Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
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. A Job expectations include providing quality service and effective operations support for internal business partners and external clients.

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 proceduresResponds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client serviceReviews and approves required account documentationIdentifies risk and opportunities for process improvement based on an understanding of how the work impacts other operational unitsMaintains knowledge of operational processes and assists in training less experienced team members

Line of Business Job Description:

The Institutional Retirement Performance Operations – Information Management Analyst role supports the Merrill Institutional Consulting Line of Business within Workplace Benefits.  The Information Management Analyst is responsible for assisting with client onboarding into the Merrill Institutional Consulting performance platforms, reviewing performance data and returns within the performance platforms, and providing support to the Merrill Institutional Consultants and their Team’s. 

Responsibilities:

Complete client onboarding activities for performance platformsReview and validate performance data and returns on performance platformsSupports Merrill Institutional Consultant inquiriesIdentifies risk and opportunities for process improvement based on an understanding of how the work impacts other operational unitsMaintains knowledge of operational processes and assists in training less experienced team members

Required Skills:

General knowledge of investment products1-2 years of operational experienceCustomer and Client FocusWritten CommunicationsAnalytical ThinkingOral CommunicationsPrioritizationProblem SolvingCollaborationRecording/Organizing InformationResearchResult OrientationPrevious experience supporting investment productsGeneral knowledge of Single Process Inventory

Desired Skills:

Previous experience supporting investment productsGeneral knowledge of Single Process Inventory

Skills:

Account ManagementAttention to DetailCustomer and Client FocusWritten CommunicationsAnalytical ThinkingOral CommunicationsPrioritizationProblem SolvingCollaborationRecording/Organizing InformationResearchResult Orientation

Shift:

1st shift (United States of America)

Hours Per Week: 

40