Information Management Analyst

Bank of America; Pennington (NJ); On-site; USD 65,000 - 85,000; Full time

Job summary

A leading financial institution is seeking an Information Management Analyst in Pennington, NJ. This role focuses on maintaining the accuracy of investment performance returns for branch offices, and requires strong analytical skills, attention to detail, and proficiency in Microsoft Excel. The ideal candidate will have experience in investment performance reporting and will contribute to enhancing operational efficiency.

Qualifications

• 1+ years of Investment Performance Reporting Experience.
• Proficient in managing workload during high volume periods.
• Strong understanding of financial markets and investment assets.

Responsibilities

• Perform quality assurance reviews and ensure performance metrics accuracy.
• Support inquiries from the line of business.
• Evaluate processes for efficiency improvements.

Skills

Attention to detail

Communication

Organizational skills

Workload management

Tools

Microsoft Excel

Microsoft Outlook

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. 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:

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
• 1 plus year of Investment Performance Reporting Experience
• 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 handle multiple tasks independently
• Proficient PC skills, including Microsoft Excel and Outlook

Desired Skills:

• 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.

Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please contact us by calling 1.877.760.2076. This is a dedicated line designed exclusively to assist job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.

Please note: Messages left for other purposes such as following up on an application or non-disability related technical issues, will not receive a response.