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  • Alt Investments Ops Spec l

    UMB Bank (Milwaukee, WI)



    Apply Now

    _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 opportunity_ . UMBers are known for having multiple careers here and having their voices heard.

     

    UMB Institutional Banking encompasses the following areas: Corporate Trust, Distressed Debt, FDIC Sweep, Fund Services, Institutional Custody, Investment Banking, Investor Solutions and Public Finance. It combines institutionally focused capabilities into one cohesive unit, serving the entire institutional marketplace from smaller correspondent banks and municipalities to the largest broker-dealers and mutual fund companies in the United States.

     

    As an Alternative Investment (AI) Operations Specialist I, you will process all documents for AI products that UMB services. As documents come to your queue to process, you will review the document to ensure everything is in good order. You will research and resolve items that are not in good order.

     

    As you grow your skills and become more proficient in your work, the funds will become more complex. You will also have the opportunity to help train new associates while assisting your manager with project work.

     

    The team works hard but, in a fun, relaxed environment where the dress code is casual. You will be able to manage your work individually but still have a team around them to offer support when needed.

    _How you’ll spend your time:_

    + Use your attention to detail to ensure transactions are processed accurately and timely to achieve customer satisfaction.

    + Use your data entry skills to input investor information into the database to achieve complete accuracy

    + Leverage your relationship building capability to review the work of other specialists and provide constructive feedback.

    _We’re excited to talk with you if:_

    + You possess a Bachelor’s degree

    + You possess one year of transaction processing experience

    Compensation Range:

    $37,490.00 - $71,920.00

     

    _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_ [email protected]_ _to let us know the nature of your request._

     

    _If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (https://p1.aprimocdn.net/umb/cdbf5f22-8f7a-43b9-bd03-b09f014a39c3/Privacy\_Notice\_for\_California\_Candidates\_Original\_file.pdf) _to understand how we collect and use your personal information when you apply for employment with UMB._

    _Who we are_

    We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.

     

    Learn more about UMB's vision (https://p1.aprimocdn.net/umb/8cf58ce2-e9d6-4621-b60a-b09f01638943/UMB\_Tuce\_Book\_Original\_file.pdf)

     

    Check out the road to a career at UMB

     


    Apply Now



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