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Design and develop dashboards, self-service tools, reports, and data models to identify fraud trends and reduce loss. Perform statistical analysis, query and visualize data, create KPIs and tracking, and present insights with recommendations. Partner with business leaders to solve operational challenges and deliver scalable fraud reporting and analytics solutions.

Manage multiple enterprise IT projects from initiation through close, coordinating cross-functional teams, vendors, and stakeholders. Maintain scope, schedule, budget, quality, risk and change control; produce project plans, forecasts, status reports, and lessons learned. Ensure EPMO methodology compliance, oversee budgets and contracts, and facilitate handoffs for ongoing support.

Responsible for accounting and NAV calculations for mutual funds, handling ledger functions, reconciliations, and compliance with financial regulations.

Process and review documents for alternative investment products within Transfer Agency. Accurately enter investor data, research and resolve exceptions, and ensure timely transaction processing. Grow to handle more complex funds, assist with projects, and help train new associates while providing peer review and constructive feedback.

Support the Fiduciary Compliance Management Program by performing compliance monitoring, assessing first-line controls, conducting third-party risk assessments, reviewing complaints and incentive compensation/marketing for compliance issues, escalating concerns, and assisting with administration and execution of compliance processes.

Lead design and implementation of client and internal workflows, gather requirements, architect and deliver large cross-functional loan-market technical projects, build data reconciliation and PowerBI reports, manage integrations (sFTP, APIs, ShareFile), mentor analysts, and represent the team to clients and industry events while establishing scalable standards and best practices for CLO and other loan products.

Lead enterprise data architecture and modernization: design cloud data infrastructure, implement data governance, MDM, and data lineage; create and maintain conceptual, logical, physical and dimensional models; forward/reverse-engineer databases; collaborate with stakeholders and present architecture to leadership to support analytics and data warehouse environments.

The Wealth Advisor leads a team to deliver personalized financial advice, supports wealth management services, and collaborates on client strategies while ensuring high standards of care.

As a Wealth Advisor, you'll provide personalized financial advice while collaborating with a team to develop tailored wealth management strategies for clients.

Perform initial credit analysis for commercial loan requests, analyze company financials and relationships with UMB, prepare formal credit write-ups, support loan approvals, attend loan committee, and participate in credit rotation and interactions with senior management.