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Gwim Operations Analyst Jobs (NOW HIRING)

Bank of America

Portfolio Manager

New York, NY · On-site

$153K - $208K/yr

The Direct Indexing Portfolio Manager within GWIM CIO Portfolio Management will be part of a team ... Ability to perform quantitative analysis of large amount of data using Excel, Tableau, R, Python or ...

Bank of America

Portfolio Manager

New York, NY · On-site

$153K - $208K/yr

The Direct Indexing Portfolio Manager within GWIM CIO Portfolio Management will be part of a team ... Ability to perform quantitative analysis of large amount of data using Excel, Tableau, R, Python or ...

Bank of America

Portfolio Manager

Charlotte, NC

$153K - $208K/yr

The Direct Indexing Portfolio Manager within GWIM CIO Portfolio Management will be part of a team ... Ability to perform quantitative analysis of large amount of data using Excel, Tableau, R, Python or ...

Bank of America

Portfolio Manager

Chicago, IL

$153K - $208K/yr

The Direct Indexing Portfolio Manager within GWIM CIO Portfolio Management will be part of a team ... Ability to perform quantitative analysis of large amount of data using Excel, Tableau, R, Python or ...

All JobsGwim Operations Analyst Jobs

Gwim Operations Analyst information

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$14

$33

$56

How much do gwim operations analyst jobs pay per hour?

As of Jun 9, 2026, the average hourly pay for gwim operations analyst in the United States is $33.75, according to ZipRecruiter salary data. Most workers in this role earn between $24.04 and $40.38 per hour, depending on experience, location, and employer.

What is the difference between Gwim Operations Analyst vs Data Analyst?

AspectGwim Operations AnalystData Analyst
Required CredentialsBachelor's in Business, Finance, or related field; certifications like Six Sigma or Lean are commonBachelor's in Statistics, Mathematics, or related; certifications like Microsoft Excel or Tableau are common
Work EnvironmentCorporate offices, financial institutions, or operations centersBusiness offices, consulting firms, or data-driven departments
Employer & Industry UsageFinancial services, logistics, operations managementMarketing, healthcare, finance, and technology sectors

While both roles involve analyzing data, the Gwim Operations Analyst focuses on optimizing operational processes within organizations, often working closely with management to improve efficiency. In contrast, Data Analysts primarily interpret data to support decision-making across various business functions. The roles share similar educational backgrounds and work environments but differ in their core focus and application.

What are the key skills and qualifications needed to thrive as a GWIM Operations Analyst, and why are they important?

To thrive as a GWIM Operations Analyst, you need strong analytical skills, attention to detail, and a background in finance or business, often supported by a relevant degree. Familiarity with financial systems, data analysis tools such as Excel, and platforms like Bloomberg or Salesforce is commonly required. Excellent problem-solving, communication, and time management skills help you collaborate effectively and resolve operational issues efficiently. These competencies ensure accuracy, compliance, and smooth operations within the Global Wealth and Investment Management environment.

What are GWIM Operations Analysts?

GWIM Operations Analysts are professionals who support the Global Wealth and Investment Management (GWIM) division of financial institutions, such as Bank of America. They are responsible for processing transactions, ensuring operational accuracy, and supporting the day-to-day activities of wealth management teams. Their work includes reconciling accounts, managing client requests, and maintaining compliance with internal and regulatory policies. These analysts play a key role in delivering efficient operations that enable financial advisors and their clients to meet their investment goals.

What are some common challenges faced by a GWIM Operations Analyst, and how can they be addressed?

GWIM Operations Analysts often encounter challenges such as managing large volumes of complex financial transactions, ensuring regulatory compliance, and adapting to frequent procedural changes. Staying organized and detail-oriented is crucial, as is proactively communicating with team members and other departments to resolve discrepancies quickly. Leveraging ongoing training and utilizing available technology can help streamline processes and reduce errors, making it easier to stay current with industry standards and improve efficiency.
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Gwim Operations Analyst jobs near you

Customer Service Representative -- Financial Services

Amicis Global

Tampa, FL • On-site

$15 - $20.50/hr

Contractor

Posted 23 days ago

Job description

Job Title: Operations Specialist (Level III)/Sr Customer Service Rep
Job Location:  4951 Savarese CIR, Tampa, FL,33634
Job Duration: 12 months + Extension
Note: Hybrid (3 in office, 2 remote); M- F; 8 AM - 5 PM
 
Job Description:
The GWIM Operations Analyst is responsible for providing first contact resolution for accounts and client onboarding & maintenance processes.
We partner with the Brokerage Branch Office, predominantly the Client Associate, the Retirement Benefits Contact Center, and participants to assist them with establishing and maintaining brokerage accounts.
This is accomplished through ensuring adherence to regulatory and compliance guidelines set forth by our governing bodies, including but not limited to the SEC, IRS, and Client.
Our ideal candidate will display superior oral and written communication skills, previous experience in customer service, and the ability to articulate client-centric solutions.
Processes routine/standard transactions according to established procedures and prescribed processes in support of GWIM Operations.
Daily responsibilities will cover one or more operational functional areas such as: opening new accounts, data entry, etc.
Provides quality service and effective and efficient operations support for the assigned areas, internal business partners, and/or external customers and clients. Individuals at this level are expected to use some independence of thought but to refer more complex problems to the Operations Team Manager and/or Supervisor. Generally, 1 year or more of experience is preferred.
 
Required Skills:
Proven decision-making skills and the ability to effectively manage risk.
Proven track record delivering for internal and/or external clients. Strong organizational and teamwork skills
Results-oriented, driven, and ambitious.
Must be flexible with the schedule.