Bank of America
Private Bank Investment Operations – Equity and Fixed Income Trade Support Analy
Bank of America, Addison, Texas, United States, 75001
Private Bank Investment Operations – Equity and Fixed Income Trade Support Analyst
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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.
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, 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. The role handles operational processes which may carry medium to high levels of monetary risk and assists in training less experienced team members.
Responsibilities
Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to 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.
Required Skills
Attention to Detail
Customer and Client Focus
Oral Communications
Prioritization
Problem Solving
Account Management
Analytical Thinking
Coaching
Written Communications
Mentoring
Research
Result Orientation
Desired Skills
Works well with others / in a team environment
Strong Excel Skills
Ability to work with Macros to perform processes
Ability to Multi Task
Receptive to Feedback
Dedication to work
Location & Schedule Position is currently located at 901 Main Street, Dallas, TX but will relocate to the Addison campus at 16001 N Dallas Parkway in mid‑2026. Successful candidate(s) for this role would be required to work in the Main Street location until the move to Addison occurs.
Shift: 1st shift (United States of America) – Hours per week: 40.
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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.
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, 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. The role handles operational processes which may carry medium to high levels of monetary risk and assists in training less experienced team members.
Responsibilities
Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to 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.
Required Skills
Attention to Detail
Customer and Client Focus
Oral Communications
Prioritization
Problem Solving
Account Management
Analytical Thinking
Coaching
Written Communications
Mentoring
Research
Result Orientation
Desired Skills
Works well with others / in a team environment
Strong Excel Skills
Ability to work with Macros to perform processes
Ability to Multi Task
Receptive to Feedback
Dedication to work
Location & Schedule Position is currently located at 901 Main Street, Dallas, TX but will relocate to the Addison campus at 16001 N Dallas Parkway in mid‑2026. Successful candidate(s) for this role would be required to work in the Main Street location until the move to Addison occurs.
Shift: 1st shift (United States of America) – Hours per week: 40.
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