Transaction Management Ops Analyst
On-siteCharlotte, North Carolina, United States
Job Summary
Respond to moderately complex client inquiries via phone and email to support operational efficiency and quality client service. Analyze and resolve moderately complex transactions requiring escalations and exceptions, acting as the primary point of contact for AMRS-based institutional clients on all Fixed Income trade processing activities. Manage trade confirmations, allocations, settlements, and account maintenance while coordinating with trading desks, sales teams, and custodial banks to ensure timely issue resolution. Identify opportunities to streamline processes, reduce operational risk, and improve the overall client experience. This highly visible role offers extensive exposure to Trading, Sales, and Institutional Clients within Bank of America's post-trade lifecycle.
Required Qualifications
- 1-3 years of capital markets experience
- preferably within fixed income
- bachelor's degree in accounting
- bachelor's degree in finance
- bachelor's degree in operations management
- self-motivated
- ability to work independently
- ability to work as part of team
- ability to operate successfully in a fast-paced environment
- ability to manage competing priorities
- Experience using Microsoft Excel
- creating Pivot tables
- creating VLookup tables
Desired Qualifications
- 1-3 years of client servicing experience
- Knowledge and experience using Microsoft Visio
- Knowledge and experience using Copilot
- General knowledge of the stock/bond market
- knowledge of investment principles
- Experience in connecting with a diverse set of clients
- understanding future business needs
- continuous learner
- Commitment to challenging the status quo
- promoting positive change
- Participate in and drive collaborative efforts
- advance tools, technology, and ways of working
- better serve an evolving client base
- Believes in value of diversity
- reflect, connect and meet the diverse needs of our clients and employees around the world
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