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Alternative Investments Client Support Analyst

2 months ago


Ogden, Utah, United States UMB Financial Corporation Full time

The Alternative Investments Team is responsible for providing comprehensive accounting, pricing, reconciliation, and investor services tailored for our alternative investment fund clientele. This dynamic group is expanding its reach and continuously enhancing our client portfolio. As we welcome new clients and adapt to their evolving needs, we seize the opportunity to broaden our expertise and advance our technological capabilities.

The Investor Services Team focuses on facilitating investor onboarding, maintaining investor accounts, and generating communications directed to investors.

As an Investor Services Analyst, you will be assigned specific client(s) and will assist the Investor Services Team by managing the onboarding process for new investors. This includes reviewing subscription documents and establishing new accounts. Additionally, you will respond to investor-related inquiries from your assigned clients within a 24-hour timeframe.

Key Responsibilities:

Creating and distributing documents intended for investors Responding to inquiries from investors/clients within a 24-hour timeframe Analyzing investor subscription and transfer documents to input essential information into our accounting systems Gaining proficiency in the investor servicing software known as AltPro

Qualifications:

An Associate's Degree OR A high school diploma accompanied by a minimum of 2 years of relevant work experience

Compensation Overview:

Minimum: $44, Maximum: $103,820.00

The stated compensation range reflects UMB's standard for this position; however, actual compensation may differ based on geographic location, experience level, and other job-related factors. This range does not encompass the full earning potential for this role. Please refer to the benefits description included with this job posting for further details.

UMB provides competitive and diverse benefits to eligible associates, including Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company-sponsored benefits package encompassing medical, dental, vision, and other insurance options; 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 criteria may vary.

Embrace the Opportunity:
At UMB, you are more than just a number; you are an integral part of our mission to make a positive impact. We are a community of individuals who are passionate about our work, each other, and the communities we serve. Expect more than the ordinary. At UMB, you will be valued for your unique contributions and encouraged to support causes that matter to you. Expect more trust. We empower you to act with integrity, regardless of the circumstances. And, expect more opportunities. UMBers are recognized for having diverse career paths within the organization and for having their voices heard.

UMB and its affiliates are dedicated to fostering inclusion and diversity, providing equal employment opportunities to all employees and applicants 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 require accommodation during any part of the employment process due to a disability, please inform us of your needs.

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