Senior Operations Consultant - Investment Information Managment

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’ 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. Join us!

This job is responsible for resolving day-to-day complex problems, researching, and executing on complex transactions for multiple sites or larger business unit(s). Key responsibilities include leading the design, development, and implementation of products, systems, processes, and services using discretion within the project management methodologies, with a focus on continuous improvement. LOB Description: As part of Wealth Management Operations (WMO), Investment Information Management Organization, this position is a Senior Operations Consultant within the Wealth Management Performance Operations Team. The Senior Operations Consultant will support the Wealth Management Performance Operations organization by serving as a subject matter expert in investment performance measurement and reporting while leading the design, development, and enhancement of performance operations processes, platforms, and strategic initiatives. Key responsibilities include analyzing and resolving complex investment performance calculation discrepancies and return outliers, providing support to business partners and Financial Advisors, driving operational improvements, supporting performance platform enhancements, and translating sophisticated performance methodologies and analytical concepts into actionable business solutions. Serve as a subject matter expert in investment performance measurement methodologies, including Time-Weighted Rate of Return (TWRR), Money-Weighted Rate of Return (MWRR), Modified Dietz, asset weighting and aggregation, and performance risk statistics. Utilize Microsoft Excel and PowerPoint to perform advanced analysis, develop reporting solutions, and create presentations that support business decision-making. Act as a trusted advisor and mentor, identifying knowledge gaps and fostering increased understanding of performance measurement principles across the organization. Develop and deliver training programs on performance concepts, methodologies, and tools to support both new and experienced associates. Build strong partnerships with Financial Advisors and business teams to understand client reporting needs and deliver performance-related solutions. Identify process improvement opportunities and lead initiatives that enhance operational effectiveness, service delivery, and client outcomes. Develop operational workflows, process maps, and system designs that improve efficiency, scalability, and risk management. Independently