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UB
UMB Bank
Alt Investments Ops Spec l
Career Insights for Investment Operations Analyst
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Based on Missouri data
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What they do
An Investment Operations Analyst provides data analysis and support for operations at an investment bank or investment management firm. Assists with developing systems that support more efficient operations, and assists with processing financial transactions. May provide research and analysis to assist fund managers, brokers or investment staff, including financial modeling.
$74,517 / year median in Missouri
+13% projected growth
Job Description
Hybrid Milwaukee WI Kansas City MO Full time R-9191 The Funds Services division of UMB works with clients to provide accounting, tax, audit, and administrative services for alternative investments, such as private equity funds, hedge funds, and fund of funds, as well as, mutual funds and collective trusts.
As the Alternative Investments Operations Specialist I, you will help start the operations process when the Funds Services division acquires new clients. You will be assigned a group of alternative investment clients, and be responsible for processing all documents for Alternative Investment 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.
How you will spend your time:
Ensure that all transactions are processed accurately, timely, and completed in their entiretyParticipate in projects/project teams and client conversionsTest new systems and programs to improve efficiency and effectivenessPerform comprehensive review of all investor documents to ensure accuracy Input investor information into database ensuring 100% accuracyReview the work of others specialists and provide constructive feedbackAssist with writing and updating proceduresWe're excited to talk with you if:
You possess a Bachelor's degreeYou possess one year of transaction processing experienceThis position was posted on 08/04/2026. The application deadline for this position is 45 days from the posting date unless filled earlier. •
As the Alternative Investments Operations Specialist I, you will help start the operations process when the Funds Services division acquires new clients. You will be assigned a group of alternative investment clients, and be responsible for processing all documents for Alternative Investment 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.
How you will spend your time:
Ensure that all transactions are processed accurately, timely, and completed in their entiretyParticipate in projects/project teams and client conversionsTest new systems and programs to improve efficiency and effectivenessPerform comprehensive review of all investor documents to ensure accuracy Input investor information into database ensuring 100% accuracyReview the work of others specialists and provide constructive feedbackAssist with writing and updating proceduresWe're excited to talk with you if:
You possess a Bachelor's degreeYou possess one year of transaction processing experienceThis position was posted on 08/04/2026. The application deadline for this position is 45 days from the posting date unless filled earlier. •