Private Bank Investment Operations – Equity And Fixed Income Trade Support Analyst
Bank of America (GHR)
Dallas, TX, United States
Not specified; not specified; not specified
Moderately complex transaction processing
Reconciliation and settlement support
Strong excel and word proficiency
The role is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts
Job Summary
The role is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts.
Candidates must provide timely and accurate trade handling to Private Bank clients while ensuring all trades are posted correctly by the settlement date.
Bank of America offers an inclusive workplace culture focused on Responsible Growth, wellness, and opportunities to learn and grow within the team.
Matching Summary
The role is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Moderately complex transaction processing
Reconciliation and settlement support
Strong Excel and Word proficiency
Client inquiry response via multiple channels
Risk identification and escalation handling
Nice-to-have
Ability to work with Macros in Excel
Coaching and mentoring less experienced members
Proactive process improvement mindset
Team collaboration and receptiveness to feedback
Multi-tasking in high-volume environments
Key Requirements
Proficiency in Excel, Word, and Outlook
Strong written and verbal communication skills
Ability to handle medium to high monetary risk
Willingness to relocate to Addison campus in mid-2026