Private Investments Associate I

UMB Bank•Kansas City, MO

11d•Hybrid

About The Position

This role is an individual contributor position for an experienced professional. The Private Investments Associate I will serve as a support resource to Managers and the Director of the team, providing leverage to execute on tasks and responsibilities. A significant portion of time, over 50%, will be spent interacting with clients. The role may include occasional travel to visit clients or attend business development events. The Associate will 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. They will execute live transactions across M&A, debt, and equity capital raises, coordinating among management teams, sponsors, advisors, and internal UMB teams. The role involves conducting new investment due diligence, including reviewing data room files, organizing requests and information flow, analyzing financial and operational data, and summarizing findings. Developing and maintaining three-statement financial models for transaction execution and portfolio management oversight, including discounted cash flows, leveraged buyouts, and comparable company analysis, is also a key responsibility. The Associate will conduct detailed industry and company research, including competitive positioning, transaction valuation comps, market sizing, and benchmarking. Preparing client-facing materials such as presentations, memos, and financial analysis is required. Additionally, the role will contribute to and complete audit, examination, regulatory, and compliance items. Other duties as assigned.

Requirements

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

Nice To Haves

Applicable experience within Financial Services
Knowledge of credit or equity financial modeling
Knowledge of financial accounting standards

Responsibilities

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

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