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Transaction Management Ops Analyst-Global Markets-Equity

Transaction Management Ops Analyst-Global Markets-Equity

CompanyBank of America
LocationCharlotte, NC, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
Degrees
Experience LevelEntry Level/New Grad, Junior

Requirements

  • 1 year customer facing experience
  • Experience with financial markets
  • Strong Communication Skills
  • Problem Solving Skills

Responsibilities

  • The team primarily supports the Equity business within Global Markets (High-Touch, Electronic, Portfolio, Convertible Bond, Capital Markets, Derivatives and more). This team can be categorized as post-execution transaction management and is responsible for the internal allocation kicking off the settlement process within the lifecycle of a trade.
  • 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
  • Provides internal and external operational support of our stakeholders.
  • Provide clients institutional processing services for day to day equity transactions done with BOFAS.
  • Professionally support challenging stakeholders internally and externally(clients-investment manager, hedge fund services, brokers).
  • Associate is dedicated to optimized identify and optimize performance related to channel management for cash equity business (Allocation, Affirmation and Settlement).

Preferred Qualifications

  • 2 year financial services experience