Bank of America · 2 days ago
Managed Account Trading Operations Analyst
Addison, TX
Full-time
Onsite
Entry, Mid Level
2+ years expBank of America is committed to helping make financial lives better through every connection. The Managed Account Trading Operations Analyst is responsible for transaction processing, reconciliation, and providing operational support for internal and external clients, ensuring the accuracy and timeliness of trade executions.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures
Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions
Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units
Ensure trades that are executed by Financial Advisors (FAs) / Investment Managers are booked timely and accurately to client accounts
Eliminate risks by proactively monitoring workflow, serving as quality control and escalating issues as appropriate while engaging the right leaders and partners
Serve as or assist the trade allocation subject matter expert to problem-solve complex/escalated issues and provide training and support to the processors
Pull reports, analyze data and place data in a usable format for dialogue and decision-making including daily statistics and metrics for Single Process Inventory
Document and summarize team issues in a logical easy to read manner
Support quality assurance routines as needed depending on volumes
Qualification
Required
Minimum two years of experience working in broker dealer operations with knowledge of common operational issues, controls and quality assurance (QA)
Prior experience serving as lead in an operational environment or currently working as a consistently high performing GWIM Service Operations Representative
Must be able to give clear effective examples of past successes in teamwork, use of analytical skills, time and organizational self-management, flexibility to a changing environment and ability to work in a fast paced deadline-driven environment
Intermediate experience with Microsoft Word and Excel to include formulas, running saved macros and pivot tables
Proven experience with presenting and writing information clearly, concisely and grammatically correct
Demonstrated experience with effectively reviewing documents/information and quickly identifying errors, while understanding the cause of the error and taking action to implement sustainable solutions
Self-motivated, proactive and able work with minimal supervision
Preferred
Prior trade support experience
Series 7 license
Experience with Managed Products
Company
Bank of America
Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
10001+ employees
H1B Sponsorship
Bank of America has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (780)
2024 (546)
2023 (590)
2022 (759)
2021 (715)
2020 (931)
Funding
Current Stage
Public CompanyTotal Funding
$3.59BKey Investors
Berkshire Hathaway
2025-02-20Post Ipo Debt· $386.79M
2024-11-26Post Ipo Debt· $2B
2020-07-28Post Ipo Equity· $400M
Leadership Team
Charissa Messer
Senior Vice President, Creative Agency Executive (Enterprise Creative Solutions)
Rami Salem
SVP Strategic Competitive Intelligence
Recent News
Investing.com
2026-01-08
2026-01-08
WSJ.com: Markets
2026-01-08
Company data provided by crunchbase