Information Management Analyst

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. 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:

This position is an Information Management Analyst role within the Business Intelligence and Investment Information Management/Wealth Management Performance Operations Group. This group is responsible for maintaining timely and accurate reporting of client performance returns for the branch office network. The firm houses client data on various custodial platforms, which feed client account activity into other platforms (PMC, Rage, First Rate, and Tamarac), used for completing performance measurement and analytics. Some of these platforms are vendor-based applications. The analyst will support the network of Financial Advisors and other branch office personnel with all aspects related to performance measurement and reporting.

Responsibilities:

Understands financial markets and average investment vehicles; including how their transactions affect performance

Has a low-level understanding of commonly used benchmarks

Understands the performance calculations and the issues that can arise

Ability to process Portfolio Managers common requests and Inquiries

Required Skills:

Strong analytical and problem-solving skills with high attention to detail

Strong organizational skills

Strong written/verbal communication skills

Ability to work in a team environment while achieving individual goals

Strong math skills

Proficiency in Microsoft products

Ability to own and manage a collateral duty

Skills:

• Oral Communication

• Written Communication

• Customer Focus

• Research

• Problem Solving

• Collaborating

• Multitasking

• Organization

• Time Management

• Microsoft Excel

• Microsoft Outlook

• System Navigation

• Investment Products and Solutions

Shift:1st shift (United States of America)

Hours Per Week: 40

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