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UB
UMB Bank
Securities Services Operations Associate (Hybrid)
Career Insights for Investment Operations Analyst
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Based on Delaware 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.
$88,408 / year median in Delaware
+9% projected growth
Job Description
at UMB Bank in Wilmington, Delaware, United States Job Description The Securities Services Operations Associate is a part of the Trust & Custody Operations team that supports the Corporate Trust and Institutional Custody divisions. Within the Operations environment, this team interacts with various UMB clients and internal partners to evaluate and process requests that could include cash processing, trade execution, new security establishment, or applying dividend income. With our robust training to provide extensive UMB and financial knowledge, the Trust Operations team provides trading support for our custody and trust customers. The Securities Services Operations Associates have a specific and impactful function for our clients and UMB to ensure accurate processing. The Trust Operations associates are the subject matter expert in operational processes for our clients and internal partners. This position assists clients with any questions and issues they may face while creating an unparalleled client experience. You will analyze reports, process transactions, apply income or incoming payments, or initiate outgoing cash payments. You are also cross-trained amongst other team members responsibilities for backup when needed. You can expect a fast-paced environment with unpredictable scenarios while maintaining flexibility and adaptability to client needs. Our Securities Services Operations Associates are motivated to be self-driven and enjoy the challenge of learning new skills while controlling their career progression. The Trust Operations team is about creating strong connections amongst its associates to develop and maintain a positive working experience. You are valued for who you are in a fun, professional setting. It is a smaller team that works closely together to ensure everyone's success. Associates are supported and encouraged to work with their manager to develop roadmaps for opportunities within Operations and beyond. How you'll spend your time: + You will use problem-solving skills to determine what action needs to be taken when processing client requests. + You will need strong communication skills to make a positive client experience. + You must have strong attention to detail to ensure correct processing. We're excited to talk with you if: + 2 years of financial services experience OR Associates Degree + OR Bachelors Degree This position was posted on 07/15/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.