Data & Information Analyst - Financial Onboarding & Ops

Bank of America; Jacksonville (FL); Presencial; USD 70.000 - 95.000; Jornada completa

Descripción de la vacante

Bank of America is hiring for a role within Wealth Management Operations, focusing on the onboarding and setup of Mutual Funds, Alternative Investments, and related products. The position emphasizes data accuracy, data quality, and strong collaboration with internal and external partners.

The role supports fund companies, performs data analysis, and contributes to system enhancements while maintaining a high standard of client service and risk awareness.

Formación

• Strong ownership and accuracy with emphasis on attention to detail.
• Intellectually curious with a desire to identify and implement innovative solutions.
• Ability to prioritize and handle multiple duties including day-to-day tasks and project work in a deadline oriented environment.
• Ability to think critically while effectively managing and resolving complex situations independently.
• Proactive in identifying, controlling, and mitigating risks.
• Excellent follow-up and organizational skills.
• Proficient in Microsoft Office Suite with strong Excel skills.
• Knowledge of Alternative Investments

Responsabilidades

• Review onboarding documents from fund companies that provide setup instructions for Mutual Funds, Alternative Investments, Unit Investment Trusts, and other products.
• Analyze received data to ensure system supportability.
• Data entry to add products to the proprietary platform.
• Quality review of data entered.
• Testing of system enhancements based on business initiatives.
• Frequent communication with internal and external business partners.
• Assist with project work as needed.

Descripción del empleo

Bank of America is hiring for a role within Wealth Management Operations, focusing on the onboarding and setup of Mutual Funds, Alternative Investments, and related products. The position emphasizes data accuracy, data quality, and strong collaboration with internal and external partners.

The role supports fund companies, performs data analysis, and contributes to system enhancements while maintaining a high standard of client service and risk awareness.