GWIM Senior Operations Analyst- Marketing Services & Support
Jacksonville, Florida;Pennington, New Jersey
**Job Description:**
Provides technical and analytical support in a GWIM operations function for one or more product areas such as funds transfer, collateral mgt/margins, corporate actions, static data/data management, control, trader support,clearance/settlement,documentation/confirmations,customer service, new accounts, client valuations, document processing or statement/billing processing.
The employee in this role is responsible for the initial setup and maintenance of Mutual Funds, Alternative Investments, Unit Investment Trusts, and various other product types for Merrill Lynch Wealth Management and US Trust. This role includes the participation in evaluations and subsequent scoring of the fund companys performance in accordance with operating standards at Merrill Lynch. Also, the role provides an opportunity to liaise with fund companies and transfer agents to acquire knowledge related to document requirements, fees, and billing as well as trading, regarding adherence to the fund companys attributes. Through this position, the employee will gain the knowledge of financial risks and proprietary program skills with an understanding of the direct impact on Merrill Lynch Wealth Management and US Trust.
**_The duties of this role include, but are not limited to:_**
+ Review of documents received from fund companies which provide instructions for the setup of Mutual Funds, Alternative Investments, Unit Investment Trusts, and various other products
+ Analysis of received data to ensure system supportability
+ Data entry to add products to the proprietary platform
+ Quality review of data entered
+ Testing of system enhancements based upon business initiatives
+ Frequent communication with internal and external business partners
+ Assist with project work as needed
Minimum Required Skills:
+ Highly organized with strong attention to detail and accuracy
+ Proficient in Microsoft Office Suite with a strong background in Excel
+ Overtime may be required to support business needs
+ Strong oral and written communication skills
+ Able to work in a team oriented, fast paced, deadline driven work environment
+ Strong analytical and problem-solving skills
+ Strong communication skills (verbal and written)
+ Able to demonstrates initiative while working independently
+ Intellectually curious with a desire to identify and implement innovative solutions
+ Excellent follow-up and organizational skills
+ Provide outstanding personalized service and exhibit professionalism in all situations
**Job Band:**
H6
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
**Weekly Schedule:**
Monday - Friday 8AM - 5PM
**Referral Bonus Amount:**
0
**Job Description:**
Provides technical and analytical support in a GWIM operations function for one or more product areas such as funds transfer, collateral mgt/margins, corporate actions, static data/data management, control, trader support,clearance/settlement,documentation/confirmations,customer service, new accounts, client valuations, document processing or statement/billing processing.
The employee in this role is responsible for the initial setup and maintenance of Mutual Funds, Alternative Investments, Unit Investment Trusts, and various other product types for Merrill Lynch Wealth Management and US Trust. This role includes the participation in evaluations and subsequent scoring of the fund companys performance in accordance with operating standards at Merrill Lynch. Also, the role provides an opportunity to liaise with fund companies and transfer agents to acquire knowledge related to document requirements, fees, and billing as well as trading, regarding adherence to the fund companys attributes. Through this position, the employee will gain the knowledge of financial risks and proprietary program skills with an understanding of the direct impact on Merrill Lynch Wealth Management and US Trust.
**_The duties of this role include, but are not limited to:_**
+ Review of documents received from fund companies which provide instructions for the setup of Mutual Funds, Alternative Investments, Unit Investment Trusts, and various other products
+ Analysis of received data to ensure system supportability
+ Data entry to add products to the proprietary platform
+ Quality review of data entered
+ Testing of system enhancements based upon business initiatives
+ Frequent communication with internal and external business partners
+ Assist with project work as needed
Minimum Required Skills:
+ Highly organized with strong attention to detail and accuracy
+ Proficient in Microsoft Office Suite with a strong background in Excel
+ Overtime may be required to support business needs
+ Strong oral and written communication skills
+ Able to work in a team oriented, fast paced, deadline driven work environment
+ Strong analytical and problem-solving skills
+ Strong communication skills (verbal and written)
+ Able to demonstrates initiative while working independently
+ Intellectually curious with a desire to identify and implement innovative solutions
+ Excellent follow-up and organizational skills
+ Provide outstanding personalized service and exhibit professionalism in all situations
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Learn more about this role
Full time
JR-22074768
Band: H6
Manages People: No
Travel: No
Manager:
Talent Acquisition Contact:
Carolyn Brocket [C]
Referral Bonus:
0
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
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