Investment Platform Trader II - Hybrid, Client Trading

UMB Bank; Overland Park (KS); Híbrido; USD 68.000 - 100.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) matching

Paid time off

Health insurance

Tuition reimbursement

Wellbeing program

Descripción de la vacante

UMB Bank is seeking an Investment Platform Trader II in Overland Park, KS. This role supports approximately 2,700 client accounts, ensuring alignment with the Investment Strategy and preparing Investment Policy Statements.

The position is hybrid: in-office Monday-Thursday with remote work on Fridays; involves order management, trading, and reporting duties, plus compliance and credit research responsibilities. Strong communication and math skills are essential.

Formación

• :Bachelor's degree or equivalent background.
• +:3+ years of applicable experience.
• +Strong communication and presentation skills.
• +Understanding of portfolio modeling, trading lifecycle and compliance.

Responsabilidades

• Focus on less complex order management and trading activities.
• Manage day-to-day client transactions, execute purchases and sales.
• Maintain high quality of order execution across all transactions.
• Produce reports for management and compliance on trading activity.
• Provide market color on macroeconomic and company news items to investment teams.
• Execute programs to elevate client experience, scale, and minimize trading risks.
• Assist with trade settlement processing and liaise with custodians for timely settlement.
• Prevent errors, breaches of client confidentiality, or omissions.
• Ensure all Compliance requirements are met performing duties.
• Provide credit research on tax-exempt holdings and analyses on new purchases.
• Other duties as assigned.

Conocimientos

Trading platforms

Order entry

Portfolio modeling

Financial research

Communication

Problem solving

Excel

SharePoint

Math skills

Educación

Bachelor's degree or equivalent

Herramientas

SEI Wealthscape

Fidelity Wealthscape

Advent MOXY

AXYS

Morningstar Direct

Thomson Reuters

Bloomberg

Salesforce

Workday

PeopleSoft

Archer

Hyperion

Descripción del empleo

UMB Bank is seeking an Investment Platform Trader II in Overland Park, KS. This role supports approximately 2,700 client accounts, ensuring alignment with the Investment Strategy and preparing Investment Policy Statements.

The position is hybrid: in-office Monday-Thursday with remote work on Fridays; involves order management, trading, and reporting duties, plus compliance and credit research responsibilities. Strong communication and math skills are essential.