Alternative Investments Specialist I

The Transfer Agency team bala nces the work that the operations team processes. All b alanc ing must be done daily and accurate to the penny . In addition to balancing , the group ensures accurate setup when new funds come to the company .

As an Alternative Investment Specialist , you will balance accounts to achieve complete accuracy . As you progress in your career, there will be an opportunity to become a reviewer. Th is team is operated with dual control where there is always a balancer and a reviewer. Additional responsibilities include customer contact both over the phone and through email .

How you’ll spend your time:

Use your detail-orientation to b alanc e and review transactions for all alternative investment accounts to achieve complete accuracy.

Use your customer service background to answer client emails and phone calls to achieve customer satisfaction .

We’re excited to talk with you if:

You possess a Bachelor's degree

One year of balancing accounts/activity

Minimum of six months providing direct phone or in person support for clients and customers

Bonus Points if:

Knowledge of mutual funds and alternative investment products .

O ne year of balancing and reconciling experience within a transfer agency .

Related internship experience will also be considered.

• This position was posted on 09/16/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.


• Compensation Range:

$44,685 - $65,736

The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. 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.

• Are you ready to be part of something more?
• You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

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