Information Management Analyst
About The Position
This role supports moderately complex activities involving the assignment, sourcing, gathering, furnishing, and movement of financial and client information and data. Key areas include fund setup, client identification data, pricing, and cost basis reporting. The analyst provides quality service and operational support to internal business partners and external clients. Within Securities Settlement and Custody Operations in Wealth Management Operations, the role supports the initial setup and maintenance of mutual funds, alternative investments, unit investment trusts, and other products for Merrill Lynch Wealth Management and US Trust. The team maintains more than 1,400 system indicators supporting over 31,000 CUSIPs, evaluates fund-company performance against operating standards, and works with fund companies and transfer agents on technology requirements, product fees and billing, and trading. The role also offers opportunities to develop leadership, project management, and technology skills.
Requirements
- Demonstrate ownership and accuracy, with strong attention to detail.
- Be intellectually curious and motivated to identify and implement innovative solutions.
- Prioritize and manage multiple job-related duties, including daily tasks and project work, in a deadline-oriented environment.
- Think critically and independently manage and resolve complex situations.
- Proactively identify, control, and mitigate risks.
- Have excellent follow-up and organizational skills.
- Provide personalized service and demonstrate professionalism in all situations.
- Be proficient in Microsoft Office Suite, with a strong background in Excel.
Nice To Haves
- Knowledge of alternative investments.
- Skills in account management, attention to detail, customer and client focus, written and oral communications, analytical thinking, prioritization, problem solving, collaboration, recording and organizing information, research, result orientation, and numerical reasoning.
Responsibilities
- Review onboarding documents from fund companies containing setup instructions for mutual funds, alternative investments, unit investment trusts, and other products.
- Analyze received data to ensure system supportability.
- Enter data to add products to the proprietary platform.
- Perform quality reviews of entered data.
- Test system enhancements based on business initiatives.
- Communicate frequently with internal and external business partners.
- Assist with project work as needed.
Benefits
- Paid time off.
- Industry-leading benefits and resources supporting employee well-being.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
