Alternative Investment Institutional Specialist II

Benefits

Parental leave

Not verified

Non-birth-parent leave

Not verified

Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Offered From the posting source checked Jun 20, 2026
• Surrogacy assistance: Not verified

Mental health support

Offered From the posting source checked Jun 20, 2026

Relocation assistance

Not verified

Childcare support

Not verified

Learning budget

Offered From the posting source checked Jun 20, 2026

Verification

Not verified checked Jun 13, 2026

Salary

$43K-$83K From the posting source checked Jun 20, 2026

401(k) match

Reported from DOL Form 5500 industry filing (not employer-specific)

Was this benefit information wrong? Tell us.

Market context

U.S. role benchmark (BLS OEWS)

$61,842 U.S. median for this role

Projected growth (BLS Employment Projections)

+1.9% - Slower

About in line with the BLS role benchmark for operations aggregate.

Matched to SOC 11-1021 - Operations aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Role

Role function

Operations From the posting source checked Jun 20, 2026

Seniority

Mid From the posting source checked Jun 20, 2026

Work mode

Hybrid From the posting source checked Jun 20, 2026

In-office days

2 days From the posting source checked Jun 20, 2026

Schedule

Shift type

Not verified

Weekend work

Not verified

Company

Company stage

Public-company From the posting source checked Jun 20, 2026

Equity

Offered Verified - SEC 10-K source checked Jun 20, 2026

Application

Cover letter

Not verified

Assessment

Not verified

Deadline

Not stated

Where they hire

State eligibility is not yet verified.

About this role

Alternative Investment Institutional Specialist II Milwaukee WI The UMB Registered Fund team manages the daily accounting, tax, audit, administration, and operational tasks for mutual fund and collective trust clients. As the Alternative Institutional Inst. Specialist II , you will interface with the National Securities Clearing Corporation (NSCC) to process mutual fund trades in the Transfer Agency System. This role is hybrid (4 days on-site) for candidates in the Milwaukee area. How you will spend your time: Establish brokers on the TA system Process commission and 12b 1 payments Resolve exceptions relating to NSCC settlements Ensure accurate cash movements Work closely with brokers, client personnel and various internal departments to process work accurately and on a timely basis and to resolve problems Other duties as assigned We're excited to talk with you if: You have a bachelor's degree OR combination of related experience and education may be considered in lieu of the four-year degree requirement You have at least 1 year of experience within the financial service industry You have excellent analytical, problem solving and mathematical skills You have demonstrated ability to work independently and within a team You have a high level of attention to detail and organizational skills Compensation Range: $43,000.00 - $82,590.00 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

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