Information Management Analyst

Bank of America

. Review onboarding documents received 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 data and client information, while providing effective operations support and quality service to internal and external partners. Proficient in analyzing data and implementing innovative solutions in a deadline-oriented environment.

Highest-signal resume keywords

Data AnalysisMicrosoft Office SuiteAttention To DetailQuality ReviewAlternative Investments

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data EntrySystem TestingQuality AssuranceFinancial ReportingProject Management

Soft Skills

Critical ThinkingOrganizational SkillsProactive Problem SolvingEffective CommunicationCustomer Service

Industry Keywords

Fund SetupClient IdentificationPricingCost Basis ReportingFinancial Data Management

About the role

Key responsibilities & impact

Review onboarding documents received from fund companies for setup instructions
Analyze received data to ensure system supportability
Enter data to add products to the proprietary platform
Perform 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
Handle 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 finding resolutions to complex situations independently
Ability to act proactively to identify, control, and mitigate risks
Excellent follow-up and organizational skills
Provide outstanding personalized service and exhibit professionalism in all situations
Proficient in Microsoft Office Suite with a strong background in Excel
Knowledge of Alternative Investments is desired
40 hours per week
1st shift (United States of America)

Benefits

Comp & perks

Benefits eligible
Paid time off
Resources and support for employees
In-office culture with role-specific flexibility
Opportunities to learn, grow, and make an impact
Opportunities to develop leadership, project management, and technological skills