Wealth Data & Fund Onboarding Analyst

Bank of America; South Dakota; On-site; USD 34,000 - 53,000; Full time

Job summary

Bank of America in the United States seeks a data and onboarding specialist within Wealth Management Operations. You will support the setup and maintenance of Mutual Funds, Alternative Investments, and related products, ensuring accurate data entry on the proprietary platform.

Role emphasizes collaboration, risk awareness, and service quality for internal partners and external clients, with a focus on in-office teamwork and dedicated responsibilities.

Qualifications

• Attention to detail and ownership with accuracy.
• Ability to prioritize and manage multiple duties under deadlines.
• Proficient in Microsoft Office with strong Excel skills.
• Knowledge of Alternative Investments.

Responsibilities

• Review onboarding documents for Mutual Funds, Alternative Investments, and products.
• Analyze data to ensure system supportability.
• Enter data to add products to the proprietary platform.
• Quality review of data entered.
• Test system enhancements based on business initiatives.
• Frequent communication with internal and external partners.
• Assist with project work as needed.

Skills

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

Tools

Microsoft Excel

Microsoft Office Suite

Job description

Bank of America in the United States seeks a data and onboarding specialist within Wealth Management Operations. You will support the setup and maintenance of Mutual Funds, Alternative Investments, and related products, ensuring accurate data entry on the proprietary platform.

Role emphasizes collaboration, risk awareness, and service quality for internal partners and external clients, with a focus on in-office teamwork and dedicated responsibilities.