Bank of America
Transaction Management Ops Analyst
Jacksonville +1 · Full-time · Posted Oct 20, 2026
- Location
- Jacksonville
Pennington - Experience
- At least 1–2 years in a Financial Analyst role or similar.
- Education
- College degree preferred.
About the job
Processes and researches cost-basis updates and transaction breaks, maintains tax-lot records, and supports accurate tax reporting and client service.
What you'll do
- Handle complex cost-basis update requests and research transaction exceptions, resolving inaccuracies.
- Maintain tax lots and realized and unrealized gains/losses; resolve escalations involving cost basis and tax reporting.
- Support projects, tax-season processes, and training or mentoring of team members.
What they ask for
- Proficiency with Microsoft Office, Outlook, Word, and Excel, including V-lookups, pivot tables, and macros.
- Understanding of applicable rules, regulations, policies, and standards.
- Strong analytical, problem-solving, communication, and client-service skills.
- Ability to work independently and effectively in a team environment.
Nice to have
- College degree.
Pay
$25.00 - $36.92 USD hourly pay (base salary)
Tools
Microsoft Office, Outlook, Word, Excel, Global Tax Lots, Service Request Portal, New Service Gateway
Model-written summary · the original posting is authoritative