Investment Research Associate ID-12394
Duties & Responsibilities Type of Role: Individual contributor, entry level Area of Responsibility and Purview: Support resource for the investment team in Private Wealth Management Role Specific Job Duties: Execute on tasks and transactions, as assigned Support resource to other associates on team, providing leverage to execute on tasks and responsibilities Proactively advise partners of issues that may affect clients/prospects in either a positive or negative way Demonstrate a high level of teamwork with a focus on achieving business unit and team goals. Virtual Assistant, $35/hr, Part-Time, Remote, Weekend Job Virtual Assistant, $40/hr, Remote, No Degree, Night Job Entry-Level Remote Data Entry, $35/hr, Evening Job Customer Support, $35/hr, Remote, Evening/Night Job, No Degree Phone Support, Remote, $50/hr, No Experience, Night Shift Remote Moderator, $35/hr, No Degree, Weekend, Part-Time Phone Support, Remote, $50/hr, No Experience, Part-Time Live Chat Support, $45/hr, Weekend, Remote, College Student Entry Level Phone Job, $42/hr, Remote, No Degree Required Phone Support, Remote, $35/hr, No Experience, Part-Time Customer Support, $40/hr, Weekend Job, Remote, No Degree Remote Customer Support, $42/hr, Weekend, No Experience Virtual Assistant, $50/hr, Weekend, No Degree, Remote Virtual Assistant, $42/hr, Remote, No Experience, Evening Data Entry, $35/hr, Remote, Evening Job, College Student Remote Moderator, $50/hr, No Degree, Weekend, Part-Time Remote Moderator, No Degree, $50/hr, Evening, Weekend Job Remote Customer Support, $50/hr, Night Shift, No Degree Data Entry, No Experience, $35/hr, Remote, College Student Remote Live Chat, $42/hr, Weekend, No Degree, Part-Time Remote Data Entry, $45/hr, Weekend Job, College Student Phone Job, $45/hr, Remote, Night Shift, No Degree Virtual Assistant, No Degree, $40/hr, Remote, Part-Time Virtual Assistant, $45/hr, No Experience, Remote, Night Job Virtual Assistant, $45/hr, Remote, No Experience, Night Job Virtual Assistant, $50/hr, Remote, Part-Time, Evening Job Virtual Assistant, $40/hr, Remote, No Experience, Night Job Virtual Assistant, $40/hr, Remote, No Degree, Night Job Weekend Customer Support, $42/hr, Remote, College Student Remote Live Chat, $35/hr, Part-Time, Evening/Night Job Phone Support, $35/hr, Weekend, Remote, No Experience Remote Phone Job, $35/hr, College Student, Night Shift Live Chat Support, Remote, $40/hr, Night Shift, College Student Customer Support, $42/hr, Weekend Job, Remote, No Degree Data Entry, $35/hr, Remote, Evening Job, College Student Phone Support, $40/hr, Remote, No Experience, Evening Job Phone Job, $50/hr, Remote, Part-Time, College Student Remote Data Entry, No Experience, $40/hr, Part-Time Virtual Assistant, $42/hr, Evening, Remote, No Degree Remote Live Chat, $40/hr, Part-Time, No Degree Required Remote Customer Support, $40/hr, Night Job, No Experience Data Entry, $40/hr, Remote, Night Job, No Degree Remote Phone Job, $35/hr, College Student, Night Shift Remote Moderator, $50/hr, No Degree, Weekend, Part-Time Virtual Assistant, No Experience, $40/hr, Remote, Weekend Live Chat Support, $40/hr, Weekend, Remote, No Degree Virtual Assistant, $35/hr, Evening, Remote, College Student Data Entry, Remote, $40/hr, Night Shift, No Degree Remote Phone Job, $50/hr, College Student, Night Shift Customer Support, $40/hr, Remote, Evening, No Experience Remote Moderator, $50/hr, No Degree, Weekend, Part-Time Remote Phone Job, $42/hr, Part-Time, No Experience Required Remote Phone Job, $50/hr, College Student, Night Shift Virtual Assistant, $50/hr, Evening, Remote, College Student Phone Job, $50/hr, Remote, Part-Time, College Student Virtual Assistant, $35/hr, Weekend, No Degree, Remote Remote Moderator, $40/hr, College Student Friendly, Part-Time Virtual Assistant, No Experience, $42/hr, Remote, Part-Time Virtual Assistant, $40/hr, Remote, No Degree, Night Job Live Chat Support, $40/hr, Weekend, Remote, No Degree Remote Live Chat, $40/hr, Weekend, No Degree, Part-Time Data Entry, $50/hr, Night Shift, No Degree, Remote Job Remote Moderator, $45/hr, No Degree, Weekend Job, Part-Time Virtual Assistant, Remote, $40/hr, Weekend, No Experience Remote Moderator, $35/hr, No Degree, Weekend, Part-Time Remote Phone Job, $45/hr, Part-Time, No Degree Required Data Entry, $45/hr, Remote, Night Shift, College Student Job Virtual Assistant, Remote, $40/hr, Weekend, No Experience Virtual Assistant, $42/hr, Remote, Weekend, Entry Level Virtual Assistant, $50/hr, Part-Time, Remote, Weekend Job Live Chat Support, $35/hr, Remote, Night Shift, No Degree Entry Level Phone Job, $40/hr, Remote, No Degree Required Virtual Assistant, No Experience, $42/hr, Remote, Part-Time Remote Live Chat, $35/hr, Part-Time, Evening/Night Job Virtual Assistant, No Degree, $40/hr, Remote, Part-Time Phone Support, $40/hr, Remote, No Experience, Evening Job Remote Data Entry, $42/hr, Evening/Night Job, No Experience Virtual Assistant, $40/hr, Remote, Weekend, Entry Level Data Entry, $50/hr, Remote, Evening Job, College Student Remote Phone Job, $40/hr, Part-Time, No Experience Required Remote Live Chat, $35/hr, College Student, No Experience Live Chat Support, Remote, $42/hr, Night Shift, College Student Customer Support, $42/hr, Weekend Job, Remote, No Degree Virtual Assistant, Remote, $45/hr, Evening, No Experience Remote Phone Support, $40/hr, Night Job, College Student Virtual Assistant, $50/hr, Part-Time, Remote, Weekend Job Virtual Assistant, $40/hr, Evening, Remote, No Degree Entry-Level Remote Data Entry, $35/hr, Evening Job Live Chat Support, $50/hr, Remote, No Experience Required Remote Phone Job, $40/hr, Part-Time, No Experience Required Remote Phone Job, $40/hr, Part-Time, No Degree Required Remote Moderator, $35/hr, No Degree, Weekend, Part-Time Evening Virtual Assistant, Remote, $40/hr, No Experience Live Chat Support, Remote, $42/hr, Night Shift, College Student Virtual Assistant, Remote, $45/hr, Evening, No Experience Part-Time Data Entry, $45/hr, Remote, College Student Friendly Live Chat Support, $50/hr, Remote, No Experience Required Remote Live Chat, $40/hr, Weekend, No Degree, Part-Time Customer Support, $50/hr, Remote, Evening/Night Job, No Degree Customer Support, $50/hr, Night Job, Remote, No Experience Remote Moderator, $42/hr, Weekend, No Experience Required Weekend Customer Support, $40/hr, Remote, College Student Virtual Assistant, $40/hr, Weekend, College Student, Remote Be a positive influence in the group Willingness to continue learning about financial markets and investments which may be unfamiliar Function Specific Job Duties: Process all operational aspects for private market investments made by UMB Private Wealth Management on behalf of our clients. This includes cash movements, valuation updates, processing documents, managing subscription/redemption processes, and other account maintenance… activities When assigned responsibilities, work collaboratively with senior associates and other functions to drive to resolution Assist the investment team in their ongoing support of internal partners in order to best serve our clients Distribute standardized and custom daily, weekly, monthly, and quarterly reports 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 PREFERRED: Applicable experience within Financial Services Knowledge & Skills MINIMUM: Job Skills: Systems thinking and complex problem solving Attention to detail, yet ability to grasp big picture Highly organized and can effectively multi-task Great communicator with strong interpersonal skills Exceptional written communication and presentation skills Demonstrated strong math skills Basic knowledge of financial markets and investments Technical Skills:Strong proficiency of Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint) PREFERRED: Job Skills: General knowledge of complex account types General knowledge of compliance rules and regulations within wealth management General knowledge of new account opening, investments, client onboarding requirements and cash management Active in community and professional organizations Technical Skills: Proficiency in UMB custody and clearing platforms such as SEI and Fidelity Wealthscape Proficiency with eMoney client portal and financial planning software Proficiency in cash movement activities, including wire and ACH Familiarity with private investment terminology 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 Compensation Range: Minimum: $51,480.00 – Maximum: $119,200.00 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. 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. UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request. If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB. Who we are We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed. Learn more about UMB’s vision Check out the road to a career at UMB
