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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

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.

LOB Descrition:

As part of Wealth Management Operations (WMO), Investment Information Management Organization, this position is an Information Management Analyst within the Wealth Management Performance Operations Team. The Information Management Analyst is responsible for assisting with the review and resolution of performance outliers and inquiries on a Wealth Management Performance Operations performance platform, reviewing performance data and returns within the performance platform, and providing support to the branch office network.

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
• Complete client onboarding activities for performance platforms
• Review and validate performance data and investment account rates of return on performance platforms
• Supports Merrill Institutional Consulting branch office network inquiries
• Identifies risk and opportunities for process improvement based on an understanding of how the work impacts other operational units
• Ensures procedures are updated and stored appropriately as processes evolve
• Collaborates well with others to ensure deliverables are met accurately and timely
• Maintains knowledge of operational processes and assists in training less experienced team members

Required Qualifications

• 1 to 2 years of experience in financial services, investment operations, wealth management, client service, data management, or a related field (combination of education and experience considered.)
• Internship, coursework, or prior experience involving financial analysis, operations, customer support, or data review preferred.
• Demonstrated ability to learn and apply new processes, systems, and procedures in a structured environment.
• Strong attention to detail and commitment to quality.
• Ability to identify, investigate, and resolve routine issues with guidance from senior team members.

Desired Qulifications:

• Internship, coursework, or academic project experience related to investments, financial services, wealth management, operations, data analytics, or business analysis.

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

Pay Transparency details

US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140)

Pay and benefits information

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.