Account Management Ops Analyst

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.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
 

Job Description:
This job is responsible for moderately complex activities supporting the creation, onboarding and maintenance of accounts, according to the established guidelines and procedures. Key responsibilities include providing quality service and effective operations support for internal business partners and external clients and assisting in training for less experienced team members. Job expectations include operating with a moderate level of independence, and referring to their team lead or manager for direction and support with moderately complex issues and escalations.

LOB Description:

Operations team that manages the creation and maintenance of account level reference data, including standing settlement instructions, to facilitate the processing and settlement of trades across all global market product classifications.  In addition the team receives, digitizes and reports on account level documentation in order to meet firm and client regulatory requirements. 

What you’ll do
The RDS operations analyst plays a fundamental and influential role in delivering process control and efficiency enhancements, enabling the team more time to focus on the client. In addition, the individual serves as a leader and escalation contact for the team. You will join a close-knit and industrious group of professionals where you will soon begin impacting the business and our clients by:
• Developing deep product and operational knowledge of account onboarding and maintenance across multiple products and jurisdictions within global markets for institutional clients
• Researching and resolving key business and risk problems while partnering with front office, operations, and technology business partners
• Engaging in cross-team collaboration and gaining exposure to diverse product lines
• Building and maintaining strong relationships with internal and external business partners in the US, UK, and Asia
• Exploring methods to enhance processes, further reduce risks, and boost client satisfaction
Responsibilities:

Global Market Operations recruits highly motivated individuals who can help the firm and its clients facilitate business.  Professionals in Operations come from various academic and professional backgrounds and display the following qualities and attributes:

• Performs onboarding and maintenance of accounts and reviewing required account documentation.
• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
• Reviews and approves required account documentation
• Proactively identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units
• Performs moderate levels of research, follow-up and resolution of more complex routine research requests

Required Qualifications:
• Intellectual curiosity, passion, and self-motivation
• Excellent time management and prioritization skills, with ability to meet tight deadlines
• Strong sense of teamwork and collaboration
• Risk management awareness
• Critical thinking, creativity, and problem solving skills
• Highest degree of integrity / ethical standards and sound judgment
• Commitment to delivering excellence
• Excellent verbal and written communication skills with ability to communicate with various stakeholders at senior levels
• Proficiency in Microsoft Copilot for workflow automation, data insights, and productivity optimization.
• Ability to analyze large datasets and generate actionable insights. Familiarity with visualization tools and dashboards.
• Understanding of AI-driven tools, automation platforms, and digital transformation trends
• Moderate to advanced proficiency, including pivot tables, V and X lookups, other complex complex formulas, and data modeling
• Experience with Alteryx for data preparation and advanced analytics
•Experience with LRR (Law Rule Regulatory) requirements associated with Global Market Accounts, including interpretation, validation, and compliance requirements.

Desired Qualifications:

∙ Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
∙ Excels in working among diverse viewpoints to determine the best path forward
∙ Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner
∙ Commitment to challenging the status quo and promoting positive change.
∙ Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base
∙ Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world

Skills:

• Account Management
• Customer and Client Focus
• Oral Communications
• Research
• Analytical Thinking
• Attention to Detail
• Collaboration
• Problem Solving
• Prioritization
• Recording/Organizing Information
• Result Orientation

Shift:

Hours Per Week: