Senior Transformation & Finance Analyst ensuring EPM projects apply appropriate management frameworks and financial controls. Conducting analyses and supporting productivity initiatives for financial accuracy.
About the role
- Investor Services Analyst supporting fund accounting functions at UMB. Engaging with clients and managing investor inquiries in a hybrid environment.
Responsibilities
- Operate Excel and UMB Systems to create investor reporting to share with client investors
- Process and review investor subscription documents to ensure accuracy and completeness
- Communicate with investors through e-mail and phone to ensure inquiries are answered
- Partner with internal Fund Accounting team to support the client investors
Requirements
- High school diploma or equivalent
- Clerical experience in a financial services environment
Benefits
- Paid Time Off
- 401(k) matching program
- Annual incentive pay
- Paid holidays
- Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
- Health savings, flexible spending, and dependent care accounts
- Adoption assistance
- Employee assistance program
- Fitness reimbursement
- Tuition reimbursement
- Associate wellbeing program
- Associate emergency fund
- Various associate banking benefits
Job title
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Experience level
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