will review the document to ensure everything is in good order. You will research and resolve items that are not in good order. As you grow your skills and become more proficient in your work, 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.

Compensation Range: $44,685 - $65,736. 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.

Benefits include 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.

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