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 a diverse and 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.

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

As part of Wealth Management Operations (WMO), Investment Information Management Organization, this role is responsible for the oversight of specific fund groups within Fund Dividends team and completing the necessary tasks related to the end-to-end fund ownership and foster a partnership between the Fund Company and Dividends team. The associate will be processing dividend distributions and doing so in an accurate and timely manner, performing quality assurance reviews, maintaining distribution calendars for both domestic and international fund groups, monitoring email communications, managing the data entry and validation within the dividend system, processing manual dividend reinvestments, and dividend corrections, as needed. Responsibilities also include report distribution, additional activities related to fund ownership, completing fund surveys and scorecards, preparing materials, attending fund visits. This position will be essential in researching and resolving complex issues and performing any necessary correction processing. 

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.

Required Skills:

• Ability to lead teammates and act as a strong role model within the team.
• Drives execution of complex financial and/or non-financial client transactions.
• Performs quality assurance reviews, testing and training to ensures high performance accuracy of performance metrics and quality standards.
• 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.
• 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 Skills:

• Effective Communication
• Critical Thinking
• Data Analysis
• Research
• Problem Solving
• Multitasking
• Collaborating
• Presentation Skills
• Organized
• Risk Management
• Microsoft Excel
• Microsoft Outlook
• Account Management
• Attention to Detail
• Customer and Client Focus
• Written Communications
• Oral Communications

Shift:

1st shift (United States of America)

Hours Per Week: 

40

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