Private Bank Investment Operations – Equity and Fixed Income Trade Support 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 an 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.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

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 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

Skills:

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

LOB Job Description:

• Provide timely and accurate trade handling to Private Bank clients when trades are submitted or executed.
• Provide support to Private Bank Front Office and Investment Solutions Group (ISG) Private Bank Trading.
• The review of control reports is completed and quality reviewed by the private Bank Trade Support team to verify trades were actioned and confirmed completely and accurately by settlement date.
• Ensure all trades are posted in the correct account by settlement date. Communicate with ISG Trade Desk to resolve issues timely.
• Team members are located in Jacksonville, FL, Dallas, TX,

Required Skills:

• Excel, Word, Outlook Proficiency
• Strong Written Skills
• Strong Verbal Skills
• Ability to learn from training done both in person and virtually

Desired Skills:

• Works well with others / in a team environment
• Strong Excel Skills
• Ability to work with Macros to perform processes
• Ability to Multi Task
• Receptive to Feedback
• Dedication to work​

This position is currently located at 901 Main Street, Dallas, TX but will relocate to the Addison campus at 16001 N Dallas Parkway in mid 2026. Successful candidate(s) for this role would be required to work in the Main Street location until the move to Addison occurs.

Shift:

Hours Per Week: