UMB
Financial Analyst II
UMB's Capital Markets Division works with financial institutions, institutional investment clients, municipalities, public and not-for-profit organizations to deliver a full range of innovative capital solutions, including fixed income sales and trading, underwriting, and more. Our highly tenured team and personal service, paired with our strong underwriting capabilities, market insight and consistent capital backing uniquely position us to serve our clients. The Financial Analyst II in our Financial Services Group will conduct highly complex accounting-based research and analysis projects to provide top management with definitive financial data & advice for their use in setting and realizing profit objectives. Working in the Capital Markets Division can be challenging, rewarding, and very client oriented. We perform at a high level for our clients and believe that relationships both internally and externally are key to UMB's success. It is an environment where associates take pride in their work, support each other, provide the resources needed to succeed, and always work as a team. Our team has a strong background in the industry, and we are always happy to share our knowledge and help those around us grow! How you'll spend your time: You will conduct highly complex Asset-Liability Management modeling to provide clients with risk positions & advice for their use in setting and realizing profit and equity valuation objectives. You will create dashboard reporting and assist with the transition to a new reporting software. You will format, validate and maintain client general ledger and related data files to load and generate ALM reporting. You will research and evaluate financial alternatives, possible investments, or acquisition considerations. We are excited to talk with you if: You have a Bachelor's degree in finance or accounting You possess five (5) years' relevant experience Bonus Points if you: You have experience in report design, data science or data analysis using Visual Basic, Power Query and Microsoft Excel Compensation Range: $57,760.00 - $124,170.00 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 enda 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 talentacquisition@umb.com to let us know the nature of your request. If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.
UMB's Capital Markets Division works with financial institutions, institutional investment clients, municipalities, public and not-for-profit organizations to deliver a full range of innovative capital solutions, including fixed income sales and trading, underwriting, and more. Our highly tenured team and personal service, paired with our strong underwriting capabilities, market insight and consistent capital backing uniquely position us to serve our clients. The Financial Analyst II in our Financial Services Group will conduct highly complex accounting-based research and analysis projects to provide top management with definitive financial data & advice for their use in setting and realizing profit objectives. Working in the Capital Markets Division can be challenging, rewarding, and very client oriented. We perform at a high level for our clients and believe that relationships both internally and externally are key to UMB's success. It is an environment where associates take pride in their work, support each other, provide the resources needed to succeed, and always work as a team. Our team has a strong background in the industry, and we are always happy to share our knowledge and help those around us grow! How you'll spend your time: You will conduct highly complex Asset-Liability Management modeling to provide clients with risk positions & advice for their use in setting and realizing profit and equity valuation objectives. You will create dashboard reporting and assist with the transition to a new reporting software. You will format, validate and maintain client general ledger and related data files to load and generate ALM reporting. You will research and evaluate financial alternatives, possible investments, or acquisition considerations. We are excited to talk with you if: You have a Bachelor's degree in finance or accounting You possess five (5) years' relevant experience Bonus Points if you: You have experience in report design, data science or data analysis using Visual Basic, Power Query and Microsoft Excel Compensation Range: $57,760.00 - $124,170.00 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 enda 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 talentacquisition@umb.com to let us know the nature of your request. If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.