Investor Services Aml Analyst Ii- Alt. Inv.

UMB Financial Corporation

$43,000.00 - $82,590.00 py
Not specified
Anti-money laundering (aml) processes
Alternative investment clients and funds
Bsa and the us patriot act knowledge
UMB Financial Corporation is seeking an Investor Services AML Analyst II for their alternative investment clients, focused on anti-money laundering processes. The ideal candidate will possess strong analytical skills, attention to detail, and a background in financial services

Job Summary

  • Independently complete operations related to investor services functions, specifically related to anti-money laundering (AML) processes, for multiple alternative investment clients and funds.
  • Assist in reviewing the work of Investor Services AML Analyst I and II associates for accuracy and completeness.
  • 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.

Matching Summary

Match Score: 85

UMB Financial Corporation is seeking an Investor Services AML Analyst II for their alternative investment clients, focused on anti-money laundering processes. The ideal candidate will possess strong analytical skills, attention to detail, and a background in financial services.

Salary

$43,000.00 - $82,590.00

Skills & Requirements

Must-have

  • anti-money laundering (AML) processes
  • alternative investment clients and funds
  • BSA and the US Patriot Act knowledge
  • IRS Form W-9, W-8 and CRS certifications
  • review subscription documents for AML compliance
  • monitor and resolve exception items

Nice-to-have

  • strong attention to detail and accuracy
  • excellent analytical and problem-solving skills
  • self-starter who can work independently or within a group
  • ability to communicate carefully to manage client and investor relationships

Key Requirements

  • Associate degree or two years of post-high school education
  • Two years of directly related clerical experience in a financial services environment
  • Demonstrated aptitude and experience with AltPro
  • Knowledge of various alternative investments products
  • Knowledge of AML rules of offshore jurisdictions

Work Rights

Not specified

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