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Investment Research Associate

2 months ago


Kansas City, Missouri, United States UMB Financial Corporation Full time
About the Role

We are seeking a highly motivated and detail-oriented Investment Research Associate to join our Private Wealth Management team. As a key member of our team, you will play a critical role in supporting the investment team in Private Wealth Management.

Key Responsibilities
  • Execute on tasks and transactions, as assigned, to ensure seamless operations
  • Support other associates on the team, providing leverage to execute on tasks and responsibilities
  • Proactively advise partners of issues that may affect clients/prospects in either a positive or negative way
  • Demonstrate a high level of teamwork with a focus on achieving business unit and team goals
Functional Responsibilities
  • Process all operational aspects for private market investments made by UMB Private Wealth Management on behalf of our clients, including cash movements, valuation updates, and account maintenance activities
  • Work collaboratively with senior associates and other functions to drive to resolution when assigned responsibilities
  • Assist the investment team in their ongoing support of internal partners to best serve our clients
  • Distribute standardized and custom daily, weekly, monthly, and quarterly reports
Requirements
  • Bachelor's degree in a relevant field or combination of education and experience that provides an equivalent background
  • Applicable experience within Financial Services is preferred
Skills and Qualifications
  • Systems thinking and complex problem-solving skills
  • Attention to detail, with the ability to grasp the big picture
  • Highly organized and able to effectively multi-task
  • Great communication and interpersonal skills
  • Exceptional written communication and presentation skills
  • Demonstrated strong math skills
  • Basic knowledge of financial markets and investments
Preferred Qualifications
  • General knowledge of complex account types
  • General knowledge of compliance rules and regulations within wealth management
  • General knowledge of new account opening, investments, client onboarding requirements, and cash management
About UMB

UMB Financial Corporation is a financial services company that values inclusion and diversity. We 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.