Information Management Analyst

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 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 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

Skills:

• Account Management
• Attention to Detail
• Customer and Client Focus
• Written Communications
• Analytical Thinking
• Oral Communications
• Prioritization
• Problem Solving
• Collaboration
• Recording/Organizing Information
• Research
• Result Orientation

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 supervision
  
  Proven 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:

Hours Per Week: