Alternative Investments Operations Specialist l

UMB Financial
Milwaukee
Workplace: HybridFull time44,685 - 65,736Function: Healthcare (Clinical, Medical, Wellness)Education: bachelorsSkills: ["Attention to detail","Data entry accuracy","Relationship building","Constructive feedback","Problem resolution"]

Process documents for alternative investment (AI) products within UMB’s Fund Services Transfer Agency. Review incoming documents to ensure accuracy and resolve items that are not in good order. Ensure transactions are processed accurately and timely, input investor information into the database, and use relationship-building skills to review other specialists’ work and provide constructive feedback as you grow into more complex funds.

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UMB Financial
UMB Financial
1 month ago

Alternative Investments Operations Specialist l

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Status: Live

Job Summary

Process documents for alternative investment (AI) products within UMB’s Fund Services Transfer Agency. Review incoming documents to ensure accuracy and resolve items that are not in good order. Ensure transactions are processed accurately and timely, input investor information into the database, and use relationship-building skills to review other specialists’ work and provide constructive feedback as you grow into more complex funds.
Location: Milwaukee
Workplace: Hybrid
Employment Type: Full time
Job Function: Healthcare (Clinical, Medical, Wellness)
Seniority: Entry level

Key Responsibilities

  • •Process all documents for AI products serviced by UMB
  • •Review incoming documents to ensure everything is in good order
  • •Research and resolve items that are not in good order
  • •Process transactions accurately and timely to achieve customer satisfaction
  • •Input investor information into the database to ensure complete accuracy and provide feedback when reviewing other specialists’ work

Pay and Benefits

Salary: 44,685 - 65,736
Perks:Paid Leave401kPaid HolidaysHealth InsuranceDentalVisionGym MembershipDependent CareAdoption AssistanceEmployee Assistance

Key Requirements

  • •Bachelor’s degree
  • •1 year of transaction processing experience
  • •Ability to process transactions accurately and timely with strong attention to detail
  • •Data entry skills to input investor information into a database with complete accuracy
  • •Ability to review other specialists’ work and provide constructive feedback
Education:Bachelor's
Skills:Attention to detailData entry accuracyRelationship buildingConstructive feedbackProblem resolution

Company Brief

UMB Financial
UMB Financial is a diversified financial holding company offering commercial banking, treasury management, payment solutions, trust services, and asset servicing. It serves businesses, institutions, and individuals through banking and financial products across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Kansas City, United States
Founded: 1913
WebsiteLinkedIn