Information Management Analyst

Bank of America

. Review onboarding documents from fund companies for setup instructions .

Posted 10/30/2026full-timePennington • New Jersey • United StatesMid-LevelSenior💰 $25 - $39 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong attention to detail and ownership in managing financial and client data, ensuring accuracy and effective operations support. Proficient in Microsoft Office Suite, particularly Excel, with the ability to analyze data and implement innovative solutions.

Highest-signal resume keywords

Data AnalysisMicrosoft Excel ProficiencyAttention To DetailProject ManagementRisk Mitigation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data EntryQuality ReviewSystem TestingFinancial Data ManagementClient Identification Data

Soft Skills

Effective CommunicationOrganizational SkillsCritical ThinkingProblem SolvingCustomer Service

Tools & Technologies

Microsoft Office Suite

Industry Keywords

Onboarding DocumentsFund SetupCost Basis ReportingDeadline-Oriented EnvironmentOperational Support

About the role

Key responsibilities & impact

Review onboarding documents from fund companies for setup instructions
Analyze received data to ensure system supportability
Enter data to add products to the proprietary platform
Conduct quality reviews of entered data
Test system enhancements based on business initiatives
Communicate frequently with internal and external business partners
Assist with project work as needed
Support assignment, sourcing, gathering, furnishing, and movement of financial and client information and data
Support fund setup, client identification data, pricing, and cost basis reporting
Provide quality service and effective operations support for internal business partners and external clients

Requirements

What you’ll need

Ability to provide effective ownership and accuracy with an emphasis on attention to detail
Intellectually curious with a desire to identify and implement innovative solutions
Ability to prioritize and handle multiple job related duties, including day-to-day tasks and project work, in a deadline-oriented environment
Ability to think critically while effectively managing and resolving complex situations independently
Ability to proactively identify, control, and mitigate risks
Excellent follow-up and organizational skills
Outstanding personalized service and professionalism in all situations
Proficiency in Microsoft Office Suite, with a strong background in Excel
40 hours per week
1st shift (United States of America)

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Paid time off
Resources and support for employees
Benefits eligibility