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 a diverse and 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:

Wealth Management Operations (WMO) provides end-to-end operational support that drives the client experience for Wealth Management advisory partners and their clients. Within WMO, the Investment Information Management teams execute manual processes and monitor automated processes to accurately maintain and manage various types of investment information used for processes and activities across Merrill and Private Bank. This includes information such as investment prices, client identification data, dividends, interpreting client documents and reviewing performance data. Assets are investments, securities, or trades that have value and can be exchanged, owned, or controlled to produce a profit or future benefits, for example cash, stocks and bonds. Upon receipt of reporting from external partners, the Dividends team ensures the validity of dividend distribution dates and rates. Once proven valid, the team manages the information by entering the rates into the system of record and updating the rates in the system when instructed.  These information management activities are performed when a report is received via email. This team experiences month-end volume spikes and may require work flexibility including overtime during these periods. . Responsibilities also include report distribution, additional activities related to fund ownership, completing fund surveys and scorecards, preparing materials, attending fund visits. This position will be essential in researching and resolving complex issues and performing any necessary correction processing. 

Responsibilities:

• Drives execution of complex financial and non-financial client transactions
• Supports process improvements, requirements, and initiatives across multiple stakeholders.
• Performs quality assurance reviews, testing and training to ensures high performance accuracy of performance metrics and quality standards.
• 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.

Required Skills:

• Excellent organization skills: ability to prioritize and handle multiple tasks independently.
• Proficient PC skills, including Microsoft Excel and Outlook.

Desired Skills:

• 1+ years of experience relating to reconciliation, project management, dividend investment knowledge.

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

Shift:

Hours Per Week: