Securities Svcs Ops Analyst

UMB Financial Corporation; Kansas City (MO); On-site; USD 59,000 - 87,000; Full time

Job summary

UMB Financial Corporation in Kansas City, MO, seeks an Analyst on the Money Market/Mutual Fund team to provide operational support across Corporate Trust and Institutional Custody, handling securities processing, reconciliations, and ad hoc reporting in Excel.

You will perform financial calculations, help with monthly accrual balancing, assist with new Money Market/Mutual fund setups, and collaborate with internal partners to resolve complex issues while delivering reliable service.

Qualifications

• You possess a college degree.
• You have at least two years of financial services experience.
• You have securities processing experience OR any combination of education and experience that provides an equivalent background.

Responsibilities

• Moderately complex financial calculations & processing related to securities and cash transactions.
• Identify system issues or defects and document for the appropriate support group.
• Support testing of system upgrades or new system implementations with clear communication.

Skills

Financial services experience

Securities processing

Education

College degree

Tools

Microsoft Excel

Job description

The Analyst is a part of the Money Market/Mutual Fund team which provides operational support to UMB's fast-growing Corporate Trust and Institutional Custody departments. Within the Shared Services environment, this team interacts with various UMB clients and internal partners to evaluate and process requests regarding trading, sweeps, Money Market and Mutual fund securities. This associate will provide subject matter expertise and other duties as assigned. With our robust training to provide extensive UMB and financial knowledge, the team provides a high level of service to our internal & external partners. As an Analyst, you will be responsible for quality control reviews, receipt and disbursement approvals and daily balancing. You will assist with monthly accrual balancing and processing and assist with any new Money Market/Mutual fund security or portfolio setups. You will use Microsoft Excel to perform any ad hoc reporting as needed. You will also learn about our monthly revenue sharing reconciliation and act as a go-to-people for escalations and research on complex situations. You will also be expected to cross train and assist other teams as necessary for coverage purposes. The Shared Services team is about creating strong connections amongst its associates to develop and maintain positive working experience. You are valued for who you are in a fun, professional setting. We are small sized team that works closely together to ensure everyone is successful. Associates are supported and encouraged to work with their manager to develop roadmaps for opportunity within Operations and beyond.

How you’ll spend your time:

• You will perform moderately complex financial calculations & processing related to securities and cash transactions.
• You will identify system issues or defects and provide appropriate level of documentation to the appropriate support group.
• You will use your communication skills to provide a broad level of assistance during testing of system upgrades or implementation of new systems.

We are excited to talk with you if:

• You possess a college degree
• You have at least two years of financial services experience
• You have securities processing experience OR any combination of education and experience that provides an equivalent background

This position was posted on 09/24/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.

Compensation Range: $59,085 - $86,922

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.

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.

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