Transaction Management Ops Consultant

Bank of America • Jacksonville, FL

10d • Onsite

About The Position

This role independently processes complex transactions supporting the movement of account assets and other fulfillment processing. It owns issue resolution end to end, coordinates across operations and product specialists, keeps procedures clearly documented and up to date, supports projects and initiatives, and prepares executive-level reports and presentations.

Within Trade Support, the position provides daily operational support for Private Bank trading and oversees the timely and accurate matching, affirmation, delivery, and settlement of equity and fixed-income security transactions. The role works with traders, portfolio managers, technology teams, control partners, auditors, custodian banks, brokers, and fund accounting. It also leads projects to improve client service, mitigate risk, and increase operational efficiency. The posting describes an in-office culture; internal employees currently working from home may apply but could be required to work onsite if selected.

Requirements

• At least 3 years of experience in an investment operations role supporting trade-related functions, or equivalent.
• Excellent judgment and decision-making skills.
• Collaborative mindset and ability to partner with others to address exceptions.
• Intellectual curiosity and 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 willing and able to learn other tasks and operations.

Nice To Haves

• Technical competence in Trade Support best practices.
• Experience with Charles River, Bloomberg, OMGEO, CTM, Oasys, PACE, TradeWeb, or MarketAxess.

Responsibilities

• Serve as the daily escalation point for exceptions involving trading, custodian banks, brokers, and fund accounting.
• Oversee trade matching, affirmation, and delivery of security transactions to custodian banks and interested parties.
• Lead department initiatives and projects that enhance client service, improve straight-through processing, and reduce risk.
• Work with technology and business partners to develop business cases, secure funding, and implement solutions in production on mutually agreed schedules.
• Develop positive relationships with internal and external contacts.
• Review and update department procedures and policies.
• Ensure Trade Support Service Level Agreements are met.
• Ensure compliance with applicable laws, rules, regulations, and audit requirements.
• Support projects and initiatives and prepare executive-level reports and presentations.
• Take end-to-end ownership of issue resolution across operations and product specialists.

Benefits

• Affordable, competitive, and flexible benefits supporting teammates’ physical, emotional, and financial wellness.
• Opportunities to learn, grow, and build a career.

What This Job Offers

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