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Information Management Analyst

Pennington, New Jersey
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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:

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.

Upon the receipt of dividend and corporate action data, the Wealth Management and Fund Dividends team ensures the data is accurately processed and validated for Mutual Fund and Workplace Benefits participant-level recordkeeping. Once the data has been successfully processed in the respective applications, the team manages the validated output for accurate participant records. These activities are performed when dividend and corporate action data is received from external sources for processing.

Responsibilities :

  • Ensures accurate and timely movement of Mutual Fund and Workplace Benefits dividend and corporate action data according to established guidelines and procedures, maintaining proper documentation to support compliance and operational integrity.

  • Delivers timely and accurate resolutions to moderately complex client inquiries related to investment data and processing issues across channels: phone, email, workflow tools by researching issues using internal systems and troubleshooting guides and collaborating with internal support partners, improving client experience and operational efficiency.

  • Validates and approves required account or data documentation for dividend and corporate action events for completeness, accuracy, and compliance, ensuring adherence to internal requirements and regulatory standards, and escalating discrepancies to leadership or designated team to mitigate risk and maintain audit readiness.

  • Identifies operational risks and process improvement opportunities, evaluates upstream and downstream impacts of dividend and corporate action data management processes, and recommends enhancements that reduce errors, strengthen compliance, and align with enterprise standards and regulatory requirements.

  • Maintains expertise in investment product processes, systems, and procedures and supports training for less experienced team members or new hires, sharing best practices to ensure consistent execution and adherence to 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

Desired Qualifications:

  • Attention to Detail

  • Analytical Thinking

  • Problem Solving

  • Research

  • Result Orientation

  • Numerical Reasoning 

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:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

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Full time

JR-26003490

Manages People: No

Travel: No

Age requirement: Must at least be 18 years of age.

New Jersey pay range:

$25.00 - $38.71 hourly pay, offers to be determined based on experience, education and skill set.

Predictable pay

This role is compensated with a base salary and is not incentive eligible.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve

Street Address

Primary Location:

1400 American Blvd, NJ, Pennington, 08534