The Portfolio Construction Desk maintains UMB’s Investment Models and implements UMB’s Investment Strategy in client accounts.

As an Investment Platform Trader II, you will be responsible for keeping approximately 2,700 accounts in line with UMB’s Investment Strategy. In addition, you will help create client Investment Policy Statements and Investment Proposals.

This position is hybrid, in-office Monday through Thursday, remote on Fridays.

How you’ll spend your time:

• You will be primarily focused on less complex order management and trading activities for the team. 
• You will be responsible for managing day to day client transactions, executing purchases and sales as instructed.
• You will be expected to maintain the highest quality of order execution across all transactions.
• You will produce reports for management and compliance on a regular basis summarizing trading activity.
• You will provide market color and information on macroeconomic and company specific news items to investment teams
• You will execute on programs designed to elevate the client experience, maximize scale, and minimize trading risks
• You will assist with trade settlement processing; maintain contact with custodian banks to ensure timely settlement and resolution of any trade breaks.
• You will work to prevent errors, breaches of client confidentiality or omissions.
• You will ensure all required Compliance requirements are met when performing job duties.
• You will provide credit research on all tax-exempt holdings, including providing analysis on all new purchases.
• Other duties as assigned.
   

We’re excited to talk to you if:

• You possess a bachelor’s degree in relevant field or combination of education and experience that provides and equivalent background.
• You have 3+ years of applicable experience.
• You can do complex problem solving.
• You are a great communicator with strong interpersonal skills.
• You have exceptional written communication and presentation skills.
• You demonstrate trust, investment, and trading knowledge of portfolio modeling, platforms, policies and procedures, state, and federal laws/regulations.
• You are competent in all trading requirements including portfolio modeling and order entry with the objective being to minimize trade errors.
• You can balance a client experience mindset when managing and controlling business risks.
• You are a builder and communicator of analytical frameworks that define and measure success.
• You show effective financial research skills.
• You understand the trading lifecycle from order placement through settlement.
• You have a proficiency of Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint).
• You have a proficiency in trading and order management software systems.
• You have a proficiency in UMB custody and clearing platforms such as SEI and Fidelity Wealthscape.
• You have demonstrated strong math skills.
   

Bonus points if:

• You have advanced investment strategy, portfolio management and research knowledge. 
• You are willing to pursue additional, advanced certifications and other training as needed. 
• You are active in community and professional organizations.
• You are proficient in portfolio management software such as Advent MOXY or AXYS. 
• You are proficient in investment research software such as Morningstar Direct, Thompson Reuters or Bloomberg; Power Image and FactSet.
• You are proficient in Salesforce CRM software.
• You are proficient in Workday, Peoplesoft, Archer, Skillport and Hyperion.

Compensation Range:

The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. 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 [email protected] to let us know the nature of your request.

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