Bank of America

Information Management Consultant – Wealth Management, Performance Operations

Bank of America

full-time

Posted on:

Location Type: Hybrid

Location: Pennington • New Jersey • United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $68,000 - $106,400 per year

About the role

  • 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

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