Inv Perf Analyst Ii

UMB Financial Corporation

Base: $57,760.00 - $124,170.00; bonus/equity: annu...
60% onsite
5+ years financial services experience
Bachelor's degree or equivalent background
Private wealth management operations knowledge
The role focuses on daily oversight of high-volume tasks while serving as a senior mentor for operations associates

Job Summary

  • The role focuses on daily oversight of high-volume tasks while serving as a senior mentor for operations associates.
  • Candidates must ensure adherence to corporate policies and regulatory guidance while delivering exceptional service to Private Wealth clients.
  • UMB offers competitive benefits including paid time off, 401(k) matching, and comprehensive health insurance coverage.

Matching Summary

The role focuses on daily oversight of high-volume tasks while serving as a senior mentor for operations associates.

Salary

Base: $57,760.00 - $124,170.00; Bonus/Equity: Annual incentive pay included; Benefits: Comprehensive medical, dental, vision, 401(k) match, and wellness programs

Skills & Requirements

Must-have

  • 5+ years financial services experience
  • Bachelor's degree or equivalent background
  • Private Wealth Management operations knowledge
  • SEI and Fidelity Wealthscape proficiency
  • Microsoft Office Suite expertise

Nice-to-have

  • Experience with complex account types
  • Knowledge of compliance rules in wealth management
  • Proficiency in eMoney client portal
  • Strong interpersonal communication skills
  • Ability to drive continuous improvement

Key Requirements

  • 5+ years applicable experience within Financial Services
  • Bachelor's degree in relevant field
  • Understanding of Personal Trust and Custody offerings

Work Rights

Not specified

Tailored Resume

Cover Letter