Business Systems Analyst III

UMB Bank•Ogden, UT

1d•Remote

About The Position

The Alternative Investments Team provides accounting, pricing, and reconciliation services for our alternative investment fund clients. This group is a growing team that continues to add to our client portfolio. With additional clients and the evolution of client needs comes the opportunity to grow our knowledge base and expand our technological capabilities. We're looking for a Business Systems Analyst III to help our alternative investments team scale beyond our current Excel-based infrastructure. As we onboard several large new clients, we need someone who can both manage the hands-on work of bringing in new clients' historical data and lead the effort to modernize the systems and validation processes that our team relies on every day. This is a high-visibility role that sits at the intersection of fund accounting operations and systems/process design. You'll work directly with a team of experienced fund accountants who understand the business deeply but need a partner who can translate that institutional knowledge into scalable, systematized workflows.

Requirements

Experience in business systems analysis, process improvement, or data operations — ideally within financial services, fund administration, or asset management.
Strong understanding of data validation and reconciliation concepts (tying data from one source system to another).
Advanced Excel skills required; VBA experience is a strong plus, since you'll be working alongside significant existing Excel/VBA infrastructure.
Experience with database concepts (SQL) and/or experience helping organizations move from spreadsheet-based processes to scalable systems (e.g., database applications, workflow tools, or reporting platforms).
Ability to manage large data volumes and design processes that hold up as data volume grows.
Strong communication skills — comfortable working with both technical and non-technical stakeholders, and able to document processes clearly.
Self-starter who can work independently in a remote environment.
Detail oriented, organized, and have project management experience.

Nice To Haves

Familiarity with private equity, hedge fund, or fund-of-funds accounting and reporting.
Experience with low-code/no-code platforms (e.g., Power Apps, Airtable) or scripting languages (Python) for data processing.
Prior experience supporting a client onboarding function in financial services.

Responsibilities

Lead the ingestion and validation of historical data sets for new private equity, hedge fund, and fund-of-funds clients, ensuring data integrity from day one.
Evaluate our existing Excel-based validation processes (data scraped from source documents, tied out against totals, and cross-checked against a separate reporting system) and redesign them for a more scalable platform.
Research, recommend, and help implement tools or platforms (e.g., database-backed solutions, low-code platforms, or custom applications) that can replace manual, workbook-by-workbook validation with something that scales across a growing client base.
Partner with our existing VBA/Excel automation to identify what should be migrated, replaced, or bridged during the transition, minimizing disruption to daily operations.
Document new processes and train team members on new tools as they're rolled out.
Work closely with fund accountants, technology teams, and client-facing staff to ensure new systems meet both operational and client-reporting needs.

Benefits

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
various associate banking benefits