Transaction Management Ops Analyst

Bank of America

. Perform moderately complex transaction and fulfillment processing, including movement of assets into and out of accounts .

Posted 10/9/2026full-timePennington • New Jersey • United StatesMid-LevelSenior💰 $25 - $37 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in transaction processing, reconciliation, and risk assessment within the financial services sector, while effectively managing multiple priorities and maintaining compliance with industry regulations.

Highest-signal resume keywords

Transaction ProcessingRisk AssessmentSecurities Industry KnowledgeMicrosoft Office ExpertiseAnalytical Thinking

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Transaction ProcessingReconciliationRisk AssessmentFinancial AnalysisRegulatory ComplianceMargin RequirementsOption RequirementsData AnalysisProcess ImprovementQuality Review

Soft Skills

Attention to DetailOral CommunicationWritten CommunicationPrioritizationAnalytical Thinking

Tools & Technologies

Microsoft ExcelMicrosoft AccessMicrosoft WordMicrosoft OutlookMicrosoft SharePoint

Industry Keywords

Securities-Based LendingRegulation TNew York Stock ExchangeWealth ManagementBrokerageBankingInternal ControlsAuditFirm PoliciesOperational Risks

About the role

Key responsibilities & impact

Perform moderately complex transaction and fulfillment processing, including movement of assets into and out of accounts
Analyze and resolve moderately complex transactions requiring escalations and exceptions
Review requests, confirm supporting information, and resolve open commitments
Perform transaction processing and reconciliation with medium to large monetary impact
Confirm account information and activity according to written guidelines and procedures
Respond to internal partner inquiries about obligations and securities-based lending data via email
Respond to client inquiries through multiple channels, provide status updates, and communicate outstanding requirements
Produce consolidated risk reports and perform reporting and escalation activities
Assess obligations and securities-based lending data
Support forced liquidation processing to ensure trading commitments and equity deficiency calls meet regulatory and Firm policy timeframes
Identify process improvement opportunities and proactively identify risk
Understand end-to-end process flows, controls, risks, and upstream/downstream operational impacts
Support high-volume periods and oversee complex cases
Assist in training less experienced team members

Requirements

What you’ll need

Familiarity with financial processes across ML sales support screens
Understanding of the Securities Industry and internal and external rules and regulations, including Regulation T, New York Stock Exchange, Firm policies and procedures, and margin and option rules and regulations
Ability to manage multiple priorities, maintain accuracy, and meet deadlines in a challenging environment
Expertise in Microsoft Office, including Excel, Access, Word, Outlook, and SharePoint
Analytical thinking
Research
Prioritization
Attention to detail
Oral communication
Written communications
Experience in banking, wealth management, brokerage, or other regulated industries preferred
Experience supporting risk, control, quality review, or audit-related activities preferred
Knowledge of margin and option requirements preferred
College degree preferred
Requires direct internal contact with business partners
40 hours per week

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Paid time off
Benefits eligibility