Hybrid Information Management Consultant – Wealth Management, Performance Operations

at Bank of America

• Job title: Information Management Consultant – Wealth Management, Performance Operations
• Job type: Full Time
• Experience level: Junior, Mid level
• Salary: $68,000 - $106,400 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Pennington, United States

About the role

• Information Management Consultant supporting the onboarding and maintenance of investment performance data at Bank of America. Leading resolution of complex financial data issues and quality assurance.

Responsibilities

• 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