Information Management Analyst

Job Description:

At Bank of America we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients teammates communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace attracting and developing exceptional talent supporting our teammates physical emotional and financial wellness recognizing and rewarding performance and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America you can build a successful career with opportunities to learn grow and make an impact. Join us!

Job Description:

This job is responsible for moderately complex activities supporting the assignment sourcing gathering furnishing and movement of financial and client information and data. Key responsibilities include fund setup client identification data pricing and cost basis reporting. A Job expectations include providing quality service and effective operations support for internal business partners and external clients.

Responsibilities:

Performs moderately complex activities supporting the assignment sourcing gathering furnishing and movement of financial and client information and data according to the established guidelines and procedures

Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service

Reviews and approves required account documentation

Identifies risk and opportunities for process improvement based on an understanding of how the work impacts other operational units

Maintains knowledge of operational processes and assists in training less experienced team members

Line of Business Job Description:

As part of Wealth Management Operations (WMO) Investment Information Management Organization this position is an Information Management Analyst within Wealth Management Performance Operations group. This group is responsible for maintaining timeliness and accuracy of client investment performance returns for branch office network.

Responsibilities:

• Performs quality assurance reviews testing and training to ensures high performance accuracy of performance metrics and quality standards

• Supports inquiries and requests received from the line of business in a timely manner

• Evaluates efficiencies and identifies areas of improvement and growth to the overall process

• Ensures all assigned daily initiatives deliverables and events are completed timely and accurately

• Supports risk management and audit processes including identification of issues development of mitigation strategies and exam preparation

• Reviews and updates procedures as needed to ensure they are accurate and up to date

• Adhering to record retention guidelines and standards

Required Qualifications:

• Ability to work well with internal and external team partners

• Able to manage workload during high volume periods

• Strong written and verbal communication skills

• Strict attention to detail and accuracy

• Must be available to work extended hours during periods of high volume.

• Excellent organization skills; ability to prioritize and handle multiple tasks independently

• Proficient PC skills including Microsoft Excel and Outlook

• Must be able to work the NYSE holiday schedule

Desired Qualifications:

• Investment Performance Reporting Experience

• Prior experience working with the review or reconciliation of transactional/security data for investment products (i.e. cost basis pricing corporate actions etc.)

• Strong understanding of financial markets and investment assets to include equity fixed income and alternative investment securities.

• Process Efficiency

• Oral Communication

• Written Communication

• Critical Thinking

• Data Analysis

• Research

• Problem Solving

• Multitasking

• Collaborating

• Presentation Skills

• Risk Management

• Microsoft Excel

• Microsoft Outlook

Skills:

• Account Management

• Attention to Detail

• Customer and Client Focus

• Written Communications

• Analytical Thinking

• Oral Communications

• Prioritization

• Problem Solving

• Collaboration

• Recording/Organizing Information

• Research

• Result Orientation

Internal employees who are currently working from home are still eligible to apply. However if selected for the role you may be required to work onsite in accordance with the workplace excellence policy

Shift:

Hours Per Week:

Pay Transparency details