Information Management Analyst

Information Management Analyst

Pennington, New Jersey;Dallas, Texas; Chandler, Arizona; Charlotte, North Carolina

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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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

This job is responsible for complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data. Key responsibilities include end-to-end ownership of issue resolution, working across multiple operations and product specialists, and ensuring procedures are clearly documented and up to date. This role also may support projects and initiatives and prepare executive-level reports and presentations, while providing deep subject matter expertise.

Responsibilities:

• Performs complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data according to the established guidelines and procedures

• Leads end-to-end resolution of complex client issues and inquiries, including research, escalation and approvals for items with high levels of monetary risk

• Drives execution of complex financial and non-financial client transactions

• Supports process improvements, requirements, and initiatives across multiple stakeholders

• Performs quality assurance reviews, testing and training to ensures high performance accuracy of performance metrics and quality standards

• Supports risk management and audit processes, including identification of issues, development of mitigation strategies, and exam preparation

• Reviews and updates procedures as needed to ensure they are accurate and up-to-date

Skills:

• Account Management

• Attention to Detail

• Customer and Client Focus

• Problem Solving

• Written Communications

• Analytical Thinking

• Controls Management

• Prioritization

• Result Orientation

• Mentoring

• Research

• Trade Operations Management

Line of Business Job Description:

The Business Controls organization within Wealth Management Operations (WMO) provides horizontal risk and control governance oversight for WMO, inclusive of regulatory exams, inquiries, audits, risk reviews & remediation, audit issue portfolio, regulatory reporting, general ledger account maintenance, exposure reporting and complaints.

The Process Control and Reporting Services Team within Business Controls is responsible for Broker Dealer Separation Oversight, Identify & Access Management Governance, Global Records Management, Medallion Stamps, Exposure Reporting, General Ledger Account Maintenance, and Annual Audit Support for Private Bank depository locations.

?Provides technical and analytical support in a GWIM operations function for one or more product areas such as funds transfer, collateral mgt/margins, corporate actions, static data/data management, control, trader support, clearance/settlement, documentation/confirmations, customer service, new accounts, client valuations, document processing or statement/billing processing. Responsible for the analysis and resolution of moderately complex operations problems and initiatives requiring exception handling and working with multiple operational and/or product specialists to resolve. May participate in projects and/or introduction of new initiatives, systems, products/services, and processes. As a technical expert, acts as a unit advisor providing technical support to less experienced associates.

This role typically requires 3+ years of experience in operations functions and a thorough working knowledge of the operational aspects of transactions and products.

Required Skills:

• 3+ years of relevant business experience

• Ability to execute and deliver results with minimal supervision

• Proven analytical mindset and quantitative capabilities, with some experience working with large data sets

• Flexibility with ability to handle a variety of tasks and projects independently

• Strong communication skills - written and verbal across multiple levels of an organization; able to influence/challenge and negotiate to keep all parties engaged in the process; establish partnerships; leading larger group meetings via conference calls

• Strong relationship management skills to foster a collaborative working environment

• Highly organized with a self-starter attitude and ability to execute in a fast-paced environment with competing priorities

• Exceptional attention to detail and the ability to hold others accountable without direct supervisionProven ability to provide comprehensive solutions to complex needs and/or problem

• Experience with process improvement and proven ability to analyze a process and make recommendations for change

• Demonstrate critical thinking and intellectual curiosity to drive change?

Desired Skills:

• Proficient with SharePoint, PowerPoint & Process Owner Portal (POP)

• Consistently works well with business partners to understand asks and drive conversations and results on initiatives/deliverables.

• Regularly displays a willingness to assist and helps in the completion of business deliverables.

• Continually displays patience and support in adapting to business and staffing changes.

• Understands big picture, quickly adapts, and implements changes.

• Effectively communicates across all band levels (inclusive of executives and senior leaders) to ensure compliance with regulations and enterprise standards.?

This position is currently located at 901 Main Street, Dallas, TX but will relocate to the Addison campus at 16001 N Dallas Parkway in mid 2026. Successful candidate(s) for this role would be required to work in the Main Street location until the move to Addison occurs.

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

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Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.