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Alt Investment Specialist I

Location
Milwaukee, WI, United States

Posted on
Aug 19, 2020

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:,ActualValueFromSolar:null},{QuestionName:What Youu0027ll Do,AnswerValue:Perform transfer agent accounting functions and review completed work for private equity, alternative investment and dividend reinvestment clients.u003cbr/u003eVerify and reconcile all investor cash and share activityu003cbr/u003eVerify monthly valuationsu003cbr/u003eCreate share-sheets, deal boards and cash lettersu003cbr/u003eMeet daily fund deadlines and other fund related time requirementsu003cbr/u003eRespond to any questions or inquiries from internal or external clientsu003cbr/u003ePrepare and review outgoing wires,VerityZone:jobdescription,QuestionType:textarea,ActualValueFromSolar:null},{QuestionName:Requisition Number,AnswerValue:11834BR,VerityZone:autoreq,QuestionType:text,ActualValueFromSolar:null},{QuestionName:At UMB,AnswerValue:We strive to deliver u003ciu003etheu003c/iu003e 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! u003cbru003eu003cbru003eWhat youu0027ll get: u003cbru003eu003cbu003eUnique Benefit Programs : u003c/bu003e 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!!u003cbru003eu003cbu003eProfessional Development: u003c/bu003eWe provide our associates with the tools they need to support their career goals - including training, tuition reimbursement and career guidance.u003cbru003eu003cbu003eCommunity Involvement:u003c/bu003e 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.u003cbru003eu003cbu003eCulture of Diversity and Inclusion: u003c/bu003eWe 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. u003cbru003eu003cbru003ePlease visit us at u003ca href=****target=_blank\u003ecareers.umb.comu003c/au003e to view a list of all available opportunities. UMB is an Equal Opportunity Employer. Principals only. No 3rd parties or agencies, please.,VerityZone:formtext38,QuestionType:textarea,ActualValueFromSolar:null},{QuestionName:Work Schedule,AnswerValue:Monday-Friday: 7:00am-4:00pm,VerityZone:formtext12,QuestionType:text,ActualValueFromSolar:null},{QuestionName:Division Name,AnswerValue:Institutional Banking ,VerityZone:formtext8,QuestionType:single-select,ActualValueFromSolar:null},{QuestionName:City,AnswerValue:Milwaukee,VerityZone:formtext13,QuestionType:text,ActualValueFromSolar:null},{QuestionName:Preferred Requirements,AnswerValue:Bachelors Degree in business, finance or related field.,VerityZone:formtext34,QuestionType:textarea,ActualValueFromSolar:null},{QuestionName:Job Title,AnswerValue:Alt Investment Specialist I,VerityZone:formtext29,QuestionType:text,ActualValueFromSolar:null},{QuestionName:Address,AnswerValue:235 W Galena Street,VerityZone:formtext31,QuestionType:text,ActualValueFromSolar:null},{QuestionName:Shift,AnswerValue:Full Time ,VerityZone:formtext5,QuestionType:single-select,ActualValueFromSolar:null},{QuestionName:State,AnswerValue:WI,VerityZone:formtext28,QuestionType:text,ActualValueFromSolar:null},{QuestionName:In this Role, You will Need,AnswerValue:High degree of attention to detailu003cbru003eStrong organizational skillsu003cbru003eExcellent analytical, problem solving and mathematical skillsu003cbru003eStrong customer service skillsu003cbru003eDemonstrated initiative both independently and within a teamu003cbru003eCapability to work under critical time constraintsu003cbru003eProficient Microsoft Excel knowledge,VerityZone:formtext33,QuestionType:textarea,ActualValueFromSolar:null},{QuestionName:Who You Are,AnswerValue:A Bachelors Degree. u003cbru003eOne year of balancing accounts/activity. 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