Pennington, New Jersey
20 hours ago
Transaction Management 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 is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members.


Responsibilities:

Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and proceduresResponds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client serviceResponsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptionsProactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units

Skills:

Attention to DetailCustomer and Client FocusOral CommunicationsPrioritizationProblem SolvingAccount ManagementAnalytical ThinkingCoachingWritten CommunicationsMentoringResearchResult Orientation

Provides post-secondary Fixed Income, Equity & Option trade support for Wealth Management branches, Edge and Investment Solutions Group. Serves as intermediary between trading desks in New York & Chicago and North American advisory branches and Edge call centers.


Responsibilities/Functions include:

Supporting the 99-Markets call center lineEmail inquiries for Equities, Options & Fixed Income financial productsProvides trade reporting support, including several trade reports that are sent out each dayTrade booking and research of reconciliation breakshandling of Trading Rejects & Exceptions each day. This includes cancelling and adjusting of some ordersCross training on financial investment products and how to support them

Required Skills:

​ExcelWordOutlookCommunicationAttention to DetailPhone & Service Minded skillset

Desired Skills:

​Knowledge of financial markets

Shift:

1st shift (United States of America)

Hours Per Week: 

40
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