Alternative Investments Client Support Analyst

2 weeks ago


Ogden, Utah, United States UMB Financial Corporation Full time

The Alternative Investments Division is responsible for providing comprehensive accounting, pricing, reconciliation, and client services for our alternative investment fund clientele. This expanding team is continually enhancing our portfolio of clients. As we welcome new clients and adapt to their evolving needs, we have the opportunity to broaden our expertise and improve our technological capabilities.

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

As an Investor Services Analyst, you will be assigned specific clients and will assist the Investor Services Group by facilitating the onboarding process for new investors. This includes reviewing subscription documents and establishing new accounts. Additionally, you will be responsible for responding 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

Ideal Candidate Qualifications:

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

Compensation Information:

Minimum: $44, Maximum: $103,820.00

The stated compensation range reflects UMB's standard for this position, but actual compensation may differ based on geographic location, experience level, and other job-related factors. This range does not represent 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 that includes 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 criteria may vary.

Are you ready to contribute to something greater?
At UMB, you are more than just a means to an end; you are integral to our mission. We are a community of individuals who care about our work, each other, and the communities we serve. Expect more than the ordinary. At UMB, you will be valued for who you are and encouraged to support causes that matter to you. Expect more trust. We empower you to make the right decisions, regardless of the circumstances. And, expect more opportunities. UMB employees are known for pursuing diverse career paths within the organization and 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 reach out to us to inform us of your needs.

If you are a California resident, please review our Privacy Notice for California Job Candidates to understand how we collect and utilize your personal information when you apply for employment with UMB.



  • 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...


  • Ogden, Utah, United States Umb Financial Corporation Full time

    About the RoleThe Alternative Investments Team at UMB Financial Corporation is seeking a highly skilled Financial Accountant to provide accounting, pricing, and reconciliation services for our alternative investment fund clients.This is a dynamic role that requires strong analytical and problem-solving skills, as well as excellent communication and...

  • Funds US Analyst

    4 weeks ago


    Ogden, Utah, United States Alter Domus Full time

    ABOUT US We are Alter Domus. Meaning "The Other House" in Latin, Alter Domus is proud to be home to 85% of the top 30 asset managers in the alternatives industry, and more than 5,000 professionals across 23 countries. With a deep understanding of what it takes to succeed in alternatives, we believe in being different. Invest yourself in the alternative,...


  • Ogden, Utah, United States UMB Financial Corporation Full time

    About the Role:The Alternative Investments Team at UMB Financial Corporation provides accounting, pricing, reconciliation, and investor services for our alternative investment fund clients. This group is a growing team that continues to add to our client portfolio. With additional clients and the evolution of client needs comes the opportunity to grow our...


  • Ogden, Utah, United States Internal Revenue Service Full time

    About the JobThis is a challenging and rewarding opportunity to join the Internal Revenue Service as a Management and Program Analyst. As a key member of our team, you will be responsible for analyzing and improving the effectiveness and efficiency of our operating lines and administrative support programs.Key ResponsibilitiesConduct in-depth analyses of...


  • Ogden, Utah, United States AvantGuard Monitoring Centers Full time

    Job OverviewPosition Summary:AvantGuard Monitoring Centers is in search of a dedicated and collaborative Client Support Specialist. In this role, you will act as the primary point of contact for our alarm dealers, assisting them in navigating our processes, tools, and products. Your goal will be to ensure the success of our clients by providing accurate,...


  • Ogden, Utah, United States AvantGuard Monitoring Centers Full time

    Job OverviewPosition Summary:AvantGuard Monitoring Centers is on the lookout for a motivated and cooperative Dealer Care Representative. In this role, you will act as the primary contact for our clients, known as alarm 'dealers'. Your mission will be to assist these dealers in comprehending and utilizing all of AvantGuard's systems, tools, and offerings,...


  • Ogden, Utah, United States AvantGuard Monitoring Centers Full time

    Job OverviewPosition Summary:AvantGuard Monitoring Centers is in search of a dedicated and collaborative Dealer Care Representative. In this role, you will serve as the vital link between our organization and our clients, referred to as alarm 'dealers'. Your primary responsibility will be to assist these dealers in comprehending and utilizing all of...


  • Ogden, Utah, United States UMB Financial Corporation Full time

    The Alternative Investments Division is responsible for providing comprehensive accounting, pricing, reconciliation, and client services for our alternative investment fund clientele. This department is expanding and continuously enhancing our client portfolio. As we onboard new clients and adapt to their evolving needs, we have the opportunity to broaden...


  • Ogden, Utah, United States O Tech Full time

    Position Overview:As a vital member of O Tech, you will operate under the guidance of the County Assessor or a designated supervisor, providing exceptional customer service to clients through various channels including in-person interactions, phone calls, and email communications.Key Responsibilities:Manage and direct incoming phone inquiries to the...


  • Ogden, Utah, United States Cyberbacker Full time

    POSITION OVERVIEW:As a vital member of our team, you will play a key role in fostering strong relationships with our clients. Your responsibilities will include:Engaging in initial discussions with newly onboarded clients and their partners.Coordinating weekly communication sessions with clients during the first three months of our partnership.Implementing...


  • Ogden, Utah, United States O Tech Full time

    Position Overview:As a vital member of O Tech, you will operate under the direct supervision of the County Assessor or a designated administrator, providing exceptional customer service. Your role will involve assisting clients in various capacities, including in-person, over the phone, and through electronic communication.Key Responsibilities:Manage and...


  • Ogden, Utah, United States O Tech Full time

    Position Overview:As a vital member of O Tech, you will operate under the guidance of the County Assessor or designated administrator, serving as a customer service representative. Your primary role will involve assisting clients through various channels including in-person interactions, phone calls, and email communications.Key Responsibilities:Manage and...


  • Ogden, Utah, United States Enterprise Full time

    Position OverviewAs a Client Support Specialist at Enterprise, your responsibilities will include:Vehicle Maintenance: Ensure the cleanliness of vehicle exteriors through manual washing or the use of specialized equipment.Detailing: Polish and maintain the clarity of windshields, windows, and other exterior components by hand.Interior Care: Vacuum, shampoo,...

  • Fund Accountant

    3 months ago


    Ogden, Utah, United States Alter Domus Full time

    ABOUT US We are Alter Domus. Meaning "The Other House" in Latin, Alter Domus is proud to be home to 85% of the top 30 asset managers in the alternatives industry, and more than 5,000 professionals across 23 countries. With a deep understanding of what it takes to succeed in alternatives, we believe in being different. Invest yourself in the alternative,...

  • Fund Accountant

    4 weeks ago


    Ogden, Utah, United States Alter Domus Full time

    About US We are Alter Domus. Meaning "The Other House" in Latin, Alter Domus is proud to be home to 85% of the top 30 asset managers in the alternatives industry, and more than 5,000 professionals across 23 countries. With a deep understanding of what it takes to succeed in alternatives, we believe in being different. Invest yourself in the alternative, and...


  • Ogden, Utah, United States CRH plc Full time

    Position OverviewThe Customer Service Representative plays a vital role in ensuring customer satisfaction and operational efficiency. This position involves managing customer inquiries and providing timely responses to their needs.Key ResponsibilitiesProcess and manage customer orders and estimates with precision.Handle incoming calls professionally and...


  • Ogden, Utah, United States Domino's Franchise Full time

    Job OverviewCompany Overview:We are a franchise operation dedicated to delivering exceptional service and quality products. We have various openings available. Join our team today!Position SummaryThe role involves accurately processing orders and transactions received in person or via phone. Providing exemplary customer service is essential. Ensure all...


  • Ogden, Utah, United States Compass Minerals America Inc. Full time

    Position OverviewWe invite you to explore the opportunity to be part of a vital organization.Compass Minerals America Inc. is a prominent global supplier of essential minerals dedicated to delivering solutions that address nature's challenges for our clients and communities. Our salt products play a crucial role in maintaining safe roadways during winter...


  • Ogden, Utah, United States Compass Minerals America Inc. Full time

    Position OverviewExplore the Opportunity to Contribute to a Vital IndustryCompass Minerals America Inc. is a prominent global supplier of essential minerals, dedicated to delivering solutions that address natural challenges for our clients and communities. Our salt products play a crucial role in ensuring safe roadways during winter months and are utilized...