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