Bank of America
Transaction Management Operations Analyst - Investment and Monetary Controls (Wealth Management Operations)
Pennington · Full-time · Posted Sep 4, 2026
- Experience
- Minimum 1 year of relevant experience.
About the job
Processes and reconciles collateral and brokerage transactions, responds to client inquiries, resolves exceptions, and supports accurate handling of client assets.
What you'll do
- Review, approve, and process collateral and brokerage transactions; perform reconciliation and post-processing quality reviews.
- Evaluate client requests, resolve transaction exceptions, and escalate risks or issues appropriately.
- Support team operations, identify process improvements, and assist less experienced teammates.
What they ask for
- At least 1 year of experience finding numerical discrepancies, researching transactions, ensuring accuracy, completeness, and regulatory compliance, and guiding team members on client service standards.
- Demonstrated ability to manage high-volume workflows, adapt to changing priorities, and maintain quality and accuracy.
- Ability to collaborate, own complex assignments, and contribute to shared business goals.
- Proficiency with Microsoft Excel functions including pivot tables, VLOOKUP, data labeling, interpreting information, and executing provided macros.
Nice to have
- Experience in wealth management client service, financial industry, regulations, or operations.
- Experience coaching others; cross-functional collaboration; or coursework or work experience in operations, finance, or accounting.
Pay
$25.00 - $36.92 hourly pay (base salary)
Tools
Microsoft Excel, pivot tables, VLOOKUP
Model-written summary · the original posting is authoritative