Information Management Analyst

Bank of America•Pennington, AL

1d•$25 - $39•Onsite

About The Position

At Bank of America, the Information Management Analyst supports moderately complex activities involving the assignment, sourcing, gathering, furnishing, and movement of financial and client information and data. The work includes fund setup, client identification data, pricing, and cost basis reporting, with a focus on quality service and effective operations support for internal business partners and external clients. Within Wealth Management Operations’ Investment Information Management Organization, the role oversees specific fund groups within the Fund Dividends team and handles end-to-end fund ownership activities in partnership with fund companies. The analyst processes dividend distributions accurately and on time, performs quality assurance reviews, maintains domestic and international distribution calendars, monitors email communications, and manages data entry and validation in the dividend system. The role also processes manual dividend reinvestments and dividend corrections, distributes reports, completes fund surveys and scorecards, prepares materials, and attends fund visits. It researches and resolves complex issues and performs necessary correction processing. The position is based at the listed Pennington, New Jersey location. Bank of America describes its culture as inclusive and caring, and states a commitment to an in-office culture with an appropriate level of flexibility based on role responsibilities and business needs. The role is first shift, 40 hours per week, and may require extended hours during high-volume periods. Pay is $25.00–$38.71 per hour, with offers based on experience, education, and skill set. It is compensated with base salary and is not incentive eligible. The role is currently benefits eligible; the posting also mentions paid time off and support for employee well-being.

Requirements

Ability to lead teammates and act as a strong role model within the team.
At least 6–9 months of experience driving execution of complex financial and/or non-financial client transactions.
At least 6–9 months performing quality assurance reviews, testing, and training to support high performance accuracy of metrics and quality standards.
Support risk management and audit processes, including issue identification, mitigation strategy development, and exam preparation.
Review and update procedures to keep them accurate and current.
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, including the ability to prioritize and independently handle multiple tasks.
Proficient PC skills, including Microsoft Excel and Outlook.

Responsibilities

Perform moderately complex activities supporting the assignment, sourcing, gathering, furnishing, and movement of financial and client information and data according to established guidelines and procedures.
Respond to moderately complex client inquiries through multiple channels to support operational efficiency and quality client service.
Review and approve required account documentation.
Identify risks and opportunities for process improvement based on understanding how work affects other operational units.
Maintain knowledge of operational processes and assist in training less experienced team members.
Oversee specific fund groups and complete end-to-end fund ownership activities in partnership with fund companies.
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 and manage data entry and validation within the dividend system.
Process manual dividend reinvestments and dividend corrections as needed.
Distribute reports and complete additional activities related to fund ownership, including fund surveys and scorecards.
Prepare materials and attend fund visits.
Research and resolve complex issues and perform necessary correction processing.
Support risk management and audit processes, including identifying issues, developing mitigation strategies, and preparing for examinations.
Review and update procedures as needed to ensure they are accurate and up to date.