Information Management Analyst

Bank of America•Pennington, AL

7d•$25 - $39•Onsite

About The Position

This role supports moderately complex activities related to assigning, sourcing, gathering, furnishing, and moving financial and client information and data. Within Wealth Management Operations’ Investment Information Management Organization, the associate oversees specific fund groups on the Fund Dividends team and supports end-to-end fund ownership while fostering a partnership between fund companies and the Dividends team. The work includes processing dividend distributions accurately and on time, conducting quality assurance reviews, maintaining domestic and international distribution calendars, monitoring email communications, entering and validating data in the dividend system, processing manual dividend reinvestments, and handling dividend corrections as needed. The associate also distributes reports, completes other fund-ownership activities, completes fund surveys and scorecards, prepares materials, and attends fund visits. The role researches and resolves complex issues and carries out necessary correction processing. It provides quality operational support and service to internal business partners and external clients, responds to client inquiries, reviews account documentation, identifies risks and process-improvement opportunities, and assists with training less experienced team members.

Requirements

At least 3 months of experience driving execution of financial and/or non-financial client transactions.
At least 3 months of experience performing quality assurance reviews, testing, and training to ensure strong performance accuracy, metrics, and quality standards.
Strong written and verbal communication skills.
Strict attention to detail and accuracy.
Availability to work extended hours during periods of high volume.
Excellent organizational skills and the ability to prioritize and handle multiple tasks independently.
Proficient PC skills, including Microsoft Excel and Outlook.

Responsibilities

Support the assignment, sourcing, gathering, furnishing, and movement of financial and client information and data according to established guidelines and procedures.
Process dividend distributions accurately and in a timely manner.
Perform quality assurance reviews.
Maintain distribution calendars for domestic and international fund groups.
Monitor email communications.
Enter and validate data in the dividend system.
Process manual dividend reinvestments and dividend corrections as needed.
Distribute reports and complete additional activities related to fund ownership.
Complete fund surveys and scorecards, prepare materials, and attend fund visits.
Research and resolve complex issues and perform necessary correction processing.
Respond to moderately complex client inquiries through numerous channels to support operational efficiency and quality client service.
Review and approve required account documentation.
Identify risks and opportunities for process improvement based on how the work affects other operational units.
Maintain knowledge of operational processes and assist in training less experienced team members.