Private Bank Investment Operations – Equity and Fixed Income Trade Support Analyst

Private Bank Investment Operations – Equity and Fixed Income Trade Support Analyst

Join to apply for the Private Bank Investment Operations – Equity and Fixed Income Trade Support Analyst role at Bank of America.

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.

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, 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. The role handles operational processes which may carry medium to high levels of monetary risk and assists in training less experienced team members.

• Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to established written guidelines and procedures.
• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service.
• Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions.
• Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units.

• Attention to Detail
• Customer and Client Focus
• Oral Communications
• Prioritization
• Problem Solving
• Account Management
• Analytical Thinking
• Coaching
• Written Communications
• Mentoring
• Research
• Result Orientation

• Works well with others / in a team environment
• Strong Excel Skills
• Ability to work with Macros to perform processes
• Ability to Multi Task
• Receptive to Feedback
• Dedication to work

Position is currently located at 901 Main Street, Dallas, TX but will relocate to the Addison campus at 16001 N Dallas Parkway in mid‑2026. Successful candidate(s) for this role would be required to work in the Main Street location until the move to Addison occurs.

Shift: 1st shift (United States of America) – Hours per week: 40.