Information Management Analyst

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⠀expectation⠀include⠀providing⠀quality⠀service⠀and⠀effective⠀operations⠀support⠀for⠀internal⠀business⠀partners⠀and⠀external⠀clients.

The⠀Institutional⠀Retirement⠀Onboarding⠀and⠀Maintenance⠀group,⠀within⠀Wealth⠀Management⠀Operations,⠀provides⠀onboarding⠀services⠀for⠀institutional⠀clients in⠀support of⠀their⠀employee⠀retirement⠀benefit⠀plans.⠀Products⠀include⠀Equity⠀Stock⠀Options⠀and⠀Employee⠀Stock⠀Purchase⠀Plans⠀(ESPP).⠀The⠀Conversion⠀Specialist⠀works⠀closely⠀with an⠀assigned⠀Conversion⠀Manager to⠀facilitate⠀the⠀transfer⠀of the⠀client’s⠀Equity⠀and/or⠀ESPP plan⠀to the⠀Bank of⠀America⠀proprietary⠀platform.⠀This can⠀include⠀the⠀transition⠀of⠀demographic⠀data,⠀award⠀details,⠀and⠀historical⠀transaction⠀records⠀from the⠀prior⠀vendor to⠀the Bank⠀of America⠀platform.

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

Required Skills:

• Oral⠀Communication
• Written⠀Communication
• Customer⠀Focus
• Analytical⠀and⠀Problem⠀Solving
• Collaborating
• Critical⠀Thinking
• Organization
• Time⠀Management
• Strong⠀Excel⠀skills for⠀data⠀reporting⠀and⠀reconciliation
• Microsoft⠀Outlook