Information Management Ops 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. Work includes fund setup, client identification data, pricing, and cost basis reporting, while providing quality service and effective operations support to internal business partners and external clients. The position is part of the Securities Settlement and Custody Operations group within Wealth Management Operations. The Marketing Services and Support Team sets up and maintains Mutual Funds, Alternative Investments, Unit Investment Trusts, and other product types for Merrill Lynch Wealth Management and US Trust. The team supports more than 31,000 CUSIPs through over 1,400 system indicators and evaluates fund-company performance against operating standards. The role also offers opportunities to develop leadership, project management, and technological skills, and to liaise with fund companies and transfer agents on technology business requirements, product fees and billing, and trading. The position is based at 1400 American Blvd, Hopewell Building 4, Pennington, New Jersey. It is a first-shift role with 40 hours per week. Pay is $25.00–$38.71 per hour, determined based on experience, education, and skill set. The role is benefits eligible and is compensated with base salary, not incentive pay.
Requirements
- Proven history of effective ownership and accuracy, with attention to detail.
- Intellectual curiosity and a desire to identify and implement innovative solutions.
- Ability to prioritize and handle multiple job-related duties, including daily tasks and project work, in a deadline-oriented environment.
- Ability to think critically, independently manage complex situations, and find resolutions.
- Proactively identify, control, and mitigate risks.
- Excellent follow-up and organizational skills.
- Provide personalized service and demonstrate professionalism in all situations.
- Proficiency in Microsoft Office Suite, with a strong background in Excel.
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
- Benefits eligible; the posting describes industry-leading benefits, paid time off, and employee resources and support.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
