Transaction Management Ops Analyst
About the role
Bank of America is seeking a Transaction Management Ops Analyst to handle moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. The role involves reconciliation, settlement, and trade and transfer support, providing quality service and operations support for internal business partners and external clients in accordance with established guidelines and procedures. The analyst will serve as the main point of contact for Prime Brokerage clients on settlement‑related queries across products, markets, entities, and trade status, delivering premium client service while managing risk and exposure of client trading activity. Continuous improvement through process enhancements, client analysis, and strategic change is a key focus.
Responsibilities
- Perform moderately complex transaction processing and reconciliation with medium to large monetary impact according to established written guidelines and procedures.
- Serve as the primary point of contact for Prime Brokerage clients for settlement‑related queries across products, markets, entities, and trade status.
- Respond to moderately complex client inquiries via multiple channels to support operational efficiency and quality client service.
- Analyze and resolve moderately complex transactions that require escalations and exceptions.
- Proactively identify risk and opportunities for process improvements based on an understanding of how the work impacts other operational units.
- Resolve and escalate matched and unmatched trades for clients settling in the Americas markets (US, Canada, and Latin America).
- Provide timely responses to client queries regarding the settlement of their trades.
- Handle client fails reporting and break reconciliation investigation and resolution.
- Perform and present client metrics analysis, articulating data‑driven stories to influence efficiency.
- Directly interact with clients daily, acting as the main point of contact for settlement operational issues.
Required Qualifications
- 1–3 years of financial services experience.
- Presentable, confident, and client‑focused.
- Client‑facing experience or ability to conduct discussions with clients confidently.
- Excellent communication skills and ability to present to an audience.
- Ability to work under pressure in a team environment.
- Self‑motivated and able to work unsupervised; capable of managing own time and knowing when to escalate.
- Ability to liaise with all levels of the firm and with people from diverse experiences and backgrounds.
Desired Qualifications
- Strives to bring new thoughts and ideas to teams to drive innovation and unique solutions.
- Excels in working among diverse viewpoints to determine the best path forward.
- Experience connecting with a diverse set of clients to understand future business needs; a continuous learner.
- Commitment to challenging the status quo and promoting positive change.
- Participates in and drives collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
- Believes in the value of diversity to reflect, connect, and meet the diverse needs of clients and employees worldwide.
Skills
- Attention to Detail
- Customer and Client Focus
- Oral Communications
- Prioritization
- Problem Solving
- Account Management
- Analytical Thinking
- Coaching
- Written Communications
- Mentoring
- Research
- Result Orientation
Schedule
First shift (United States), 40 hours per week.