Trader II

The Portfolio Construction Desk maintains UMBs Investment Models and implements UMBs Investment Strategy in client accounts.

As an Investment Platform Trader II you will be responsible for keeping approximately 2700 accounts in line with UMBs Investment addition you will help create client Investment Policy Statements and Investment Proposals. This position is hybrid in-office Mon. Tues. Wed. & Thur. working from home Fri.

How youll 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.

Were excited to talk to you if :

Bonus points if :

Compensation Range :

$51480.00 - $99330.00

The posted compensation range on this listing represents UMBs standard for this role but the actual compensation may vary by geographic location experience level and other job-related addition this range does not encompass the full earning potential for this role. 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

Youre more than a means to an enda way to help us meet the bottom line. UMB isnt 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. Youll 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 to let us know the nature of your request.

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Employment Type : Full-Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 51480 - 99330