Bank of America
Senior Operations Consultant - Investment Information Management
$63K–$105K
Pennington +1 · Senior · Full-time · Posted Sep 23, 2026
- Location
- Pennington
Jacksonville - Education
- Bachelor's degree in Mathematics, Finance, Economics, Statistics, or a related quantitative discipline, or equivalent combination of education and relevant experience.
About the job
Leads investment performance operations, resolving complex calculation issues and improving reporting processes, platforms, and strategic initiatives for Wealth Management.
What you'll do
- Analyze and resolve complex investment performance discrepancies, outliers, and data inconsistencies.
- Lead operational and platform improvements, strategic initiatives, workflows, and performance measurement reporting.
- Advise, train, and collaborate with associates, Financial Advisors, business partners, vendors, and senior leaders.
What they ask for
- Advanced knowledge of investment performance methodologies, including TWRR, MWRR, Modified Dietz, asset weighting, aggregation, and risk statistics.
- Strong quantitative and analytical skills, including ability to resolve complex performance calculation issues.
- Experience with investment performance and reporting platforms and financial market data providers.
- Intermediate to advanced proficiency in Microsoft Excel and PowerPoint.
Nice to have
- Bachelor's degree in Mathematics, Finance, Economics, Statistics, or a related quantitative discipline, or equivalent combination of education and relevant experience.
- Experience supporting investment performance reporting in wealth management, asset management, family office, or financial services.
Pay
$63,000.00 - $105,000.00 USD annualized base salary
Tools
Microsoft Excel, PowerPoint, First Rate, Addepar, Tamarac, Confluence, Black Diamond, Clearwater
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