Transaction Management Ops Analyst - Order Management

Bank of America

3.2

(114)

Pennington, NJ

Why you should apply for a job to Bank of America:

  • 57% say women are treated fairly and equally to men
  • 74% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • A competitive benefits and programs have earned us recognition by Working Mother magazine for more than 30 years.
  • Employee Financial Services offers U.S. employees financial education and special access to financial products, services and expertise.
  • Offers comprehensive domestic partner benefits to U.S. employees and incorporate sexual orientation into non-discrimination policies.
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    Position summary

    can build a successful career with opportunities to learn, grow, and make an impact. Join us!

    Line of Business 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

    Line of Business Job Description:

    The Order Management analyst provides back-up post-secondary Fixed Income , Equity & Option trade support for Wealth Management, Edge and Investment Solutions Group, along with supporting the 99-Markets call center line, email and order entry inquiries for Fixed Income , Equities and Options, managerial reporting, processing Non-market Trade Corrections, Trading Rejects & Exceptions each day. Lastly, the role includes some reporting to other areas and cross training on order status queries of Fixed Income , equities and options orders.

    Required Skills:

    • A minimum of 1 year related experience in financial services.

    • Experience supporting a financial product sales or marketing desk.

    • Experience resolving trade breaks.

    • Knowledge of Fixed Income products and the trading lifecycle

    • Strong Microsoft Excel skills

    • Proven ability to multi-task in a fast-paced trading environment

    • Detail oriented with strong communication and interpersonal skills.

    • Experience reconciling trading ledgers.

    Desired Skills:

    • An aptitude for problem solving.

    • Experience with Bloomberg terminal

    • Fixed Income trade booking experience

    Shift:
    1st shift (United States of America)

    Hours Per Week:
    40

    Learn more about this role

    Why you should apply for a job to Bank of America:

  • 57% say women are treated fairly and equally to men
  • 74% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • A competitive benefits and programs have earned us recognition by Working Mother magazine for more than 30 years.
  • Employee Financial Services offers U.S. employees financial education and special access to financial products, services and expertise.
  • Offers comprehensive domestic partner benefits to U.S. employees and incorporate sexual orientation into non-discrimination policies.