Jobs · Management · North Carolina

Ops Sr Analyst

Bank of America · Charlotte, NC · 1 mo ago
ManagementFull-time
We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. The posting includes a lot of introductory fluff about Bank of America culture etc. That could be considered "About the role" maybe? The instructions: do NOT repeat the job title as a heading. Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use
  • for any list of duties/requirements/benefits, and

    for prose. Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

    or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones. We have shift and hours per week: "Shift: 1st shift (United States of America) Hours Per Week: 40". That is schedule info. So we can include a Schedule section with that content. Benefits: The posting mentions benefits in the introductory paragraph: "supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits." That's a statement about benefits but not specific list. It's somewhat generic but still mentions benefits. Should we include Benefits section? The instruction: never create Benefits sections unless the posting actually states them. It does state benefits generically. Could include a short paragraph about benefits. However they say prefer a few substantive sections over many thin ones. The benefits statement is vague but still substantive? It's not a list. Could include a

    under Benefits heading. Pay: No mention of salary/pay. So do not include Pay section. Qualifications: There's Required Qualifications and Desired Qualifications. Could combine into Requirements/Qualifications sections. The instruction: Use headings like Requirements, Qualifications. We could have a Requirements section for required qualifications, and maybe a Qualifications section for desired? But they said prefer few substantive sections over many thin ones. Could combine required and desired into one Qualifications section? But they gave examples: Requirements, Qualifications. Might be okay to have both if content is substantive. However we need to avoid duplication. Let's see: Required Qualifications list: bullet points. Desired Qualifications list: bullet points. Skills: list. We could have sections: About the role (intro paragraph about Bank of America culture and role purpose), Responsibilities (list), Qualifications (combined required and desired), Skills (list), Schedule (shift/hours). Benefits maybe optional. We must not repeat job title as heading. No job title given explicitly; we can ignore. We need to preserve ALL substantive information. So we need to include the introductory paragraphs about Bank of America purpose, culture, etc. That's substantive. So About the role section can contain that prose. We need to remove duplicated lines: The posting repeats some sentences: "This job is responsible for providing moderately complex research, reporting, and analytical support for the delivery of end-to-end support for Global Operations, sales, trading/underwriting business for securities, foreign exchange, fixed income, exchange traded derivatives, and over-the-counter derivatives across multiple Lines of Business." appears twice. We should include only once. Also "LOB Job Description: This job is will support Global Accounting & Reconciliation as a member of the Control and Reporting team." etc. That's part of responsibilities. We need to format responsibilities as

    • . Ensure we capture all responsibilities bullet points. Let's extract responsibilities from the "Responsibilities:" list: - Run metric based controls that measure the health of the reconciliation space and report the findings of those controls to risk partners - Maintaining the reconciliation database, including updating functions and functional ownership - Liaising with Global Markets Operations (GMO) and Reconciliation partners to solve complex recon problems - Maintains accuracy of client portfolio using internal and external comparison tools - Performs research and conducts moderately complex analyses using established techniques, including transactions that require special handling and exception handling - Explores methods to enhance processes, further reduce risks, and boost client experience - Partners with colleagues on the trade and sales support teams, as well as external agents - Creates reports and liaises with internal partners to ensure proper client reporting and assist with regulatory reporting - Escalates potential risks and exposures to manager in a timely manner - Assists with ad-hoc projects, new processes, or initiatives requiring coordination among subject matter experts representing multiple product areas or functions Also earlier: "Key responsibilities include carrying out duties under general supervision and assisting teammates while following established procedures. Job expectations include performing Customer Identification Program and Customer Due Diligence refresh processes." That's also responsibilities. Should include. Also "LOB Job Description: This job is will support Global Accounting & Reconciliation as a member of the Control and Reporting team. Functions include but are not limited to: Reconciliation data governance, running and implementing controls to reduce risk across the recon utility, generating reconciliation reports to support global markets operations, and overall support of the operating model." That's also responsibilities. We need to combine and avoid duplication. Let's list unique responsibilities: 1. Carrying out duties under general supervision and assisting teammates while following established procedures. 2. Performing Customer Identification Program and Customer Due Diligence refresh processes. 3. Reconciliation data governance. 4. Running and implementing controls to reduce risk across the reconciliation utility. 5. Generating reconciliation reports to support global markets operations. 6. Overall support of the operating model. 7. Run metric based controls that measure the health of the reconciliation space and report the findings of those controls to risk partners. 8. Maintaining the reconciliation database, including updating functions and functional ownership. 9. Liaising with Global Markets Operations (GMO) and Reconciliation partners to solve complex recon problems. 10. Maintains accuracy of client portfolio using internal and external comparison tools. 11. Performs research and conducts moderately complex analyses using established techniques, including transactions that require special handling and exception handling. 12. Explores methods to enhance processes, further reduce risks, and boost client experience. 13. Partners with colleagues on the trade and sales support teams, as well as external agents. 14. Creates reports and liaises with internal partners to ensure proper client reporting and assist with regulatory reporting. 15. Escalates potential risks and exposures to manager in a timely manner. 16. Assists with ad-hoc projects, new processes, or initiatives requiring coordination among subject matter experts representing multiple product areas or functions. Some may be similar: #4 and #7 both about controls; but we keep both as they are slightly different nuance. Now Required Qualifications list: - 2+ years of intermediate-level Excel experience. - 1-3 years of experience with reconciliation systems/design - 1-3 years of experience in the financial services industry - Presentable, confident and client focused. - Excellent communication skills (written and verbal) and ability to present to an audience. - Ability to work under pressure in a team environment. - Demonstrated experience liaising with and influencing all levels of the firm and people with different experiences and backgrounds. - Self-motivated and inquisitive. - Successful candidate will be able to manage own time, prioritize to meet tight deadlines and know when to escalate. - Strong focus on attention to detail. - Proven process improvement experience. - Demonstrated ability to manage multiple priorities/tasks. - Demonstrated ability/willingness to continuously learn on the job. - Demonstrated ability to problem solve. Desired Qualifications list: - Familiarity with the full Microsoft Office Suite, including Word, Outlook and Access - Experience with data analysis, including maintaining databases, collecting data, filtering and cleaning data, identifying patterns, interpreting data and presenting findings - Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions - Excels in working among diverse viewpoints to determine the best path forward - Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner - Commitment to challenging the status quo and promoting positive change. - Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base - Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world Skills list: - Attention to Detail - Critical Thinking - Data Collection and Entry - Recording/Organizing Information - Research - Fraud Management - Interpret Relevant Laws, Rules, and Regulations - Problem Solving - Quality Assurance - Risk Management - Adaptability - Customer and Client Focus - Prioritization - Result Orientation - Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40 Benefits statement: "supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits." Also earlier: "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." That's more about culture. We could include Benefits section with that sentence about benefits. Now we need to output HTML fragment only, no /, no markdown. We'll produce sections:

      About the role

      with paragraphs containing the introductory fluff about Bank of America purpose, culture, inclusive workplace, in-office culture, career development, etc. Ensure we preserve all substantive info from that intro. We need to avoid duplication: The intro includes two paragraphs: first about purpose, second about culture, third about in-office culture, fourth about career development. We'll combine into maybe multiple

      under About the role. Let's extract the intro text: "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!" That's the intro. We'll put that in

      maybe split into logical paragraphs but we can keep as one

      or multiple. It's okay. Now Responsibilities section:

      Responsibilities

      • ... each responsibility. We need to ensure we don't miss any. Let's list responsibilities again with concise phrasing: - Carry out duties under general supervision, assist teammates, and follow established procedures. - Perform Customer Identification Program and Customer Due Diligence refresh processes. - Manage reconciliation data governance. - Run and implement controls to reduce risk across the reconciliation utility. - Generate reconciliation reports to support global markets operations. - Provide

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