Managed Account Trading Operations Specialist

Bank of America; Jacksonville (FL); On-site; USD 34,000 - 51,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America, based in Jacksonville, FL, is seeking a Managed Account Trading Operations Analyst to oversee trade execution, client allocations, and corporate actions for client accounts. You will work in a robust control environment to book trades accurately and escalate issues when needed.

You will analyze data, generate daily statistics, and support quality assurance while collaborating with Investment Managers and Financial Advisors to ensure timely processing and risk mitigation in a

Qualifications

• 2+ years in broker-dealer operations or GWIM Service Operations
• Experience leading in an operational environment
• Ability to present clearly and grammatically in writing and speech
• Strong Excel skills including formulas, macros, pivot tables
• Self-motivated, proactive with minimal supervision

Responsibilities

• Perform transaction processing and reconciliation with medium to high monetary impact
• Respond to client inquiries to support efficiency and service
• Analyze and resolve moderately complex transactions with escalation
• Identify risks and propose process improvements
• Support daily workflow and quality assurance routines

Skills

Attention to Detail

Customer Focus

Oral Communications

Prioritization

Problem Solving

Account Management

Analytical Thinking

Coaching

Written Communications

Mentoring

Research

Result Orientation

Tools

Microsoft Word

Excel

Job description

Bank of America, based in Jacksonville, FL, is seeking a Managed Account Trading Operations Analyst to oversee trade execution, client allocations, and corporate actions for client accounts. You will work in a robust control environment to book trades accurately and escalate issues when needed.

You will analyze data, generate daily statistics, and support quality assurance while collaborating with Investment Managers and Financial Advisors to ensure timely processing and risk mitigation in a