Investor Services Analyst I

5 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.


  • Technical Analyst II

    4 weeks ago


    Ogden, United States Ogden Regional Medical Center Full time

    Description Introduction Do you want to join an organization that invests in you as a(an) Technical Analyst II? At Ogden Regional Medical Center, you come first. HCA Healthcare has committed up to $300 million in programs to support our incredible team members over the course of three years. Benefits Ogden Regional Medical Center, offers a total rewards...


  • Ogden, United States Ogden Regional Medical Center Full time

    Description Introduction Do you want to join an organization that invests in you as a(an) Technical Analyst II? At Ogden Regional Medical Center, you come first. HCA Healthcare has committed up to $300 million in programs to support our incredible team members over the course of three years. Benefits Ogden Regional Medical Center, offers a total rewards...


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

    Job Summary:The Alternative Investments Team at UMB Financial Corporation provides accounting, pricing, reconciliation, and investor services for our alternative investment fund clients. This team is a growing unit that continues to add to our client portfolio, offering opportunities to expand our knowledge base and technological capabilities.Key...


  • Ogden, United States Bank of Utah Full time

    Major Job Function:Provides customer service and servicing for commercial loan customers, commercial construction loan customers, and SBA loan customers.Serves as a resource to all Loan Officers and Loan Assistants. Processes or inputs all loan types (SBA, Construction, Commercial, Letters of Credit, Master Notes, Leases, Bonds, etc) to the DNA core...


  • Ogden, United States Bank of Utah Full time

    Major Job Function: Provides customer service and servicing for commercial loan customers, commercial construction loan customers, and SBA loan customers.Serves as a resource to all Loan Officers and Loan Assistants. Processes or inputs all loan types (SBA, Construction, Commercial, Letters of Credit, Master Notes, Leases, Bonds, etc) to the DNA core...


  • Ogden, United States Potawatomi Federal Solutions Full time

    Information Security Analyst - Senior Location: Hill AFB, UT    (onsite)Pls. apply online at:  www.command-cs.com/careersClearance Requirement:  ****This position requires an Active Secret Clearance****Employment Class: Full-Time RegularFLSA Classification:  Exempt - SalariedPosition Summary:Command Cyber Solutions (a federal government contractor) is...


  • Ogden, United States General Dynamics Information Technology Full time

    Type of Requisition:RegularClearance Level Must Currently Possess:Top Secret/SCIClearance Level Must Be Able to Obtain:Top Secret SCI + PolygraphSuitability:Public Trust/Other Required:NoneJob Family:IntelligenceJob Qualifications:Skills:Counterintelligence, Evaluate Information, Intelligence AnalysisCertifications:Experience:4 + years of related...


  • Ogden, United States General Dynamics Information Technology Full time

    Type of Requisition:RegularClearance Level Must Currently Possess:Top Secret/SCIClearance Level Must Be Able to Obtain:Top Secret SCI + PolygraphPublic Trust/Other Required:NoneJob Family:IntelligenceJob Qualifications:Skills:Counterintelligence, Evaluate Information, Intelligence AnalysisCertifications:NoneExperience:4 + years of related experienceUS...

  • Application Analyst

    1 month ago


    Ogden, United States Autoliv United States Full time

    Application AnalystWhat youll do: Support and maintain local MES services: data accuracy integrity and availability. Create downtime weekly/monthly KPI. Create traceability queries reports and inquiries. Follow up analysis and configuration plant new launches. Follow up and analysis of possible new MES projects and improvements. Lead...

  • Application Analyst

    1 month ago


    Ogden, United States Autoliv United States Full time

    Application AnalystWhat youll do: Support and maintain local MES services: data accuracy integrity and availability. Create downtime weekly/monthly KPI. Create traceability queries reports and inquiries. Follow up analysis and configuration plant new launches. Follow up and analysis of possible new MES projects and improvements. Lead...


  • Ogden, Utah, United States Golden Steps ABA Full time

    About the Role:We are seeking a highly skilled Board Certified Behavior Analyst (BCBA) to join our team at Golden Steps ABA. As a BCBA, you will play a critical role in developing and implementing evidence-based behavioral interventions for our pediatric patients.Responsibilities:Develop and implement individualized treatment plans based on client needs and...

  • Customer Service Rep

    2 months ago


    Ogden, United States Domino's Pizza LLC Full time

    We are searching for qualified customer service reps with personality and people skills. We're growing so fast it's hard to keep up, and that means Domino's has lots of ways for you to grow (if that's what you want), perhaps to management, perhaps beyond. Whether it's your hobby, main-gig, or supplemental job, drop us a line. We're bound to have just the...


  • Ogden, United States ProCare Therapy Full time

    Job DescriptionJob DescriptionMinimum 1+ years Behavior Specialist experience required.Job Length: 24/25 school year - ASAP start Location: Ogden, UT Job Type: Full time - 35 hours per week We are seeking a Board Certified Behavior Analyst (BCBA) to oversee, design, and implement comprehensive behavior treatment plans for our clients. The ideal candidate...


  • Ogden, Utah, United States Weber State University Full time

    Job SummaryWeber State University is seeking a highly motivated and detail-oriented Enrollment Specialist I to join our team. This is an entry-level position that assists students, faculty, and third parties with various programs and processes, including academic records, admission, financial aid, graduation, recruitment, registration, and scholarships.Key...


  • Ogden, United States Potawatomi Federal Solutions Full time

    Information Security Analyst - Senior Location: Hill AFB, UT (onsite) Clearance Requirement: This position requires an Active Secret Clearance Employment Class: Full Time Regular FLSA Classification: Exempt - Salaried Position Summary: Command Cyber Solutions (a federal government contractor) is seeking a qualified Information Security Analyst - Senior to...


  • Ogden, United States Golden Steps ABA Full time

    Overview:BCBA Job DescriptionFlexible hours. Competitive Pay. The ability to develop a schedule that gives you the work life balance you deserve. Make a difference AND love doing it.A small, employee-centric organization driven by our collective commitment to ABA excellence.Who We AreWith nearly 1100 employees strong across 16 states and numerous clinics, we...

  • Plasma Center Nurse

    4 weeks ago


    Ogden, United States Biolife Plasma Services Full time

    Job DescriptionBy clicking the “Apply” button, I understand that my employment application process with Takeda will commence and that the information I provide in my application will be processed in line with Takeda’s Privacy Notice and Terms of Use. I further attest that all information I submit in my employment application is true to the best of my...

  • Plasma Center Nurse

    1 month ago


    Ogden, United States Biolife Plasma Services Full time

    Job DescriptionBy clicking the “Apply” button, I understand that my employment application process with Takeda will commence and that the information I provide in my application will be processed in line with Takeda’s Privacy Notice and Terms of Use. I further attest that all information I submit in my employment application is true to the best of my...

  • Plasma Center Nurse

    4 weeks ago


    Ogden, United States Biolife Plasma Services Full time

    Job DescriptionBy clicking the “Apply” button, I understand that my employment application process with Takeda will commence and that the information I provide in my application will be processed in line with Takeda’s Privacy Notice and Terms of Use. I further attest that all information I submit in my employment application is true to the best of my...


  • Ogden, United States Nova Supports Full time

    About Nova SupportsNova Supports is dedicated to providing exceptional behavior consultation and early intervention ABA services for individuals with autism, and their families. Our mission is to provide the BEST support for EVERY individual needing in-home ABA Therapy.Position OverviewCompensation: $20-$23/hour once certifiedSchedule: Part time, depending...