Information Management Analyst
Bank of America
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
**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
**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.
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 Skills:**
+ 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 handlemultiple tasks independently
+ Proficient PC skills, including Microsoft Excel and Outlook
**Desired Skills:**
+ 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
**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
$24.24 - $38.68 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.
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .
View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .
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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
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