SR Operations Team Lead

Bank of America • Jacksonville, FL

1d • Onsite

About The Position

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Requirements

• 5 years of experience in an investment operations role supporting trade related functions or equivalent
• Exhibits excellent judgment and decision making skills
• Collaborative mindset with an ability to partner with others to address exceptions
• Intellectually curious with a desire to identify and implement innovation
• Strong verbal and written communication skills
• Extremely detail oriented
• Ability to work under pressure and balance multiple assignments
• High personal standards of conduct and integrity
• Career oriented teammate seeking to grow within the organization
• Solid understanding of fixed income and equity investments (including options)
• Team player that is able to learn other tasks and operations

Nice To Haves

• Technical competence on Trade Support best practices
• Experience with Charles River, Bloomberg, OMGEO, CTM, Oasys, PACE, TradeWeb, MarketAxess a plus

Responsibilities

• Daily escalation point for exceptions involving trading, custodian banks, brokers and fund accounting
• Oversight of trade matching, affirmation and the delivery of security transactions to custodian banks and interested parties
• Leading department initiatives and projects that enhance client service, improve straight through processing and reduce risk
• Working with technology and business partners to create business cases, secure funding and implement to production on mutually agreed upon schedules
• Developing positive relationships with all internal and external contacts
• Reviewing and updating department procedures and policies
• Ensuring all Trade Support Service Level Agreement's are adhered to
• Ensuring compliance to all levels of audit and compliance (laws, rules and regulations)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed