Bank of America · 3 days ago
Private Bank Investment Operations – Equity and Fixed Income Trade Support Analyst
Addison, TX
Full-time
Onsite
New Grad, Entry LevelBank of America is committed to helping make financial lives better through every connection. The role involves moderately complex transaction processing, reconciliation, and trade support, ensuring quality service for both internal and external clients while managing operational risks.
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
Provide timely and accurate trade handling to Private Bank clients when trades are submitted or executed
Provide support to Private Bank Front Office and Investment Solutions Group (ISG) Private Bank Trading
The review of control reports is completed and quality reviewed by the private Bank Trade Support team to verify trades were actioned and confirmed completely and accurately by settlement date
Ensure all trades are posted in the correct account by settlement date. Communicate with ISG Trade Desk to resolve issues timely
Qualification
Required
Excel, Word, Outlook Proficiency
Strong Written Skills
Strong Verbal Skills
Ability to learn from training done both in person and virtually
Attention to Detail
Customer and Client Focus
Oral Communications
Prioritization
Problem Solving
Account Management
Analytical Thinking
Coaching
Written Communications
Mentoring
Research
Result Orientation
Preferred
Works well with others / in a team environment
Strong Excel Skills
Ability to work with Macros to perform processes
Ability to Multi Task
Receptive to Feedback
Dedication to work
Company
Bank of America
Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
Founded in 1998
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