Transaction Management Ops Analyst

Job Description:

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.

• 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
• Serve as the primary point of contact for AMRS-based institutional clients for all Fixed Income trade processing activities.
• Deliver a high-touch service experience by managing client inquiries related to trade confirmations, allocations, settlements, and account maintenance.
• Coordinate closely with trading desks, sales teams, clients, custodial banks, and operations business partners to ensure timely resolution of issues.
• Respond promptly and professionally to client inquiries via phone and email.
• Take ownership of complex trade-related issues through to resolution, providing regular updates and clear communications to clients and the trading desk.
  Identify opportunities to streamline processes, reduce operational risk, and improve the overall client experience.

• 1-3 years of capital markets experience, preferably within fixed income and/or a bachelor's degree in accounting, finance, or operations management.
• Must be self-motivated and able to work independently or as part of team.
• Must be able to operate successfully in a fast-paced environment and manage competing priorities.
• Experience using Microsoft Excel, specifically creating Pivot and VLookup tables.

• 1-3 years of client servicing experience
• Knowledge and experience using Microsoft Visio and Copilot
• General knowledge of the stock/bond market and investment principles.
• 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

• Attention to Detail
• Multi-tasking
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Analytical Thinking
• Written Communications
• Research