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Performance Measurement Analyst- Institutional Retirement Performance Operations

Company: Bank of America
Location: Jacksonville
Posted on: November 22, 2020

Job Description:

Job Description Enterprise Overview Provides technical and analytical support in a GWIM operations function for one or more product areas such as funds transfer, collateral mgtmargins, corporate actions, static datadata management, control, trader support, clearancesettlement, documentationconfirmations, customer service, new accounts, client valuations, document processing or statementbilling processing. Responsible for the analysis and resolution of moderately complex operations problems and initiatives requiring exception handling and working with multiple operational andor product specialists to resolve. May participate in projects andor introduction of new initiatives, systems, productsservices and processes. As a technical expert, acts as a unit advisor providing technical support to less experienced associates. This role typically requires 3 years experience in operations functions and a thorough working knowledge of the operational aspects of transactions and products. LOB Description This position is a GWIM Sr. Operations Analyst role within the Wealth Management Performance Operations group . This group is responsible for maintaining timely and accurate reporting of client performance returns for the branch office network. The firm houses client data on various custodial platforms, which feed client account activity into other platforms (PMC, Rage, First Rate, and Tamarac), used for completing performance measurement and analytics. Some of these platforms are vendor-based applications. The analyst will support the network of Financial Advisors and other branch office personnel with all aspects related to performance measurement and reporting. Specific responsibilities will include conducting research on issues utilizing firm and public resources, analyzing system data and calculation, portfolio performance, quality assurance of work performed by outside vendors, facilitating adjustments to the performance measurement systems and reporting as needed, supporting exception processing, and the ability to successfully meet administrative deadlines and directives while also ensuring timely and accurate follow-ups to calls and emails. Additional responsibilities will include training and review of all operational and vendor procedures and process flows for completeness and accuracy. Required Skills 1-2 years prior experience in the financial industry Proficiency with Excel, Work, PowerPoint and other similar applications Team player with ability to work independently Must have excellent interpersonal and collaboration skills Must have strong analytical and organizational skills Must be able to prioritize and manage multiple tasks simultaneously Ability to troubleshoot complex performance problems Strong communicative and relationship building skills High attention to detail Desired Skills Bachelor's Degree in Finance, Math or Statistics and 1-3 years of performance measurement experience a plus Knowledge of Performance MeasurementReporting Knowledge of Bloomberg Knowledge of the PMC, Rage, First Rate, or Tamarac platform Level 1 CFA or Series 7 preferred Shift 1st shift (United States of America) Hours Per Week 40 Learn more about this role

Keywords: Bank of America, Jacksonville , Performance Measurement Analyst- Institutional Retirement Performance Operations, Other , Jacksonville, Florida

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