Inv Perf Analyst II

Duties & Responsibilities

Type of Role: Individual contributor, experienced

Area of Responsibility and Purview: Execute on operational activities to deliver service excellence to Private Wealth Management clients

Role Specific Job Duties:

• Primarily focused on the daily oversight of high volume and/or high-risk tasks and responsibilities
• Senior mentor for other operations associates on the team; regularly provides guidance and feedback on operational best practices
• Point of escalation within the team for resolving time sensitive client inquiries and handing complex client situations
• Works collaboratively with other functions in Private Wealth to resolve complex client related issues, escalations, and special projects

Function Specific Job Duties:

• Serve as a secondary point of contact for internal clients
• Responsible for executing on day-to-day transactions for areas of direct responsibility in operations
• Ensure internal clients have a positive service experience that always exceeds their expectations
• Build and maintain internal relationships to drive continuous improvement of processes
• Leverage Private Wealth technologies to process transactions and deliver on responsibilities
• Understand overall business needs and help identify value-added services and client/associate experiences that Private Wealth can provide
• Review activities within the job scope for sufficient controls to prevent errors, fraud, and omissions
• Ensure adherence to corporate policy, operational policy, and regulatory guidance
• Other duties as assigned

Requirements

MINIMUM:

• Bachelor's degree in relevant field or combination of education and experience that provides and equivalent background
• 5+ years of applicable experience within Financial Services

PREFERRED:

• Demonstrated operations experience within a wealth management institution

? Knowledge of Personal Trust, Custody, and Investment Management service offerings and account types MINIMUM:

Job Skills:

• Great communicator with strong interpersonal skills
• Systems thinking and complex problem solving
• Attention to detail, yet ability to grasp big picture
• Highly organized and can effectively multi-task
• Understanding of financial services operational best practices and a knack for generating ?wow? moments for clients
• Able to balance a client experience mindset when managing and controlling business risks
• Ability to work independently, collaborating with others to accomplish client objectives
• Ability to adapt to changing information and business needs
• Demonstrated ability to learn and communicate complex and detailed information
• Analytical problem solver with the ability to think creatively
• General knowledge of new account opening, investments, client onboarding requirements and cash management
• Organize and prioritize activities to ensure completion within established deadlines
• Exceptional written communication

Technical Skills:

• Strong proficiency of Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint)

? Proficiency in UMB custody and clearing platforms such as SEI and Fidelity Wealthscape PREFERRED:

Job Skills:

• Working knowledge of complex account types
• Demonstrated experience with a wide range of client situations and inquiries
• General knowledge of compliance rules and regulations within wealth management

Technical Skills:

• Proficiency with eMoney client portal and financial planning software
• Proficiency in Workday, Peoplesoft, Archer, Skillport and Hyperion
• Proficiency in Salesforce CRM software ? Smart, intellectual, and business savvy
• Driven to succeed; passionate
• Trustworthy
• Consistent high performer
• Adaptable and able to adjust to many different personalities
• Surrounded always by other high performers
• Very hard worker
• Resourceful; overcome obstacles
• Effective leader, even without authority
• Down-to-earth, well-grounded, self-aware, humble

Work Environment ? Type: Office Centric (60% In Office)

• Location: Various Private Wealth Office Locations

Supervision/Management: None

Compensation Range:

$57,760.00 - $124,170.00

_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information_

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; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

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