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Alt Investments Ops Spec l

Job in Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listing for: UMB Bank
Full Time position
Listed on 2026-08-12
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting, Financial Compliance
  • Accounting
    Financial Analyst, Financial Reporting, Financial Compliance
Salary/Wage Range or Industry Benchmark: 44685 - 65736 USD Yearly USD 44685.00 65736.00 YEAR
Job Description & How to Apply Below

The Funds Services division of UMB works with clients to provide accounting, tax, audit, and administrative services for alternative investments, such as private equity funds, hedge funds, and fund of funds, as well as, mutual funds and collective trusts.

As the Alternative Investments Operations Specialist I, you will help start the operations process when the Funds Services division acquires new clients. You will be assigned a group of alternative investment clients, and be responsible for processing all documents for Alternative Investment 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.

How you will spend your time:

Ensure that all transactions are processed accurately, timely, and completed in their entirety

Participate in projects/project teams and client conversions

Test new systems and programs to improve efficiency and effectiveness

Perform comprehensive review of all investor documents to ensure accuracy Input investor information into database ensuring 100% accuracy

Review the work of others specialists and provide constructive feedback

Assist with writing and updating procedures

We’re excited to talk with you if:

You possess a Bachelor’s degree

You possess one year of transaction processing experience

This position was posted on 08/04/2026. The Final date to receive applications for this position is 45 days from the posting date unless filled earlier.

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.

  • 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  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.

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Who we are

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