UMB Bank Alt Investments Ops Spec l in Milwaukee, Wisconsin

What You'll Do:

Responsibilities: The AI Operations Specialist will be responsible for reviewing, inputting, and recording investment related documents for hedge and alternative fund issuers, administrators and their investors.

Key functions include:

  • Ensure that all transactions are processed accurately, timely, and completed in their entirety

  • Participate in projects/project teams and client conversions

  • Test new systems and programs to improve efficiency and effectiveness

  • Perform comprehensive review of all investor documents to ensure accuracy

  • Input investor information into database ensuring 100% accuracy

  • Review the work of others specialists and provide constructive feedback

  • Assist with writing and updating procedures

Culture of Diversity and Inclusion: We 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.

Please visit us at to view a list of all available opportunities. UMB is an Equal Opportunity Employer. Principals only. No 3rd parties or agencies, please.

In this Role, You will Need:

  • High degree of attention to detail

  • Strong organizational skills

  • Strong attention to detail

  • Excellent analytical and problem solving skills

  • Strong written and verbal communication skills

  • Demonstrated initiative both independently and within a team

  • Capability to work under time constraints to meet deadlines and complete transactions with a high level of accuracy


We strive to deliver the 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!

What you'll get:

Unique Benefit Programs : 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!!

Community Involvement: 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.

Who You Are:

  • Bachelor's Degree. Significant and directly related work experience may be considered in lieu of a Bachelor's degree

  • One year of transaction processing experience

Professional Development: We provide our associates with the tools they need to support their career goals - including training, tuition reimbursement and career guidance.

Preferred Requirements:

  • Knowledge of financial services industry

Job Title:

Alternative Investments Operations Specialist l

Work Schedule:

Monday-Friday: 8:00am-5:00pm

Division Name:

Institutional Banking


235 W Galena Street

Requisition Number:



Full Time