Information Management Analyst - Marketing Services & Support

Bank of America; Pennington (NJ); On-site; USD 60,000 - 85,000; Full time

Job summary

Bank of America seeks an Information Management Analyst to support the movement and analysis of financial data. This role includes responsibilities like reviewing account documentation, aiding in the setup of financial products, and ensuring accurate communication with clients. The position offers opportunities for professional growth within a collaborative work environment, ideal for a detail-oriented and proactive individual.

Qualifications

• Proven history of effective ownership.
• Intellectually curious and innovative.
• Ability to prioritize tasks effectively.

Responsibilities

• Supports sourcing and movement of financial data.
• Responds to client inquiries to enhance service efficiency.
• Maintains knowledge of operational processes.

Skills

Attention to detail

Critical thinking

Organizational skills

Client service

Analytical skills

Tools

Microsoft Office Suite

Excel

Job description

Information Management Analyst - Marketing Services & Support

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 an 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.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

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

Line of Business Job Description:

The Securities Settlement and Custody Operations group plays a significant role within Wealth Management Operations (WMO). The organization is responsible for Clearing & Settlement for various Pierce and Private Bank distribution channels, servicing Private Bank Securities on PACE, Fund Relationship and Onboarding Mutual Fund & Alternative Investments.

The Marketing Services and Support Team is responsible for the initial setup and maintenance of Mutual Funds, Alternative Investments, Unit Investment Trusts, and various other product types for Merrill Lynch Wealth Management and US Trust. There are over 1,400 system indicators supporting more than 31,000 cusips. The team also participates in evaluations and subsequent scoring of the fund company's performance in accordance with operating standards at Merrill Lynch.

Opportunities exist for team members to develop leadership, project management and technological skills. The role provides an opportunity to liaise with fund companies and transfer agents to acquire knowledge related to technology business requirements, product fees and billing as well as trading.

Responsibilities include but are not limited to the following.

• Review of onboarding documents received from fund companies which provide instructions for the setup of Mutual Funds, Alternative Investments, Unit Investment Trusts, and various other products
• Analysis of 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 upon business initiatives
• Frequent communication with internal and external business partners
• Assist with project work as needed

Required Skills:

• Proven history of effective ownership and accuracy with an emphasis on attention to detail
• Intellectually curious with a desire to identify and implement innovative solutions
• Ability to prioritize and handle multiple job related duties including day to day tasks and project work in a deadline oriented environment
• Ability to think critically while effectively managing and finding resolutions to complex situations independently
• Acts proactively to identify, control, and mitigate risks
• Excellent follow-up and organizational skills
• Provide outstanding personalized service and exhibit professionalism in all situations
• Proficient in Microsoft Office Suite with a strong background in Excel

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.