Business Systems Analyst (Fund Svcs)

UMB Fund Services is our nationally respected investment services provider offering a broad array of services for mutual funds and alternative investments to a wide range of investment advisors, independent money managers, broker-dealers, banks, third-party administrators, insurance companies and other financial service providers. The Fund Services Technical Support team provides support for the application used by our teams within UMB Fund Services organization. Our efforts of the team ensure the application supports our business partners' needs and run smoothly to avoid business disruption.

As a Business Systems Analyst , you will partner with the Registered Fund Services business stakeholders and technical teams to identify business systems solutions for changes in business processes, policies, and information systems. You will determine the business needs and develop solutions to improve processes and functionality for the Fund Services applications. You will also provide end-user support for the applications and their interfaces. This is a subset of the overall responsibilities which will include multiple initiatives as assigned by IT leadership.


This role is hybrid (Mon through Thu on-site / Fri remote) located in Milwaukee, WI.

How you will spend your time:

• Partnering with UMB Fund Services business partners to determine business needs. Identifying, recommending, and developing solutions to improve processes and functionality as it relates to the applications.
• Developing and writing business and functional requirements for any application changes.
• Managing and documenting specific application configuration (PCD) and BAU system changes.
• Developing and maintaining test cases and scripts to thoroughly test the application functionality for system changes and required regression.
• Identifying risks to UMB and to our internal and external customers and working with our business partners to mitigate and to eliminate the identified risks.
• Providing end user support for the applications and interfaces.
• Report writing and creation.

We are excited to talk if you have:

• Bachelor's Degree in Data Analytics, Data Science or equivalent field of study and at least 2 years of business systems analysis experience OR equivalent combination of education and work experience.
• Experience with the MFACT accounting system or PowerAgent transfer agency system.
• Background or prior experience in Fund Accounting, Fund Administration or Transfer Agency.
• Ability to build consensus across multiple departments regarding complex solutions and issue resolution.
• Experience identifying, developing, and initiating innovations and solutions where precedents may not exist.

Applicants must have legal authority to work in the United States. Work Visa sponsorship is not available for this position.

Compensation Range:
$49,510.00 - $95,170.00

The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 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, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

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 opportunities. UMBers are known for having multiple careers here and having their voices heard.

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to View email address on click.appcast.io to let us know the nature of your request.

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