Data & Fund Onboarding Analyst – Wealth Ops

Bank of America Corporation; Jacksonville (FL); Sur place; USD 34 000 - 53 000; Plein temps

Résumé du poste

Bank of America Corporation is seeking a detail-oriented professional to support onboarding and data management for mutual funds, alternative investments, and related products. You will analyze data, enter information into our proprietary platform, and coordinate with internal partners to ensure accurate, timely processing.

The role emphasizes data quality, risk awareness, and strong collaboration while using Excel and Microsoft Office tools to support daily operations and project work.

Qualifications

• Required: attention to detail with ownership and accuracy.
• Required: ability to prioritize and handle multiple duties in a deadline-driven environment.
• Required: critical thinking with independent problem solving.
• Required: proactively identify, control, and mitigate risks.
• Required: excellent follow-up and organizational skills.
• Required: outstanding personalized service and professionalism.
• Desired: knowledge of Alternative Investments.

Responsabilités

• Review onboarding documents from fund companies for setup of mutual funds, alternative investments, unit investment trusts, and other products.
• Analyze received data to ensure system supportability.
• Enter data to add products to the proprietary platform.
• Conduct quality review of entered data.
• Test system enhancements based on business initiatives.
• Communicate frequently with internal and external business partners.
• Assist with project work as needed.

Connaissances

Attention to Detail

Account Management

Customer and Client Focus

Written Communications

Analytical Thinking

Oral Communications

Prioritization

Problem Solving

Collaboration

Recording/Organizing Information

Research

Result Orientation

Numerical Reasoning

Outils

Microsoft Office

Excel

Description du poste

Bank of America Corporation is seeking a detail-oriented professional to support onboarding and data management for mutual funds, alternative investments, and related products. You will analyze data, enter information into our proprietary platform, and coordinate with internal partners to ensure accurate, timely processing.

The role emphasizes data quality, risk awareness, and strong collaboration while using Excel and Microsoft Office tools to support daily operations and project work.