Information Management Consultant – Wealth Management, Performance Operations

Bank of America

. Performs complex activities supporting the onboarding and ongoing maintenance of investment performance data, including confirming vendor and custodial data feeds and ensuring exact historical and ongoing performance returns are available .

Posted 4/8/2026full-timePennington • New Jersey • 🇺🇸 United StatesJuniorMid-Level💰 $68,000 - $106,400 per yearWebsite

About the role

Key responsibilities & impact

Performs complex activities supporting the onboarding and ongoing maintenance of investment performance data, including confirming vendor and custodial data feeds and ensuring exact historical and ongoing performance returns are available
Leads end‑to‑end resolution of complex performance data issues and client inquiries, including research, escalation, and confirmation of resolution
Executes performance data corrections, sending vendor or technology requests, excluding securities when needed, and ensuring updates are applied accurately
Supports high‑volume workflows while consistently meeting service level agreements, prioritizing work effectively during peak periods to ensure prompt and correct delivery of performance returns
Performs quality assurance reviews of automatically generated client account rates of return
Identifies potential risks, evaluates process controls, and supports risk management and audit readiness activities, including documentation of approvals, exceptions, corrective actions, and mitigation strategies
Reviews, updates, and keeps procedures and job aids to ensure they accurately reflect current processes, system enhancements, data sources, and regulatory or business requirements
Partners with technology teams, data providers, vendors, advisory partners, and control functions to support process improvements, resolve data issues, and enhance performance data onboarding and reporting capabilities
Demonstrates a strong understanding of end‑to‑end process flows, including upstream and downstream impacts, process controls, and risk considerations associated with performance data management
Serves as a subject matter expert, supporting knowledge transfer by helping with training, coaching, and guidance of peers to ensure consistent execution, quality standards, and process adherence

Requirements

What you’ll need

2+ years of experience supporting or overseeing the review of complex financial or client data, ensuring accuracy, completeness, and compliance with established procedures
1+ year leading and executing process changes
Demonstrated experience working in high-volume, time-sensitive environments, consistently meeting SLAs
1+ year of experience supporting or working with financial markets and investment assets, including equity, fixed income, and alternative investments
Experience tracking and monitoring key performance indicators for an operational process
Minimum of 6 months of experience training, coaching, or providing guidance to others to meet quality standards and performance expectations
Ability to manipulate and analyze data in Microsoft Excel, using pivot tables, lookup functions and data validation

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible working hours
Paid time off
Discretionary incentive eligible

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

data analysisperformance data managementquality assuranceprocess improvementdata correctionrisk managementcompliancefinancial data reviewkey performance indicatorsdata manipulation

Soft Skills

leadershipcommunicationproblem-solvingtime managementtrainingcoachingcollaborationattention to detailorganizational skillsadaptability