Transaction Management Ops Analyst
Transaction Management Ops Analyst
Charlotte, North Carolina
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**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 supporting post-trade processing activities, including trade settlement, reconciliation, asset transfers, and exception management. Partners with internal teams and clients to ensure accurate and timely transaction processing while adhering to established controls and procedures. The role requires strong analytical, problem-solving, and client service skills.
**LOB Job Description:**
The Transaction Management Operations Analyst serves as the primary relationship contact for Americas (AMRS)-based institutional clients, supporting the post-trade lifecycle of U.S. Fixed Income transactions. This highly visible client-facing role is responsible for delivering exceptional service while managing trade confirmations, allocations, settlements, and operational inquiries. The analyst acts as a trusted partner to clients, trading desks, sales teams, and internal operations groups to ensure seamless client experience and timely resolution of trade-related issues. The ideal candidate combines Fixed Income operational knowledge with outstanding communication, relationship management, organization, and problem-solving skills. This position offers extensive exposure to Trading, Sales, and Institutional Clients.
**Responsibilities:**
+ 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.
**Required Qualifications:**
+ 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.
**Desired Qualifications:**
+ 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
**Skills:**
+ Attention to Detail
+ Multi-tasking
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Analytical Thinking
+ Written Communications
+ Research
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
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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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.
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