9 hours

GWIM Senior Operations Representative - Trading Services and Transfer Agency

Bank of America
Dallas, TX
  • Job Code
Company Bank of America

Job Title GWIM Senior Operations Representative - Trading Services and Transfer Agency

Jobid bankofamerica-18004863DallasTX

Location: Dallas, TX, 75219, USA

Description **Job Description:**

The MSG Allocations Analyst is responsible for a multitude of functions including Equity and Fixed Income trade allocation, step-out/step-in booking, and break resolution. Trade allocation involves client bookings for trades executed by the ML execution systems, or by the ML trading desk. Step-out/Step-in booking involves client and street side bookings for trades executed at a broker dealer other than ML. The Analyst also assists in the rollout of new technology and process improvement initiatives and is expected to analyze current processes and make recommendations to enhance the flows and add efficiencies for the team. The Analyst is expected to build and maintain internal and external business relationships to support exceptional service. The team interacts heavily with Investment Managers, Product groups, Compliance, Risk, Branch Offices and Reconciliation partners to mitigate errors / exposure to the Bank and to solution issues as they arise.

**Required skills:**

+ One to two years of financial services experience required.

+ Proficient PC skills and applied experience with MS Word and Excel.

+ Exhibit strong written and verbal communication skills.

+ Perform in a proactive and strategic manner.

+ Must be able to give clear examples of past successes in teamwork, use of analytical skills, time and organizational self-management, and flexibility to a changing environment.

+ Ability to be client focused, self directed in a team working environment

**Desired skills:**

+ Series 7 is preferred

+ Prior experience with Trading preferred

**Posting Date** : 03/21/2018

**Location** :


- United States

**Travel** : No

**Full / Part-time** : Full time

**Hours Per Week** : 40

**Shift** : 1st shift

**Assistance for Applicants with Disabilities**

Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .

**Diversity & Inclusion**

At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

**Frequently Asked Questions**

Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.

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GWIM Senior Operations Representative - Trading Services and Transfer Agency

Bank of America
Dallas, TX

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GWIM Senior Operations Representative - Trading Services and Transfer Agency

Bank of America
Dallas, TX

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