Transaction Management Ops Analyst

Bank of America

. Analyze and resolve moderately complex transactions requiring escalations and exceptions .

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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial processes, including transaction processing and reconciliation, while ensuring compliance with industry regulations. Strong analytical and communication skills are essential for managing client inquiries and supporting risk and control activities.

Highest-signal resume keywords

Financial Process AnalysisSecurities Industry KnowledgeMicrosoft Office ExpertiseAttention to DetailAnalytical Thinking

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Transaction ProcessingReconciliationRisk AssessmentMargin Requirements KnowledgeOption Requirements Knowledge

Soft Skills

Oral CommunicationWritten CommunicationPrioritizationAttention to DetailAnalytical Thinking

Tools & Technologies

Microsoft ExcelMicrosoft AccessMicrosoft WordMicrosoft OutlookMicrosoft SharePoint

Industry Keywords

Regulation TNew York Stock ExchangeWealth ManagementBrokerageRisk Control

About the role

Key responsibilities & impact

Analyze and resolve moderately complex transactions requiring escalations and exceptions
Review requests, confirm supporting information, and resolve open commitments
Perform moderately complex transaction processing and reconciliation with medium to large monetary impact
Confirm account information and activity according to established guidelines and procedures
Respond to client inquiries through numerous channels
Provide status updates and communicate outstanding requirements to Merrill Lynch Wealth Management and Consumer Investments personnel
Assess obligations and securities-based lending data
Fulfill reporting and escalation activities, including consolidated risk reports
Respond to internal partner inquiries via email
Understand end-to-end process flows, controls, risks, and upstream/downstream impacts
Identify risk and opportunities for process improvements
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 applicable 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
College Degree preferred
Knowledge of margin and option requirements
Requires direct internal contact with business partners
Ability to support forced liquidation processing to ensure trading commitments and equity deficiency calls are met within regulatory and Firm policy timeframes

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
Resources and support for employees