Full Job Description
Be part of something more.
A majority of our time is spent “at work.” We believe that time most meaningful when it’s spent around people who care about you and who challenge you. We hire people who know how to make good decisions, because we won’t be constantly looking over your shoulder—you’ll be empowered to do what’s right for our customers. Most importantly, we’re a partner. We partner with our associates to help them thrive personally and professionally. We partner with our communities and the organizations that support them. And, we partner with our customers to create an experience they won’t find elsewhere.
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 opportunity . UMBers are known for having multiple careers here and having their voices heard.
The Private Wealth team is a department of its own within UMB to help our clients plan and create financial and investment plans for their assets. Within the Private Wealth environment, this team interacts with UMB’s high net worth clients in providing resolutions and solutions to clients and their investment needs. With our robust training to provide extensive UMB and financial knowledge, the Private Wealth team provides investment education and problem-solving solutions for our clients.
The Private Wealth team is made up Portfolio Managers, Trust Advisors, Wealth Advisors, and Investment Analysts. These associates each have a specific and impactful function for our clients and their assets. The employees of the Private Wealth team are subject matter experts that assist in resolving client issues, deepening client relationships and gaining new business for the company.
The Investment Analyst supports investment product research related to UMB’s Open Architecture Platform as well as activities related to development and execution of UMB’s core asset allocation strategies. Reporting to the head of Product Research, you will also have responsibility interacting with external investment product managers, and also taking part and communicating ideas to the UMB Asset Allocation committee. As a subject matter expert in the investments field, you will have the ability to make recommendations reporting out your research findings.
The UMB Private Wealth team is about creating strong connections amongst its associates to develop and maintain a positive working experience. You are valued for who you are in a fun, professional setting. The associates enjoy various team outings, competitions, and team-building events. Associates are supported and encouraged to work with Senior Leader associates to develop roadmaps for opportunities within the Private Wealth and beyond.
How you will spend your time:
Based on your research, you will give input on investment products to be added and removed from UMB’s Open Architecture Manager Platform, monitor approved products, watch, removal and bench strengths.
You will be involved with product searches from initial quantitative analysis to final recommendations; participating in investment manager interviews in support of manager’s search activity.
You will research and study current industry/market trends and dynamics in the current investment product space, supporting the Allocation committee and core allocation portfolios through your recommendations, analytics, and communication.
You will assist with internal and external communications to enhance product/equity knowledge and increase utilization by UMB’s Portfolio Managers.
We’re excited to talk with you if:
You have a bachelor’s degree in accounting, economics, finance, or business.
You have four years of related investment work experience.
Bonus points, if you have an MBA, CFA, CIPM, CAIA, CIMA, or CFP.
UMB Financial Corporation is an equal employment/affirmative action employer. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to email@example.com or call 816-860-7972 to let us know the nature of your request.