Bank of America
Transaction Management Ops Consultant
Jacksonville · Full-time · Posted Oct 21, 2026
- Experience
- 3 years or equivalent experience.
About the job
Oversees trade support operations for Private Bank, ensuring accurate trade processing and settlement while resolving exceptions, managing risk, and improving service and efficiency.
What you'll do
- Escalate and resolve trading, custodian bank, broker, and fund-accounting exceptions; oversee trade matching, affirmation, and transaction delivery.
- Lead projects and work with technology and business partners to implement operational improvements.
- Maintain procedures and policies, ensure service-level agreements are met, and support audit and regulatory compliance.
What they ask for
- 3 years of experience in an investment operations role supporting trade-related functions or equivalent.
- Solid understanding of fixed income and equity investments, including options.
- Strong verbal and written communication, judgment, and decision-making skills.
- Ability to collaborate, manage detail, and balance multiple assignments under pressure.
Nice to have
- Technical competence in Trade Support best practices.
- Experience with Charles River, Bloomberg, OMGEO, CTM, Oasys, PACE, TradeWeb, or MarketAxess.
Tools
Charles River, Bloomberg, OMGEO, CTM, Oasys, PACE, TradeWeb, MarketAxess
Model-written summary · the original posting is authoritative