Account 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.

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!

Job Description:
This job is responsible for moderately complex activities supporting the creation, onboarding and maintenance of accounts, according to the established guidelines and procedures. Key responsibilities include providing quality service and effective operations support for internal business partners and external clients and assisting in training for less experienced team members. Job expectations include operating with a moderate level of independence, and referring to their team lead or manager for direction and support with moderately complex issues and escalations.

LOB Job Description:

Client & Account Lifecycle Management (CALM) Team manages the creation and maintenance of account level reference data, including standing settlement instructions and documentation to facilitate the processing and settlement of trades across all global market product classifications.  In addition the team receives, digitizes and reports on account level documentation in order to meet firm and client regulatory requirements. 

Responsibilities:

The CALM Accounts analyst plays a fundamental and influential role in delivering process control and efficiency enhancements, enabling the team more time to focus on the client. In addition, the individual serves as a leader and escalation contact for the team. You will join a close-knit and industrious group of professionals where you will soon begin impacting the business and our clients by:

• Developing deep product and operational knowledge of account onboarding and maintenance across multiple products and jurisdictions within global markets for institutional clients
• Researching and resolving key business and risk problems while partnering with front office, operations, and technology business partners
• Engaging in cross-team collaboration and gaining exposure to diverse product lines
• Building and maintaining strong relationships with internal and external business partners across AMRS, EMEA and APAC regions.
• Exploring and implementing methods to enhance processes, further reduce risks, and boost client satisfaction
• Performs onboarding and maintenance of accounts and reviewing required account documentation.
• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
• Reviews and approves required account documentation
• Proactively identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units
• Performs moderate levels of research, follow-up and resolution of more complex routine research requests

Required Qualifications:

• 1-3 years of excel proficiency, including pivot tables, V and X lookups, other complex  formulas, and data modeling.
• 1-3 years of experience with Power Query and Power Automate
• 1-3 years of experience with Alteryx for data preparation and advanced analytics
• 1-3 years of experience with LRR (Law Rule Regulatory) requirements associated with Global Market Accounts, including interpretation, validation, and compliance requirements.
• Risk management awareness. 1-3 years of experience working with second and third line partners.
• 1-3 years of experience packaging and documenting requests for audit and risk partners.
• Intellectual curiosity, passion, and self-motivation
• Excellent time management and prioritization skills, with ability to meet tight deadlines
• Strong sense of teamwork and collaboration
• Commitment to delivering excellence
• Excellent verbal and written communication skills with ability to communicate with various stakeholders at senior levels
• Proficiency in Microsoft Copilot for workflow automation, data insights, and productivity optimization.
• Ability to analyze large datasets and generate actionable insights. Familiarity with visualization tools and dashboards such as Tableau and Power BI.
• Understanding of AI-driven tools, automation platforms, and digital transformation trends
• Critical thinking, creativity, and problem solving skills
• Highest degree of integrity / ethical standards and sound judgment

Desired Qualifications:

• 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:

• Account Management
• Customer and Client Focus
• Oral Communications
• Research
• Analytical Thinking
• Attention to Detail
• Collaboration
• Problem Solving
• Prioritization
• Recording/Organizing Information
• Result Orientation

Shift:

Hours Per Week: