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

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

Shift:

Hours Per Week: