Investor Services Analyst I

2 months ago

Ogden, United States UMB Financial Corporation Full time

The Alternative Investments Team 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 knowledge base and expand our technological capabilities.

The Investor ServicesTeam provides investor onboarding, investor account maintenance, and produces communications sent to investors.

As an Investor Services Analyst, you will be assigned client(s) and will support the Investor Services Team by providing onboarding for new investors through reviewing subscription documents and setting up new accounts. You will also be answering investor-related emails from your assigned clients within a 24-hour timeline. 

How you’ll spend your time: 

Producing documents that are sent out to investors

Answeringemails from investors/clients within a 24-hour timeline

Reviewinginvestor subscription and transfer documents to input necessary information into our accounting software

Learning the investor servicing software known as AltPro

We’re excited to talk with you if: 

You have an Associates Degree OR 

You have a high school diploma with at least 2 years of direct work-related experience 

Compensation Range:

Minimum: $44,790.00 - Maximum: $103,820.00

The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information

UMB offers competitive and varied benefits to eligible associates, such as 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.

Are you ready to be part of something more?
You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

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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