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Job Description: 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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members. Responsibilities: <ul> <li>Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures</li> <li>Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service</li> <li>Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions</li> <li>Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units</li> </ul> Line of Business Job Description: Perform Bookkeeping for Merrill Clients team supports the validation of financial transactions for Merrill brokerage accounts. <ul> <li>​​​​​Gains a full understanding of each request with careful reading, research and application of product knowledge</li> <li>Selects and executes moderately complex transaction processing and reconciliation with medium to large monetary impact according to established guidelines and procedures and within applicable systems</li> <li>Communicates effectively and efficiently with the requestor via email to resolve any issues preventing the completion of the request</li> <li>Documents all actions taken in the applicable system accurately and in a business writing style</li> <li>Meets or exceeds productivity and quality goals</li> <li>Adapts to ever changing products and services</li> <li>Complies with all Bank of America policies</li> </ul> Required Skills: <ul> <li>Account Management: ability to provide services and support to clients</li> <li>Numerical Reasoning: ability to recognize when a mathematical result is incorrect especially when adding, subtracting, multiplying, dividing and applying percentages</li> <li>Recording/Organizing Information: ability to accurately capture, summarize, and organize relevant information (such as client/employee forms) using computer applications</li> <li>Attention to Detail: ability to achieve thoroughness and accuracy when accomplishing a task and process detailed information effectively and consistently</li> <li>Relationship Building: The ability to develop, establish, and maintain ethical connections and long-term relationships with individuals necessary to complete processes and deliver the desired client experience</li> <li>Research: ability to gather information from a system, review, analyze and interpret the results to support a recommendation or solution for a client request</li> <li>Written Communications: ability to clearly convey information in written form through email in a way that easily enables the resolution of request</li> <li>Adaptability: ability to change behavior in response to or in anticipation of changes in the work environment</li> </ul> Skills: <ul> <li>Attention to Detail</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Problem Solving</li> <li>Account Management</li> <li>Analytical Thinking</li> <li>Coaching</li> <li>Written Communications</li> <li>Mentoring</li> <li>Research</li> <li>Result Orientation</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Transaction Management Ops Analyst - BPRO ML Bookkeeping

Job Description: 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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members. Responsibilities: <ul> <li>Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures</li> <li>Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service</li> <li>Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions</li> <li>Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units</li> </ul> Line of Business Job Description: <ul> <li>Provide operational support for the processing of physical certificate deposits for Wealth Management 600+ branch offices</li> <li>This support includes the review of certificates for eligibility, processing of deposits, identification of negotiability documentation requirements, receipt of physical securities and documentation and preparation of deposit to the Depository Trust &amp; Clearing Corporation (DTCC)</li> <li>This role will utilize the Service Request Portal (SRP) for the review of security deposits and the Certificate Automation Product (CAP) for the depositing of securities to client accounts</li> </ul> Required Skills: <ul> <li>Ability to manage multiple, tasks with overlapping deliverable dates</li> <li>Demonstrates initiative and excellent interpersonal skills</li> <li>Proven ability to effectively service/resolve client inquiries</li> <li>Strong oral and written communication skills</li> <li>Ability to work effectively and efficiently as an individual contributor in a team environment</li> <li>Positive and professional attitude in a team oriented fast paced work environment</li> <li>Strong analytical and problem-solving skills</li> <li>SharePoint and document organization</li> <li>Overtime may be required to support business needs</li> </ul> Skills: <ul> <li>Attention to Detail</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Problem Solving</li> <li>Account Management</li> <li>Analytical Thinking</li> <li>Coaching</li> <li>Written Communications</li> <li>Mentoring</li> <li>Research</li> <li>Result Orientation</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Transaction Management Ops Analyst

Job Description: 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 is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for managing complex to high risk cross-functional and/or inter-departmental programs or projects for Line of Business products, processes, functions, and employee readiness. Key responsibilities include partnering with the business to develop a plan to sustain change, evaluate current methods, and drive strategies to implement changes/improvements. Job expectations include serving as the primary point of contact to department managers for critical change initiatives, using tools to document program performance, and influencing stakeholders to make strategic changes. The Global Markets Change and Transformation team are looking for a Senior Project Manager. We are a team of 30+, split into two equal sub teams, spread across Chester, London, Dublin and New Jersey. You will be responsible for overseeing projects and workstreams to implement transaction reporting regulation changes. Role will provide project lead oversight of delivery along with local resources. • You will provide management and oversight of multiple regulatory transaction reporting implementation projects within TRCG • You will work closely with internal stakeholders to deliver to regulatory requirements and plan timelines across a number of parallel projects • Liaise with Technology partners to understand costs and timeframes for development work and factor this in to project plans and project communications • Manage and run senior governance routines to manage the project portfolio • Provide senior management updates and engage senior leaders in status updates and escalation discussions • You will liaise with testing and quality assurance processes to confirm accuracy of reporting and ensure project development is aligned to requirements • You will identify critical risks and dependencies and work to mitigate these to maintain project delivery • Help to manage resource alignment and cost allocation in partnership with stakeholder teams Responsibilities: <ul> <li>Defines responsibilities and accountabilities for key project roles and oversees the execution of defined programs and/or project tasks through tracking of deliverables and their statuses, developing project plans, and measuring progress against ongoing key performance indicators</li> <li>Leads the adoption and sustainment of change initiatives and assesses adoption risks</li> <li>Leads remediation requirements documentation efforts based on identified gaps and controls needed for sustained performance</li> <li>Leads and plans programs and projects using appropriate tools and techniques, including Technology platforms used by client facing employees, change management tools, and risk and issue management tools to ensure efficient and effective project completion</li> <li>Develops, maintains, and reports on an overall integrated delivery plan, raising any risks, developing a mitigation plan, and escalating issues appropriately to respective stakeholders</li> </ul> Required Skills: • You will have knowledge of financial regulatory reporting requirements e.g. MiFID/MiFIR (TR and PTT), EMIR, SFTR and FinfraG reporting • You will have experience of working with regulatory projects within Investment Banking (Global Markets) or financial services • You will have Project Management experience including analysis techniques and an understanding of project management methodologies. • You will have experience of providing both written and verbal updates for senior leaders and managing effective escalations • Experience of tracking multiple projects/workstreams as part of a portfolio of work and the governance routines required to manage broad workstreams Desired Skills: • Excellent communication, both verbal and written, will be an advantage • Track record of effective stakeholder management • A proven track record of liaising with technology teams will be a plus • Being able to work unsupervised and to tight deadlines would be a plus • Experience working with Microsoft Office and JIRA would be an advantage Skills: <ul> <li>Controls Management</li> <li>Issue Management</li> <li>Problem Solving</li> <li>Process Management</li> <li>Process Performance Measurement</li> <li>Monitoring, Surveillance, and Testing</li> <li>Policies, Procedures, and Guidelines Management</li> <li>Process Design</li> <li>Program Management</li> <li>Project Management</li> <li>Critical Thinking</li> <li>Influence</li> <li>Prioritization</li> <li>Process Mapping</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Senior Project Manager

Job Description: 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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for conducting routine analysis, research, and investigations in diversified compliance operations aligned to the bank’s Financial Crimes Enterprise Policy and the Financial Crimes Global Standard. Key responsibilities include executing against regulatory requirements and economic sanctions compliance practices, understanding and anticipating inherent risks to the business, and building and maintaining business relationships. Responsibilities: <ul> <li>Performs day-to-day activities aligned to the team's common goals, strategy, and metrics and works on improving capabilities through learning and development</li> <li>Identifies and analyzes problems related to product lines or functions and develops and implements process improvements to address and resolve issues</li> <li>Provides quality assurance review and testing on operating key controls</li> <li>Supports special projects that represent significant risk exposure and identifies and escalates risks accordingly with a sense of urgency</li> <li>Ensures quality service and effective and efficient operations support for the assigned area's internal business partners and external clients</li> <li>Interprets and analyzes information gathered from numerous applications and third party sources and identifies issues that prompt further inquiry</li> </ul> Skills: <ul> <li>Adaptability</li> <li>Critical Thinking</li> <li>Data Collection and Entry</li> <li>Data Quality Management</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Problem Solving</li> <li>Research Analysis</li> <li>Customer and Client Focus</li> <li>Innovative Thinking</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Quality Assurance</li> </ul> Required Qualification's : <ul> <li>Role is responsible for reviewing client data that cannot be verified by a third party vendor in accordance with the Customer Identification Program.</li> <li>Processes routine/standard alerts (via applications and email) to appropriate front line unit (FLU) according to established procedures and prescribed processes.</li> <li>Daily responsibilities will cover one or more operations functional areas such as: Reviewing Initial Report, Sending out Alerts, Responding to Email Requests</li> <li>Provides quality service and effective and efficient operations support for the assigned areas, internal business partners and/or external customers and clients.</li> </ul> Desired Qualification's: <ul> <li>Strong written communication skills</li> <li>Strong problem resolution and decision-making skills</li> <li>Attention to Detail and completeness for record retention is critical</li> <li>Highly motivated mindset</li> <li>Adapt to change in a highly regulated industry</li> <li>Collaborative mindset</li> <li>Analytical thinking</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

CIM Ops Information Management Analyst

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow, and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for leading enterprise-wide talent development and organizational design solutions. Key responsibilities include supporting senior business leaders to identify strategies directly linked to organizational goals and implement leadership solutions across the business. Job expectations include partnering with Global Talent, Global Human Resources (GHR), business stakeholders, Subject Matter Experts (SMEs), and vendors to execute enterprise talent processes and provide consultative support to lead the design, development, and implementation of talent development. This Talent Consultant II will join the Global Operations Talent Team to develop leadership, learning, organizational effectiveness, and talent management solutions. Key areas of focus for a Talent Management Consultant II include Talent Management, Leadership Development, Learning Strategy, Organizational Effectiveness and Performance Management. The Talent Consultant II will align to CEO 2 deep leader(s) reporting to the Chief Operations Executive and will be responsible for ensuring achievement of key business outcomes through the utilization of impactful consultation and organizational development skills. The successful candidate will be influential, results-oriented professionals who can develop and manage relationships across the company and with a wide variety of partners based on trust, knowledge, and teamwork. Responsibilities: <ul> <li>Partners with business and Human Resources (HR) leaders to design and deliver talent management strategies and talent development plans that ensure effective succession planning and a bench of future leaders.</li> <li>Leads, designs, and implements key leadership development processes and HR initiatives such as talent and succession planning, performance management, organizational design and effectiveness, manager development, 360 feedback, and program nominations.</li> <li>Executes talent management strategy and organizational design across local, regional, and enterprise teams and partners while ensuring compliance with rules and regulations.</li> <li>Provides consultative support and coaching to key leaders focused on promoting and developing diverse and top talent.</li> <li>Maximizes business and enterprise objectives and outcomes by implementing strategic talent solutions leveraging quantitative and qualitative data.</li> <li>Partners with control functions (e.g., Corporate Communications, Legal, Risk, Compliance) to mitigate people risk and effectively communicate people moves and talent processes to impacted stakeholders.</li> <li>Drive end-to-end learning strategy for client organizations, working closely with learning consultants and leveraging internal learning resources.</li> <li>Consult with leaders on organizational change including assessing operating model and org design effectiveness, preparing org design proposals and communication plans.</li> <li>Serve in an advisory role for horizontal initiatives across the Operations organization, working with HR to consult. </li> </ul> Required Qualifications: <ul> <li>Minimum of 5+ years’ experience in any of the following: Learning or Program Development/Program Management OR Leadership development &amp; talent management (including coaching) OR Organization Development, Change and/or Organization Design OR HR Generalist OR Relevant HR specialist experience leading programs, processes, or other talent practices.</li> <li>Relationship management skills with ability to consult, advise, and influence senior leaders.</li> <li>Experience interfacing with leaders at the MTM 1 and/or 2 deep level who are seasoned and sophisticated leaders.</li> <li>Demonstrated conceptual thinker with effective program and project management skills and experience, including ability to translate strategy into specific goals, tactics, and deliverables.</li> <li>Sound judgment and strong communication skills (written and verbal).</li> <li>Proven ability to build and leverage positive relationships with peers, partners, and clients.</li> <li>Able to operate in an ambiguous environment or an environment where priorities may change quickly.</li> <li>Strong bias for action and ability to drive work to completion.</li> <li>Technical proficiency in PowerPoint and Excel.</li> </ul> Skills: <ul> <li>Leadership Development</li> <li>Attention to Detail</li> <li>Influence</li> <li>Prioritization</li> <li>Written Communications</li> <li>Succession Planning</li> <li>Networking</li> <li>Organizational Effectiveness</li> <li>Presentation Skills</li> <li>Talent Development</li> <li>Workforce Diversity Management</li> <li>Workforce Planning</li> <li>Executive Presence</li> <li>Retention</li> <li>Stakeholder Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Talent Consultant II - Global Operations

Job Description: 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 is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Line of Business Job Description: This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members. Responsibilities: <ul> <li>Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures</li> <li>Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service</li> <li>Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions</li> <li>Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units</li> </ul> Skills: <ul> <li>Attention to Detail</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Problem Solving</li> <li>Account Management</li> <li>Analytical Thinking</li> <li>Coaching</li> <li>Written Communications</li> <li>Mentoring</li> <li>Research</li> <li>Result Orientation</li> </ul> Business Job Description: The Funds Trade Support Sr. Specialist will be responsible for handling trade corrections, manual trade exceptions and other financial transactions in support of Domestic and Institutional Mutual Fund Trading. This includes Price Protection. The incumbent will collaborate with various internal and external business partners, including Fund Families, Portfolio Managers, Trading desks, and Transfer Agents. The ideal candidate should be well organized, have an ability to handle multiple functions under tight deadlines, and have strong communication skills. Microsoft Office knowledge is required. Required Skills: <ul> <li>Must have ability to communicate Trade information to external parties.</li> <li>Process manual trade instructions</li> <li>Validate key control reports.</li> <li>Perform Quality Assurance</li> <li>Strong organizational skills</li> <li>Strong communication skills (verbal and written)</li> <li>Strong problem-solving and decision-making skills</li> <li>Time management skills</li> <li>Moderate knowledge of investments and financial markets preferred​</li> </ul> Desired Skills: <ul> <li>​This role typically requires 1+ years' experience in operations functions.</li> <li>Thorough working knowledge of the operational aspects of transactions and products.</li> <li>Proficiency in Microsoft Office products including advanced Excel skills​</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Transaction Management Ops. Analyst - Funds Trade Support

Job Description: 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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Line of Business Job Description: This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members. Responsibilities: <ul> <li>Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures</li> <li>Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service</li> <li>Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions</li> <li>Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units</li> </ul> Skills: <ul> <li>Attention to Detail</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Problem Solving</li> <li>Account Management</li> <li>Analytical Thinking</li> <li>Coaching</li> <li>Written Communications</li> <li>Mentoring</li> <li>Research</li> <li>Result Orientation</li> </ul> Line of Business Job Description: The Order Management analyst provides back-up post-secondary Fixed Income, Equity &amp; Option trade support for Wealth Management, Edge and Investment Solutions Group, along with supporting the 99-Markets call center line, email and order entry inquiries for Fixed Income, Equities and Options, managerial reporting, processing Non-market Trade Corrections, Trading Rejects &amp; Exceptions each day. Lastly, the role includes some reporting to other areas and cross training on order status queries of Fixed Income, equities and options orders. Required Skills: <ul> <li>A minimum of 1 year related experience in financial services.</li> <li>Experience supporting a financial product sales or marketing desk.</li> <li>Experience resolving trade breaks.</li> <li>Knowledge of Fixed Income products and the trading lifecycle</li> <li>Strong Microsoft Excel skills</li> <li>Proven ability to multi-task in a fast-paced trading environment</li> <li>Detail oriented with strong communication and interpersonal skills.</li> <li>Experience reconciling trading ledgers.​</li> </ul> Desired Skills: <ul> <li>An aptitude for problem solving.</li> <li>Experience with Bloomberg terminal</li> <li>Fixed Income trade booking experience​</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Transaction Management Ops Analyst - Order Management

Job Description: 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 is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for supporting project or testing activities in an operation department or Line of Business, researching and documenting organizational reviews, and conducting workflow analysis, data preparation, and triggering. Key responsibilities include pulling testing output and comparing to templates/requirements, opening defects, updating statuses, and analyzing data. Job expectations include resolving complex problems based on business knowledge and defined project guidelines, executing test scripts, and partnering with Development teams to resolve defects. Responsibilities: <ul> <li>Supports the Testing team in gaining an understanding of changes being executed, writing and executing scripts, completing data preparation, and conditioning and triggering events</li> <li>Leads the resolution of defects, providing necessary documentation, and communicating with Development resources and project stakeholders on resolution and retest statuses</li> <li>Coordinates with the business to execute on defined project tasks, including tracking of deliverables and their statuses, measuring progress against ongoing success measures, and escalating roadblocks in a timely manner</li> <li>Analyzes current state processes, operations, procedures, and workflows and discovers pain points to develop approaches for potential solutions, including building a business case for improvement recommendations and driving the execution of implementation</li> <li>Manages and administers key activities to support medium to large projects, such as coordination of change related activities, reporting, and testing</li> <li>Communicates at all levels with business owners, stakeholders, and subject matter experts on all matters related to projects, such as the project plan, risks, issues, scope, assumptions, gap analysis, business requirements, and development of test plans and scripts</li> </ul> Line of Business Job Description: The Change Management &amp; Project Delivery team provides change management oversight and project delivery support for various strategic business, industry, and regulatory initiatives. This role will support the full scope of the projects within Insurance and Annuities workstream and the responsibilities includes: <ul> <li>Managing multiple priorities at the same time, including project analysis and assessments, requirements, development support, User acceptance testing execution and defect identification and triage, communications, oversight of necessary training and employee readiness needs for process and/or technology changes.</li> <li>Facilitates project meetings during the User Acceptance Testing phase, creation of Test plans for comprehensive coverage, creation of Use cases/test scripts, providing test execution status to management teams, defect reporting and remediation (weekend availability for testing required during project release weekends)</li> <li>Provide post-production testing (where applicable) and monitoring support to ensure any issues encountered are adequately documented, communicated, and resolved with technology and business partners working in conjunction with the Production Support team.</li> <li>Ability to develop strong partnerships and relationships including full coordination with business partners; fully accountable for engaging the appropriate partners to drive the work and deliver against expected outcomes. </li> <li>Partnering with stakeholders to assess and prioritize business needs/requirements to maximize impact.</li> <li>Developing concise and succinct presentations that will influence dialogue at all levels.</li> <li>Strong facilitation skills, communication with impact, cross functional business and stakeholder engagement, and ability to influence decisions to achieve desired results.</li> <li>Risk and Audit mindset in the oversight for change management processes</li> </ul> Required Skills: <ul> <li>2+ years relevant work experience within process management and/or project management</li> <li>Knowledge of navigating through Jira and familiar with the creation of Epics and Stories</li> <li>User Acceptance Testing experience</li> <li>Excellent decision-making skills with an assertive and proactive communication style</li> <li>Ensure changes are communicated to all stakeholders through written communication or provided through live presentations (ex. demonstrations and / or business status update meetings)</li> <li>Must have excellent organizational skills and be able to handle multiple tasks to meet extremely compressed deadlines.</li> <li>Critical thinker and risk minded.</li> <li>Excellent verbal and written communications skills, including the ability to facilitate and lead remote, cross-functional, cross-location meetings.</li> </ul> Desired Skills: <ul> <li>SAFE Certified PO/PM is a plus</li> <li>Knowledge of ISG (Investments Solutions Group) Business</li> <li>Knowledge of Enterprise Change Management​</li> </ul> Skills: <ul> <li>Attention to Detail</li> <li>Written Communications</li> <li>Active Listening</li> <li>Collaboration</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Problem Solving</li> <li>Critical Thinking</li> <li>Risk Management</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Sr. Operations Project Analyst

Job Description: 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 is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members. Responsibilities: <ul> <li>Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures</li> <li>Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service</li> <li>Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions</li> <li>Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units</li> </ul> Skills: <ul> <li>Attention to Detail</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Problem Solving</li> <li>Account Management</li> <li>Analytical Thinking</li> <li>Coaching</li> <li>Written Communications</li> <li>Mentoring</li> <li>Research</li> <li>Result Orientation</li> </ul> Business Description: The primary responsibility of this role is to work with various Investment and Monetary Control teams, Merrill branch offices, Consumer Investments, and senior management to minimize client and Merrill exposure. An analyst prepares, summarizes, and distributes various daily, weekly, and monthly reports for supporting Merrill and Consumer Investments lines of business. The candidate will be responsible for: ​Daily reports <ul> <li>Analyzing margin calls greater than 25K, across domestic, international, MESD, and MEAC accounts.</li> <li>Identifying and resolving transactions that are processed in Invalid Prefix No-Name accounts.</li> <li>Monitoring FINRA extension requests to ensure trade details are accurate and extensions are approved.</li> <li>Validating and resolving deficit equity scenarios due to market fluctuations on open commitments and unsecured debits &amp; shorts for all domestic and international offices.</li> <li>Summarizing all margin, Reg T, minimum equity, and LMA collateral calls over 250K</li> <li>Identifying accounts with potential interim exposure during severe market declines.</li> <li>Assisting with the creation of daily scorecards to ensure compliance, violations, and collections obligations are resolved within appropriate regulatory timeframes.</li> </ul> Weekly reports: <ul><li>Obtaining and summarizing by region all forced liquidations processed by IMC Obligations.</li></ul> <ul><li>Reporting all liquidations across domestic, international, MESD, MEAC, and LMA lines of business.</li></ul> <ul><li>Providing a consolidated risk report as a snapshot of weekly consolidated data and potential trending exposure across all Merrill and Consumer Investments.</li></ul> Required Skills: <ul> <li>Expertise in Microsoft Office (Excel, Access, Word, Outlook, SharePoint)</li> <li>Ability to understand overall themes and objectives of assigned reports.</li> <li>Strong organizational skills, attention to detail, and ability to work independently.</li> <li>Strong written and verbal communication skills in order to perform in a proactive and effective manner across all levels of the organization.</li> <li>Handling of escalations of account issues to branch office/Edge managers in order to resolve open exposure.</li> </ul> Desired Skills: <ul> <li>College Degree preferred</li> <li>Familiarity with financial processes across ML sales support screens</li> <li>Knowledge of margin and option requirements</li> <li>Understanding of the Securities Industry and the various internal and external rules and regulations affecting the industry and department (e.g., Regulation T, New York Stock Exchange, Firm policies and procedures and margin and option rules and regulations)</li> <li>Requires direct internal contact with business partners. Support forced liquidation processing to ensure trading commitments (cash commitments and Regulation T calls) and equity deficiency calls (maintenance calls and minimum equity calls) are met within regulatory and Firm policy timeframes.</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Transaction Management Ops Analyst- Exposure Reporting

Job Description: 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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing subject matter expertise across an account management operations function, and supporting the manager in all aspects of day-to-day management of the team's operations. Key responsibilities include employee training and coaching, addressing employee inquiries, escalations, and approvals including team supervision to ensure processes are executed correctly. Job expectations include escalating issues to the team manager for direction and support when necessary while maintaining a deep knowledge of all key functions supported. Responsibilities: <ul> <li>Coordinates and manages team workflow across various systems to ensure daily processes are completed accurately and deliverables are met</li> <li>Provides day-to-day training and coaching to team members while addressing employee inquiries and escalations</li> <li>Monitors team service levels, volume, performance metric reporting, escalating concerns where appropriate</li> <li>Conducts quality assurance reviews and provides routine supervisory manager approvals</li> <li>Researches complex operational and client requests, issues, and escalations to identify root cause and assist with remediation efforts and solutions</li> <li>Identifies and recommends opportunities for process improvement and risk mitigation to senior management</li> <li>Supports risk management and audit processes, including identification of issues, development of mitigation strategies, and exam preparation</li> </ul> Skills: <ul> <li>Account Management</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Research</li> <li>Analytical Thinking</li> <li>Attention to Detail</li> <li>Coaching</li> <li>Problem Solving</li> <li>Written Communications</li> <li>Mentoring</li> <li>Prioritization</li> <li>Result Orientation</li> </ul> Line of Business Description: Investment &amp; Monetary Controls (I&amp;MC) Teams play a significant role within Merrill and Bank of America Private Bank. Our dynamic department is primarily located in Jacksonville, Hopewell and Dallas and responsible for collateral monitoring, obligations monitoring &amp; enforcement, executive &amp; equity services, securities lending, billing, reconciliation, trade corrections and insurance &amp; annuities support. Additionally, the department is responsible for collecting $13 Billion in revenue for Global Wealth &amp; Investment Management. Our teams are relied heavily upon for participation in projects and initiatives that help promote responsible growth for the business that supports our Clients. We focus on minimizing risk while promoting a positive Client experience. Teams interface daily with 350 Investment Managers to provide operational support for Merrill and Private Bank accounts. Opportunities exist for team members to develop leadership, project relationship management and technical skills. We offer excellent career development opportunities to foster learning and talent. LOB Description: The Client and Institutional Billing Department’s responsibilities include but are not limited to the following: <ul><li>​Supporting Clients enrolled in Merrill Lynch’s Investment Advisory Program that offers access to diversified portfolios based on strategic asset allocation ideas designed to address Clients’ long term investment goals</li></ul> <ul> <li>Processing of Investment Manager payments to approximately 200 Third Party Investment Managers comprising of over $840 million for customized investment advisory services to Merrill Lynch Clients</li> <li>Revenue generation by providing invoicing for over $700 million on an annual basis, receivable reconciliation and revenue reporting for Sub-Accounting and Marketing services as well as Trailing Commissions </li> <li>Revenue generation by facilitating billing and fees for Merrill Lynch and Private Bank accounts fees including Merrill Lynch’s Investment Advisory Program (combined $13 billion)</li> <li>Revenue generation by the creation and distribution of invoices on behalf of Workplace Benefits amounting to over $450 million in fees annually</li> </ul> ​The duties of this particular role include, but are not limited to: <ul> <li>​​Maintain an awareness of Managed and/or Retirement Product platform changes, enhancements and requirements</li> <li>Make sure that Department standards are met and that updates are provided to management through either immediate communication and/or weekly highlights</li> <li>Assist with updates to procedural documentation / process maps, and participate in system testing as needed</li> <li>Manage risk by identifying and escalating items appropriately</li> <li>Participate in internal and third-party audits</li> <li>Ability to research and resolve escalated inquiries from Internal and External Business Partners</li> <li>Lead projects and special assignments as needed for department initiatives </li> <li>A subject matter expert in reconciliation and/or billing processes</li> <li>Collaborative mindset with an ability to build and maintain excellent working relationships</li> </ul> Required Skills: <ul> <li>​​Ability to prioritize and handle multiple job-related duties efficiently while exercising sound judgment to ensure all quality measurements, deadlines and business objectives are met</li> <li>General knowledge of accounting and financial reporting</li> <li>Ability to handle multiple deliverables for either daily processing and/or expanded strategic initiatives</li> <li>Professional written and verbal communication skills</li> <li>Demonstrates attention to detail</li> <li>An understanding of technology and the ability to incorporate that understanding into process improvements </li> <li>Ability to work independently while effectively managing and finding resolution to complex situations</li> <li>Career oriented teammate seeking to grow within the organization</li> <li>3 years of experience relating to reconciliation, billing, project management, trading and/or managed products service support</li> </ul> Desired Skills: <ul><li> ​​​Knowledge of Various Product Types (Mutual Funds, Alternative Investments, Managed Products, Retirement Products, etc.) within an operational setting​ </li></ul> Shift:1st shift (United States of America) Hours Per Week: 40

11 Operations Jobs in New Jersey