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Job Details

Senior Investment Performance Analyst

Company name
UMB Fund Service Inc.

Location
Kansas City, MO

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:,ActualValueFromSolar:null},{QuestionName:Duties and Responsibilities,AnswerValue:As a member of UMB Private Wealth Management Operations, this position is responsible for generating various performance and analytical data and critical reports for assigned clients to support the portfolio management team.\u003cbr/\u003e- Prepare performance reports, market data/analytics, reconciliation and other vital information for assigned client portfolios to support the portfolio management investment team.\u003cbr/\u003e- Analyze, calculate, monitor and verify the accuracy of the investment pool and benchmark performance results and trends. \u003cbr/\u003e- Prepare performance reports for more complex portfolios/client relationships.\u003cbr/\u003e- Assist with oversight and collaborate with the operations team, investment team and vendors to improve performance reporting and system processes. Identify inefficiencies in current processes and make recommendations.\u003cbr/\u003e- Oversee team\u0027s workload, priorities and serve as escalation point of contact.\u003cbr/\u003e- Address ad hoc inquiries from the client for performance analysis and provide explanations of performance fluctuations and anomalies.\u003cbr/\u003e- May handle other performance projects as assigned. \u003cbr/\u003e- Other duties as assigned.,VerityZone:jobdescription,QuestionType:textarea,ActualValueFromSolar:null},{QuestionName:Requisition Number,AnswerValue:8819BR,VerityZone:autoreq,QuestionType:text,ActualValueFromSolar:null},{QuestionName:At UMB,AnswerValue:We strive to deliver \u003ci\u003ethe\u003c/i\u003e unparalleled customer experience, and show customers they can count on more from UMB. The same is true for our associates. You can count on more benefits, more training, more support, and more opportunity! \u003cbr\u003e\u003cbr\u003eWhat you\u0027ll get: \u003cbr\u003e\u003cb\u003eUnique Benefit Programs : \u003c/b\u003e We offer a great benefits package including several unique programs like an incentive-based wellness program, parental leave, adoption assistance and health care for you, your spouse or domestic partner, your dependents and even your pets!!\u003cbr\u003e\u003cb\u003eProfessional Development: \u003c/b\u003eWe provide our associates with the tools they need to support their career goals - including training, tuition reimbursement and career guidance.\u003cbr\u003e\u003cb\u003eCommunity Involvement:\u003c/b\u003e Giving back is a big part of who we are! We support several great causes throughout the UMB footprint. We even offer Volunteer Time Off, which allows associates to dedicate 16 hours a year to a worthy cause of their choice.\u003cbr\u003e\u003cb\u003eCulture of Diversity and Inclusion: \u003c/b\u003eWe are committed to building a strong UMB by hiring talented, high-performing associates with diverse backgrounds. Maybe you simply want to work at a company where you have a voice and an opportunity to share your unique ideas. \u003cbr\u003e\u003cbr\u003ePlease visit us at \u003ca href=\http://careers.umb.com\ target=\_blank\\u003ecareers.umb.com\u003c/a\u003e to view a list of all available opportunities. UMB is an Equal Opportunity Employer. Principals only. 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Company info

UMB Fund Service Inc.
Website : http://www.umbisg.com

Company Profile
We entered the asset servicing business decades ago. Today, hundreds of talented associates team up to work on our clients' business with a level of passion and expertise that's unmatched in the industry. We’re focused on being a critical partner in the growth of our clients' businesses. Our clients benefit from the financial strength and service breadth of a large financial services organization, combined with the responsiveness, accessibility and consultative approach of a boutique service provider.We focus on serving as a trusted, nimble partner for asset managers who seek turnkey solutions to support their growth. In all that we do, we strive to provide our clients with the unparalleled customer experience. Through our unique combination of service, strength and stability, we enable you to focus on your primary goals: investment performance and growing assets under management.

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