Transaction Management Ops Analyst

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!

• →Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures
• →Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
• →Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions
• →Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units
• → Research and resolves trade errors, allocations and discrepancies found in routine reports
• →Responds to internal and external partner inquiries related to trade corrections and error resolution via email, phone, or workflow systems, escalating more challenging issues to leadership ensuring operational efficiency and quality client service
• →Understand 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 the work affects other operational units

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

• ​Minimum 1 year experience with financial industry product support
• ​​Demonstrated ability to manage a personal caseload and organize work to meet daily/weekly SLAs
• Ability to use Microsoft Excel to run macros, apply filters and understand PivotTables
• Experience using Microsoft Outlook to manage and organize daily email communications

• Experience reviewing/booking trades or resolving trade exceptions/corrections for mutual funds, fixed income, equities, or money markets
• Coursework or work experience in operations, finance, or accounting

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy