Transfer Agency Internship

The Transfer Agency Operations Team processes all of the Registered Fund’s clients’ transactions, which includes account setups, and account maintenance. This requires the team to work within the Envision software.  

As the Transfer Agency Intern, you will do a rotation between Transfer Agency’s Mutual Fund Daily Operations and Alternative Investment Operations teams. You will learn which legal documents are required to setup accounts for clients, while also learning about the compliance needed within those tasks. 

How you will spend your time:

• Mutual Fund Daily Ops Team:
  • Scan and sort mail
  • ENFS Processing
  • Account coding
  • Return mailing
  • Working on different projects

• Alternative Investment Ops Team:
  • ENFS Processing
  • Account coding
  • Projects
  • Working on different projects

We’re excited to talk with you if:

• You are currently enrolled in a Bachelor’s program

Compensation Range:

$28,340.00 - $54,380.00

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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