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

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

LOB 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, Investment Information Management teams execute manual processes and monitor automated processes to accurately receive and manage investment information such as updating prices and dividends, monitoring investment performance accuracy, and validating client data. Performance accuracy measures the automatic generated rates of return on client accounts to ensure the return accurately represents how the client's holdings have performed.

Job Description

As part of Wealth Management Operations (WMO), Investment Information Management Organization, this position is an Information Management Analyst within Merrill Private Wealth Performance Operations team. The Information Management Analyst is responsible for assisting with client onboarding into the Merrill Private Wealth performance platform, reviewing performance data and returns within the performance platform, and providing support to Private Wealth Advisor’s and their Team’s. 

Required Skills:

• ​Complete client onboarding activities for performance platforms

• Review and validate performance data and returns on performance platforms

• Supports Private Wealth Branch Office network inquiries

• 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​

Desired Skills:

• Effective Communication

• Critical Thinking

• Data Analysis

• Research

• Problem Solving

• Multitasking

• Collaborating

• Presentation Skills

• Organized

• Risk Management

• Microsoft Excel

• Microsoft Outlook

Shift:

Hours Per Week: