Bank of America
Job Description:
The Private Bank Investment Operations Team provides middle office and operational support for bank placed trades executed by the Investment Solutions Group (ISG) and 3rd Party Invesment Managers. This opportunity is available within the Merrill & Private Bank Trading Services organization to support functions for Private Bank Investment Operations. The Private Bank Investment Operations GWIM Senior Operations Analyst will be responsible for providing daily support of equity, fixed income and options trading for US and International trading. The individual ensures the timely and accurate posting of trade activity and daily reporting requirements within defined timeframes. This role interacts regularly with traders, portfolio managers, Broker/Dealers, technology teams, and control partners.
Responsibilities include:
- Perform regulatory reporting, manually or systematically
- Research and resolution on all exceptions with appropriate parties (trading, brokers and operations partners)
- Developing and maintaining positive relationships with all internal and external contacts to promote expeditious trade problem resolution
- Ensuring all Service Level Agreement’s for Trade Support have been adhered to
- Ensuring that all issues are escalated to the appropriate levels in a timely fashion
- Ensuring compliance to all levels of audit and compliance (laws, rules and regulations)
- Completing projects (industry or regulatory) assigned by Department Manager or Team Lead
Job Band:
H6
Shift:
1st shift (United States of America)
Hours Per Week:
40
Weekly Schedule:
M-F
Referral Bonus Amount:
0