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UMB Bank Operations Specialist I,II or III - Alternative Investments (Remote Hybrid) in Raleigh, North Carolina

Be part of something more.

A majority of our time is spent “at work.” We believe that time most meaningful when it’s spent around people who care about you and who challenge you. We hire people who know how to make good decisions, because we won’t be constantly looking over your shoulder—you’ll be empowered to do what’s right for our customers. Most importantly, we’re a partner. We partner with our associates to help them thrive personally and professionally. We partner with our communities and the organizations that support them. And, we partner with our customers to create an experience they won’t find elsewhere.

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

UMB Institutional Banking encompasses the following areas: Corporate Trust, Distressed Debt, FDIC Sweep, Fund Services, Institutional Custody, Investment Banking, Investor Solutions and Public Finance. It combines institutionally focused capabilities into one cohesive unit, serving the entire institutional marketplace from smaller correspondent banks and municipalities to the largest broker-dealers and mutual fund companies in the United States.  

As an Alternative Investment (AI) Operations Specialist I, you will process all documents for AI products that UMB services. As documents come to your queue to process, you will review the document to ensure everything is in good order. You will research and resolve items that are not in good order.

As you grow your skills and become more proficient in your work, the funds will become more complex. You will also have the opportunity to help train new associates while assisting your manager with project work.

The team works hard but, in a fun, relaxed environment where the dress code is casual. You will be able to manage your work individually but still have a team around them to offer support when needed.

How you’ll spend your time:

  • Use your attention to detail to ensure transactions are processed accurately and timely to achieve customer satisfaction.

  • Use your data entry skills to input investor information into the database to achieve complete accuracy

  • Leverage your relationship building capability to review the work of other specialists and provide constructive feedback.

We’re excited to talk with you if:

  • You possess a Bachelor’s degree

  • You possess one year of transaction processing experience

  • PREFERRED: Alternative Investments experience

Ops Specialist 1 candidates who exceed qualifications may be considered for the position(s) of an Ops Specialist 2 or 3 if minimum qualifications are met for the respective role


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 talentacquisition@umb.com or call 816-860-7972 to let us know the nature of your request.