16 days old

GWIM Sr Operations Analyst

Boston, MA 02133
**Job Description:**

**Enterprise Job Description**

Provides technical and analytical support in a GWIM operations function for one or more product areas such as funds transfer, collateral mg.t/margins, corporate actions, static data/data management, control, trader support, clearance/settlement, documentation/confirmations, customer service, new accounts, client valuations, document processing or statement/billing processing. Responsible for the analysis and resolution of moderately complex operations problems and initiatives requiring exception handling and working with multiple operational and/or product specialists to resolve. May participate in projects and/or introduction of new initiatives, systems, products/services and processes. As a technical expert, acts as a unit advisor providing technical support to less experienced associates. This role typically requires 3+ years' experience in operations functions and a thorough working knowledge of the operational aspects of transactions and products.

**Line of Business Position Description and Responsibilities:**

The position is located in Boston and within the U.S Trust Investment Services group. The Trade Support Analyst will work with various custodian banks and brokers and provide technical operational trade support for U.S. Trust. The Analyst will be responsible for the timely and accurate delivery and settlement of both Equity and Fixed Income security transactions. The Analyst will provide high quality customer service, product knowledge, and problem resolution. The candidate must be able converse intelligently with the front office and will deal regularly with portfolio managers, traders and various technology teams.

Responsibilities include:

The matching and affirmation of Equity and/or Fixed Income security transactions

Reporting trades to custodian banks, manually or systematically

Following up on all exceptions with appropriate parties (trading, custodian banks, brokers and fund accounting)

Developing and maintaining positive relationships with all internal and external contacts to promote expeditious trade problem resolution

Ensuring all SLAs 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

Completing projects (industry or regulatory) assigned by Department Manager or Team Lead

**Required Skills and Experience:**

+ Minimum of 2 years experience in an investment operations role or equivalent

**Desired Skills and Experience:**

+ Bachelor's degree in Finance, Accounting, Economics or equivalent

+ Experience on both domestic and international trade markets

+ Maintain effective working relationships with both internal and external parties

+ Good understanding of equity, fixed income and cash investments

+ Demonstrates thoroughness and accuracy in work completed

+ Good organizational and time management skills

+ Strong verbal and written communication skills

+ Extremely detail oriented

+ Ability to work under pressure with changing work requirements

+ Team player that is able to learn other operations

+ High personal standards of conduct and integrity

+ Basic Bloomberg experience a plus

+ Experience with Charles River, OMGEO, CTM, Oasys, PACE, TradeWeb, MarketAxess a plus

+ 3-5 Hours of Investing in You training

**Posting Date** : 07/26/2018

**Location** :

Boston, MA, 100 FEDERAL ST (MA5100),

- United States

**Travel** : No

**Full / Part-time** : Full time

**Hours Per Week** : 40

**Shift** : 1st shift

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GWIM Sr Operations Analyst

Bank of America
Boston, MA 02133

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