Information Management Consultant - Securities, Settlements, and Custody Operations

Bank of America; South Dakota; On-site; USD 68,000 - 106,000; Full time

Job summary

Bank of America in the United States is seeking an experienced professional to support complex operations, risk identification, and process improvement across client data and fund workflows. You will evaluate upstream/downstream impacts and help strengthen controls to meet regulatory standards.

The role emphasizes collaboration with multiple stakeholders, documentation review, audits, and delivering robust solutions while maintaining accuracy and efficiency in a fast-paced environment.

Qualifications

• Minimum of 5 years of experience across operations, project management, team leadership, and/or business controls.
• Knowledge of Alternative Investments trading and onboarding, including workflows and lifecycle considerations.
• Ability to resolve high-risk exceptions with appropriate actions and escalation paths.
• Multitasking in a fast-paced environment with evolving business needs.
• Advanced proficiency in Microsoft Excel (pivot tables, data analysis, trend reporting).
• Experience coordinating internal/external audits and maintaining robust controls.

Responsibilities

• Support assignment, sourcing, gathering, and movement of financial data per guidelines.
• Lead end-to-end resolution of complex client issues with risk considerations.
• Drive execution of complex financial and non-financial client transactions.
• Support process improvements and initiatives across stakeholders.
• Perform QA reviews, testing and training to ensure accuracy and quality.
• Support risk management and audit processes with mitigation planning.
• Review and update procedures to maintain accuracy and compliance.

Skills

Account Management

Attention to Detail

Customer and Client Focus

Problem Solving

Written Communications

Analytical Thinking

Controls Management

Prioritization

Result Orientation

Mentoring

Research

Trade Operations Management

Numerical Reasoning

Job description

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates's physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.

Responsibilities

• Performs complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data according to the established guidelines and procedures.
• Leads end-to-end resolution of complex client issues and inquiries, including research, escalation and approvals for items with high levels of monetary risk.
• Drives execution of complex financial and non-financial client transactions.
• Supports process improvements, requirements, and initiatives across multiple stakeholders.
• 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.

Risk Identification & Process Improvement

Identifies operational risks and process improvement opportunities, within fund setup and maintenance workflows, evaluates upstream and downstream impacts of data management processes, and recommends enhancements that reduce errors, strengthen compliance, and align with enterprise standards and regulatory requirements.

Process Expertise

Understands the process flow from end to end including the reasons for each step, the process controls, the risks within the process and the upstream/downstream impacts of their work based on an understanding of how the work impacts other operational units.

Documentation Review & Approval

Validates and approves instructions and supporting documentation for completeness, accuracy, and compliance, ensuring adherence to internal and regulatory requirements and escalating discrepancies to leadership or designated team to mitigate risk and maintain audit readiness.

Required Qualifications

• Minimum of 5 years of experience supporting complex processes across operations, project management, team leadership, and/or business controls.
• Knowledge of Alternative Investments trading and onboarding, including operational workflows, documentation, and lifecycle considerations.
• Proven ability to apply sound judgment to resolve complex or high-risk exceptions, including identifying appropriate corrective actions and escalation paths.
• Demonstrated ability to manage multiple priorities in a fast-paced environment, with flexibility to adapt as business needs evolve.
• Advanced proficiency in Microsoft Excel (e.g., pivot tables, data analysis, trend reporting) for reporting and process improvement.
• Experience with leading the coordination and execution of internal and external audits, ensuring timely and accurate responses.
• Proven ability to strengthen and maintain a robust controls framework across operations.

Desired Qualifications

• Experience with leading or supporting key initiatives and projects impacting the operations team.
• Experience with partnering with cross-functional stakeholders to implement process improvements, system enhancements, and automation solutions.
• Experience monitoring project timelines, risks, and dependencies to ensure successful delivery.
• Experience supporting quality assurance, control testing, or second-review activities within a regulated environment.

Skills

• Account Management
• Attention to Detail
• Customer and Client Focus
• Problem Solving
• Written Communications
• Analytical Thinking
• Controls Management
• Prioritization
• Result Orientation
• Mentoring
• Research
• Trade Operations Management
• Numerical Reasoning

Work Hours and Shift

Shift: 1st shift (United States of America)
Hours Per Week: 40

Location and Work Arrangement

Pay Transparency details US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140)

Pay and Benefits Information

Pay range $68,000.00 - $106,400.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible. This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Company Culture and Values

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.

Community Impact

Partnering Locally
Learn about some of the ways Bank of America is making a difference in the communities we serve.
Global Impact
Learn about the six areas that guide Bank of America's efforts to help make financial lives better for customers, clients, communities and our teammates.
Opportunity and Inclusion
Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success.
Our Values
Learn about our four values that represent what we believe.

Additional Links

Pay Transparency: https://careers.bankofamerica.com/en-us/pay-transparency
Privacy Statement: https://careers.bankofamerica.com/en-us/privacy-notice