Wealth Management Transaction & Risk Analyst

Bank of America; Pennington (NJ); On-site; USD 65,000 - 95,000; Full time

Job summary

Bank of America is seeking a Transaction Management Operations Analyst to join Wealth Management Operations in New Jersey. The role focuses on moderate transaction processing, reconciliation, and reporting to support client commitments and firm obligations.

You will collaborate with internal teams, manage escalations, and contribute to risk controls while ensuring accurate, timely processing in a fast-paced environment.

Qualifications

• Experience with financial processes and regulatory requirements.
• Attention to detail in processing transactions and reconciliations.
• Ability to manage multiple priorities and meet deadlines.

Responsibilities

• Analyze and resolve moderately complex transactions with escalations.
• Perform transaction processing and reconciliation with medium to large monetary impact.
• Respond to client inquiries through various channels to support service quality.
• Identify risks and opportunities for process improvements.

Skills

Attention to Detail

Analytical Thinking

Oral Communications

Written Communications

Problem Solving

Account Management

Coaching

Mentoring

Research

Numerical Reasoning

Customer and Client Focus

Prioritization

Education

College Degree

Tools

Microsoft Office (Excel, Access, Word, Outlook, SharePoint)

Job description

Bank of America is seeking a Transaction Management Operations Analyst to join Wealth Management Operations in New Jersey. The role focuses on moderate transaction processing, reconciliation, and reporting to support client commitments and firm obligations.

You will collaborate with internal teams, manage escalations, and contribute to risk controls while ensuring accurate, timely processing in a fast-paced environment.