Information Management Analyst

Bank of America•Chandler, AZ

1d•Onsite

About The Position

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’ 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. Join us! 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. Job expectations include providing quality service and effective operations support for internal business partners and external clients. As part of Wealth Management Operations (WMO), Investment Information Management Organization, this role is responsible for the oversight of specific fund groups within Fund Dividends team and completing the necessary tasks related to the end-to-end fund ownership and foster a partnership between the Fund Company and Dividends team. The associate will be processing dividend distributions and doing so in an accurate and timely manner, performing quality assurance reviews, maintaining distribution calendars for both domestic and international fund groups, monitoring email communications, managing the data entry and validation within the dividend system, processing manual dividend reinvestments, and dividend corrections, as needed. Responsibilities also include report distribution, additional activities related to fund ownership, completing fund surveys and scorecards, preparing materials, attending fund visits. This position will be essential in researching and resolving complex issues and performing any necessary correction processing.

Requirements

Ability to lead teammates and act as a strong role model within the team.
Drives execution of complex financial and/or non-financial client transactions.
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.
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.

Nice To Haves

Strong written and verbal communication skills.
Effective Communication
Critical Thinking
Data Analysis
Research
Problem Solving
Multitasking
Collaborating
Presentation Skills
Organized
Risk Management
Microsoft Excel
Microsoft Outlook
Account Management
Attention to Detail
Customer and Client Focus
Written Communications
Oral Communications

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
Processing dividend distributions and doing so in an accurate and timely manner
Performing quality assurance reviews
Maintaining distribution calendars for both domestic and international fund groups
Monitoring email communications
Managing the data entry and validation within the dividend system
Processing manual dividend reinvestments, and dividend corrections, as needed
Report distribution
Additional activities related to fund ownership
Completing fund surveys and scorecards
Preparing materials
Attending fund visits
Researching and resolving complex issues
Performing any necessary correction processing