Private Investments Associate I

Duties & Responsibilities Type of Role: Individual contributor, experienced. Role Specific Job Duties: Execute on tasks and responsibilities, as assigned. Support resource to managers and the Director of the team providing leverage to execute on tasks and responsibilities. Time spent interacting with clients: +50%. Role may include occasional travel to visit clients or attend business development events. Function Specific Job Duties Help managers and senior associates manage active investment holdings including direct equity, direct private debt, and fund investments held by UMB Financial Corp’s balance sheet and high-net worth client capital. Execute live transactions across M&A, debt and equity capital raises, including coordination among management teams, sponsors, advisors, and internal UMB teams on a team with managers and the director. Conduct new investment due diligence, including reviewing data room files, organizing requests and information flow, analyzing financial and operational data, and summarizing findings. Develop and maintain three‑statement financial models to support transaction execution and portfolio management oversight, including discounted cash flows, leveraged buyouts, and comparable company analysis. Conduct detailed industry and company research, including competitive positioning, transaction valuation comps, market sizing, and benchmarking. Prepare client‑facing materials such as presentations, memos, financial analysis, or other miscellaneous reports. Contribute to and complete audit, examination, regulatory and compliance items. Other duties as assigned. Requirements Minimum: Bachelor’s Degree, 3+ years of experience in a relevant field, or combination of education and experience that provides an equivalent background. Preferred: Applicable experience within Financial Services. Knowledge & Skills Minimum: Demonstrates verbal and written communication skills. Demonstrates proficiency with Microsoft Word, Excel, PowerPoint, Outlook. Demonstrates ability to work independently, strong organizational and time management skills, and ability to work collaboratively on deal teams of 2‑3 people effectively. Preferred: Knowledge of credit or equity financial modeling, financial accounting standards. Work Environment Must be able to travel to visit new and existing clients when necessary. Compensation $57,760.00 - $124,170.00 (range represents UMB’s standard for this role; actual compensation may vary by geographic location, experience level, and other factors. Range does not encompass full earning potential for this role. Benefits Paid Time Off 401(k) matching program Annual incentive pay Paid holidays Company-sponsored benefit plan: medical, dental, vision, and other insurance coverage Health savings, flexible spending, and dependent care accounts Adoption assistance Employee assistance program Fitness reimbursement Tuition reimbursement Associate wellbeing program Associate emergency fund Various associate banking benefits Equal Employment Opportunity Statement 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. If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB. #J-18808-Ljbffr UMB Financial Corporation