Alternative Investments Ops Pro
UMB Financial Corporation
UMB Financial Corporation in Missouri is seeking an Alternative Investment Operations Specialist I responsible for processing documents for Alternative Investment products, ensuring accuracy, and assisting with training new associates. The ideal candidate will have attention to detail and strong data entry skills. Qualifications include a Bachelor’s degree and one year of transaction processing experience. The role offers a competitive salary range and extensive benefits including paid time off and a 401(k) matching program. #J-18808-Ljbffr UMB Financial Corporation
$85k - $137.5k
...Alternative Investment Services Bank Loans Operations AVP This role requires a deep understanding of the complexities of servicing bank loan debt held in complex global fund structures. The candidate should have a background in client management, team management, multi...SuggestedTemporary workWork at office$33.92k - $65.38k
Alternative Investment Operations Specialist I Process all documents for Alternative Investment (AI) products that UMB services. Review documents to ensure completeness and accuracy, research and resolve items that are not in good order, and help train new associates while...SuggestedLocal areaFlexible hours- ...visit About the Team & Business Line: Retail Alternative Funds is Citco's key growth area and is a focus to extend our... ...fund space for our alternative asset clients. Our continuous investment in learning and technology solutions means our people are equipped...SuggestedTemporary workWorldwide
$41.71k - $50k
...conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based... ...structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked....SuggestedContract workPart timeLocal areaDay shift$55k - $65k
Correct Capital Wealth Management is a Registered Investment Adviser (RIA) in downtown Clayton, MO. and we are looking for an experienced Investment Advisor Service Associate. We are honored to serve the financial planning and investment needs of our clients, and retirement...SuggestedTemporary workWork at office- ...skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment... ...• A Bachelor's degree in finance, business administration, or alternate related analytical field is required • Basic knowledge of...Start working todayWork at office
- ...Europe's largest pre-seed round by a first-time founder, securing a €12M pre-seed investment.BenefitsA salary while you build your startup as you will directly be employed by us. Alternatively, you can opt for up to €500k in funding.1:1 sparring with unicorn founders on a...Remote workRelocation
$74k - $120k
...skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment... ...• A Bachelor’s degree in finance, business administration, or alternate related analytical field is required • Basic knowledge of...Start working todayWork at office- ...Real Estate and Investment Associate Location: Kansas City, MO, US, 64106 Best People +... ...underwriting and evaluating an array of alternative asset opportunities such as Private Equity... ...Prepares financial analysis including pro formas, valuation, underwriting and data...
- ...to ensure we are staying competitive in the market. Recommend alternative product lines to remain competitive with other bidders. Enter... ...Paid Vacation, Sick and Holidays STD/ LTD Partner Discounts Investment in Employee Development Custom Truck One Source is an Equal Opportunity...Work at officeLocal area
- ...data. Problem Solving Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics. Project Management...Work at office
$150k - $250k
...at the intersection of Tax Planning, Financial Planning, and investment Management. You will be a key part of the team providing our... .... Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing...Full timeWork at officeLocal areaRemote workFlexible hours$125k - $150k
...clients, including retirement, estate, insurance, education, and investment planning. Analyze clients' financial information,... .... Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing...Full timeWork at officeLocal areaRemote workFlexible hours- ...Inc., the world’s largest commercial real estate services and investment firm, with our partners holding a significant minority interest... ...from completed projects. Assess cost effectiveness of alternate products and value engineering ideas at a program level. Support...Flexible hours
- ...Access a deep bench of in-house experts in advanced tax planning, family office, complex insurance, estate coordination, and alternative investments to better serve your clients. Offer a "white-glove" concierge experience that differentiates your practice in the high-...Work at office
$110k - $120k
...bring their whole selves to work. About The Role This role leads investment due diligence and research oversight across the firm’s... ...funds and ETFs; Model strategies, SMAs and advisory platforms; Alternatives, ESG/SRI and specialty strategies, where available; All approved...16 hoursWork at officeLocal areaImmediate startRemote workRelocation$70k - $122.5k
Why this role is important to us The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability...Temporary workFlexible hours$70k - $107.5k
...Fund Services Leader We are looking for a leader within the Private Credit Fund Services business unit of the State Street Alternative Investment Services Group. We are a team of dedicated accounting professionals who are passionate about delivering financial reporting...Temporary work- ...Operations team, providing leadership across advisor services, investment operations, and financial data management. This role blends... ...portfolio operations and advisor support, this position supports alternative investment-related processes, strengthening operational...Full timeContract workWork at officeRemote work2 days per week1 day per week
- ...vibrancy and strength through private and public infrastructure investment, as well as an industry leader in markets nationwide. With... ...creative means and methods to construct complex projects; analyze alternative solutions and construction methods to increase...Contract workFor subcontractorWork at officeLocal area
$82.94k
...system maintenance. Functions as the Chief Financial Officer’s alternate, ensuring continuity of leadership and operations, and serves... ..., including debt financing, banking partnerships, and investments. Ability to understand, speak, and communicate clearly and concisely...Full timeWork at officeLocal area- The Investment Analyst will support Subtext’s Investments team across the full lifecycle of real estate projects, including acquisitions,... ...based financial models, including development budgets, operating pro formas, sources & uses, waterfalls, and sensitivity analyses....
$41.71k - $65k
...addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business‑for‑self... ...a commission structure. Salaries for part‑time roles will be pro‑rated based on hours regularly worked. For commission roles,...Part timeLocal areaImmediate startDay shift$55k - $88.75k
...of SEC, IRS and GAAP accounting requirements as they apply to investment companies. The role requires the ability to independently... ...shareholder recordkeeping, operations solutions, and servicing for alternative assets such as OTC derivatives, private equity and real...Flexible hours$70k - $107.5k
Who we are looking forA leader within the Private Credit Fund Services business unit of the State Street Alternative Investment Services Group.We are a team of dedicated accounting professionals who are passionate about delivering financial reporting and day-to-day accounting...Temporary workFlexible hours- ...and accounting service is one of key focus areas for expanding our offering into the rapidly growing retail alternative products space. Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client experience....Full timeTemporary workWork at officeWorldwideShift work
- ...years in a startup environment in a finance role 1-2 years in investment banking 1-2 years at a growth fund, private equity firm, or VC... ...mindset with the ability to partner with GTM, Engineering, Product, Ops, and our Delivery leadership. Experience with BI tools (Looker...Remote workShift work
$41.71k - $65k
...addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self... ...a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission...Contract workPart timeLocal areaImmediate startDay shift- ...challenges and large-scale enterprise environments. How You Will Make an Impact Process a high volume of transactions for alternative investment (ALTS) accounts, including purchases, redemptions, transfers, and account updates, ensuring accuracy and timeliness....Ongoing contract
- ...analysis, building detailed property and portfolio models, evaluating investment opportunities, and leading property‑level due diligence. The... ...Prepare Sources & Uses statements, unit mix analyses, and full pro forma financial models Support analysis of refinance,...Work experience placementLocal areaShift work
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