Private Bank Investment Operations – Equity and Fixed Income Trade Support Analyst
Job in
Town of Vermont, Vermont, Dane County, Wisconsin, USA
Listed on 2026-01-11
Listing for:
Bank of America
Full Time
position Listed on 2026-01-11
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Consultant, Financial Services, Risk Manager/Analyst
Job Description & How to Apply Below
Description
- Provide timely and accurate trade handling to Private Bank clients when trades are submitted or executed.
- Provide support to Private Bank Front Office and Investment Solutions Group (ISG) Private Bank Trading.
- The review of control reports is completed and quality reviewed by the private Bank Trade Support team to verify trades were actioned and confirmed completely and accurately by settlement date.
- Ensure all trades are posted in the correctaccount by settlement date. Communicate with ISG Trade Desk to resolve issues timely.
- Team members are located in Jacksonville, FL, Dallas, TX,
- Excel, Word, Outlook Proficiency
- Strong Written Skills
- Strong Verbal Skills
- Ability to learn from training done both in person and virtually
- 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
Shift: 1st shift (United States of America)
Hours Per Week: 40
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