UMB Bank · 11 hours ago
Inv Perf Analyst II
Kansas City MO
Full-time
Hybrid
Mid, Senior Level
$58K/yr - $124K/yr
5+ years expUMB Bank is a financial services institution seeking an Investment Performance Analyst II to deliver service excellence to Private Wealth Management clients. The role focuses on overseeing high volume tasks, mentoring team associates, and resolving complex client inquiries while maintaining positive internal relationships.
BankingFinanceFinancial Services
Responsibilities
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
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
Qualification
Required
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
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
Strong proficiency of Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint)
Proficiency in UMB custody and clearing platforms such as SEI and Fidelity Wealthscape
Preferred
Demonstrated operations experience within a wealth management institution
Knowledge of Personal Trust, Custody, and Investment Management service offerings and account types
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
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
Benefits
Paid Time Off
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
Dependent care accounts
Adoption assistance
An employee assistance program
Fitness reimbursement
Tuition reimbursement
An associate wellbeing program
An associate emergency fund
Various associate banking benefits
Company
UMB Bank
UMB Financial Corporation is a commercial bank that offers various financial services.
1001-5000 employees
H1B Sponsorship
UMB Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (15)
2024 (20)
2023 (14)
2022 (33)
2021 (11)
2020 (18)
Funding
Current Stage
Public CompanyTotal Funding
$606.13M2025-05-29Post Ipo Equity· $294.53M
2024-04-29Post Ipo Equity· $201.6M
2022-09-23Post Ipo Debt· $110M
Leadership Team
Brian Hutchin
Executive Vice President, Director of Healthcare Services at UMB, Institutional Banking Division
Phillip Mason
President of Institutional Banking
Recent News
Life Insurance International
2026-01-15
2026-01-09
Company data provided by crunchbase