Private Investments Associate I

Duties & Responsibilities

Type of Role: Individual contributor, experienced

Role Specific Job Duties:

• Execute on tasks and responsibilities, as assigned
• Support resource to Managers and the Director of the team providing leverage to execute on tasks and responsibilities
• Time spent interacting with clients: +50%
• Role may include occasional travel to visit clients or attend business development events

Function Specific Job Duties:

• Help Managers and Senior Associates manage active investment holdings including direct equity, direct private debt, and fund investments held by UMB Financial Corp’s balance sheet and high-net worth client capital
• Execute live transactions across M&A, debt and equity capital raises, including coordination among management teams, sponsors, advisors, and internal UMB teams on a team with Managers and the Director
• Conduct new investment due diligence, including reviewing data room files, organizing requests and information flow, analyzing financial and operational data, and summarizing findings
• Develop and maintain three-statement financial models to support transaction execution and portfolio management oversight, including discounted cash flows, leveraged buyouts, and comparable company analysis
• Conduct detailed industry and company research, including competitive positioning, transaction valuation comps, market sizing, and benchmarking
• Prepare client-facing materials such as presentations, memo’s, financial analysis, or other miscellaneous reports
• Contribute to and complete audit, examination, regulatory and compliance items
• Other duties as assigned

Requirements

MINIMUM:

• Bachelor’s Degree
• 3+ years of experience in a relevant field OR combination of education and experience that provides an equivalent background.

PREFERRED:

• Applicable experience within Financial Services

Knowledge & Skills

MINIMUM:

• Demonstrates verbal and written communications skills
• Demonstrates proficient knowledge of Microsoft products: Word, Excel, PowerPoint, Outlook
• Demonstrates ability to work independently
• Demonstrates strong organizational and time management skills
• Demonstrates ability to work collaboratively on deal teams of 2-3 people effectively

PREFERRED:

• Knowledge of credit or equity financial modeling
• Knowledge of financial accounting standards

Work Environment

• Must be able to travel to visit new and existing clients when necessary

Potential Career Options:  Private Investment Senior Associate

Supervision/Management:  No direct supervisory duties

Compensation Range:

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 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?
You're more than a means to an end—a 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.

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