Information Management Analyst - Institutional Retirement Performance Operations Pennington, New Jersey;Chandler, Arizona **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 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 **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 platforms + Review and validate performance data and returns on performance platforms + Supports Merrill Institutional Consultant inquiries + 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:** + General knowledge of investment products + 1-2 years of operational experience + Customer and Client Focus + Written Communications + Analytical Thinking + Oral Communications + Prioritization + Problem Solving + Collaboration + Recording/Organizing Information + Research + Result Orientation + Previous experience supporting investment products + General knowledge of Single Process Inventory **Desired Skills:** + Previous experience supporting investment products + General knowledge of Single Process Inventory **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 **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 and affirmative action, 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. To view the "Know your Rights" poster, CLICK HERE (https://u.go/0As7EN) . View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) . 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. To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE . 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.