Investment Strategist II

Location: Kansas City MO

Duties & Responsibilities

Investment Strategist II has the following roles and responsibilities

Will support all facets of external manager search, monitoring and reporting related to UMBFW’s Open Architecture Manager Platform.

The position reports to the Director of Asset Allocation and involves interacting with external investment managers as well as internal and external clients. This position will be responsible for assising in trade and rebalance of client portfolios and various portfoio management functions

Will suport the IC and AAC in distrubuting asset allocation decision to clients and internal partner. Will be a non-voting member of the AAC

Input on investment products to be added and removed from UMBFW’s Open Architecture Manager Platform;

Monitoring the approved, watch, removal and bench strength lists of products on a day-to-day basis;

Maintaining standardized and custom daily, weekly, monthly and quarterly report production and distribution;

Involvement in product searches from initial quantitative analysis to final recommendations;

Participation in investment manager interviews and analysis in support of manager search activity;

Understanding current industry/market trends and dynamics in the current investment product space;

Establishing working relationships with third-party investment manager personnel and internal counterparties as well as external research sources;

Assist in establishing UMBFW’s ESG /Sustainability initiatve and investor education

Other duties as assigned

Requirements

MINIMUM

• Bachelor’s degree in accounting, economics, finance, or other relevant major
• 5 years related work experience
• OR any combination of education and experience that would provide an equivalent background.
• Must have, or possess ability to obtain, the Series 65 registration within 120 days of employment

PREFERRED

MBA, CFA, CIPM, CAIA, CIMA, CFP certifications or in the process of obtaining

Knowledge & Skills

MINIMUM

• Keen interest in the investment industry
• Demonstrated strong aptitude in Excel
• Ability to work collaboratively with others and to be committed to excellent client service
• Ability to handle detailed work with accuracy
• Excellent communication skills, both verbal and written
• Demonstrates analytical & research skills

PREFERRED

• Experience in investment industry, specifically equity and/or product analysis
• Previous experience with MorningstarDirect, Zephyr, eVestment, Bloomberg or similar tools
• Presentation skills

Internal Partnering

Teamwork

Customer Orientation

Technology Proficiency

Business and Industry Acumen

Analytical and Detail Orientation

Emotional Presence

Work Environment

Deadline-oriented and advisory environment

This position was posted on 10/21/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.

Compensation Range

$117,900 - $173,393

The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. 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.

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 [email protected] to let us know the nature of your request.

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