Information Management Consultant - Securities, Settlements, and Custody Operations

Job Description

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth.

We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates's physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.

These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.

• Performs complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data according to the established guidelines and procedures.
• Leads end-to-end resolution of complex client issues and inquiries, including research, escalation and approvals for items with high levels of monetary risk.
• Drives execution of complex financial and non-financial client transactions.
• Supports process improvements, requirements, and initiatives across multiple stakeholders.
• Performs quality assurance reviews, testing and training to ensures high performance accuracy of performance metrics and quality standards.
• Supports risk management and audit processes, including identification of issues, development of mitigation strategies, and exam preparation.
• Reviews and updates procedures as needed to ensure they are accurate and up-to-date.

Identifies operational risks and process improvement opportunities, within fund setup and maintenance workflows, evaluates upstream and downstream impacts of data management processes, and recommends enhancements that reduce errors, strengthen compliance, and align with enterprise standards and regulatory requirements.

Understands the process flow from end to end including the reasons for each step, the process controls, the risks within the process and the upstream/downstream impacts of their work based on an understanding of how the work impacts other operational units.

Validates and approves instructions and supporting documentation for completeness, accuracy, and compliance, ensuring adherence to internal and regulatory requirements and escalating discrepancies to leadership or designated team to mitigate risk and maintain audit readiness.

• Minimum of 5 years of experience supporting complex processes across operations, project management, team leadership, and/or business controls.
• Knowledge of Alternative Investments trading and onboarding, including operational workflows, documentation, and lifecycle considerations.
• Proven ability to apply sound judgment to resolve complex or high-risk exceptions, including identifying appropriate corrective actions and escalation paths.
• Demonstrated ability to manage multiple priorities in a fast-paced environment, with flexibility to adapt as business needs evolve.
• Advanced proficiency in Microsoft Excel (e.g., pivot tables, data analysis, trend reporting) for reporting and process improvement.
• Experience with leading the coordination and execution of internal and external audits, ensuring timely and accurate responses.
• Proven ability to strengthen and maintain a robust controls framework across operations.

• Experience with leading or supporting key initiatives and projects impacting the operations team.
• Experience with partnering with cross-functional stakeholders to implement process improvements, system enhancements, and automation solutions.
• Experience monitoring project timelines, risks, and dependencies to ensure successful delivery.
• Experience supporting quality assurance, control testing, or second-review activities within a regulated environment.

• Account Management
• Attention to Detail
• Customer and Client Focus
• Problem Solving
• Written Communications
• Analytical Thinking
• Controls Management
• Prioritization
• Result Orientation
• Mentoring
• Research
• Trade Operations Management
• Numerical Reasoning