Demo

Reference Data Services Operations Analyst -Global Markets Operations - Global Operations

Bank of America
Charlotte, NC Full Time
POSTED ON 1/15/2025
AVAILABLE BEFORE 3/11/2025

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Summary:

This job is responsible for moderately complex activities supporting the creation, onboarding and maintenance of accounts, according to the established guidelines and procedures. Key responsibilities include providing quality service and effective operations support for internal business partners and external clients and assisting in training for less experienced team members. Job expectations include operating with a moderate level of independence, and referring to their team lead or manager for direction and support with moderately complex issues and escalations.

GMO Operations recruits highly motivated individuals who can help the firm and its clients facilitate business.  Professionals in Operations come from various academic and professional backgrounds and display the following qualities and attributes:

Operations team that manages the creation and maintenance of account level reference data, including standing settlement instructions, to facilitate the processing and settlement of trades across all global market product classifications.  In addition the team receives, digitizes and reports on account level documentation in order to meet firm and client regulatory requirements. 
 

Responsibilities:

The RDM Account Management Operations Analyst plays a fundamental and influential role in delivering process control and efficiency enhancements, enabling the team more time to focus on the client. In addition, the individual serves as a leader and escalation contact for the team. You will join a close-knit and industrious group of professionals where you will soon begin impacting the business and our clients by:
• Developing deep product and operational knowledge of account onboarding and maintenance across multiple products and jurisdictions within global markets for institutional clients
• Researching and resolving key business and risk problems while partnering with front office, operations, and technology business partners
• Engaging in cross-team collaboration and gaining exposure to diverse product lines
• Building and maintaining strong relationships with internal and external business partners in the US, UK, and Asia
• Exploring methods to enhance processes, further reduce risks, and boost client satisfaction


Required Skills:

  • Intellectual curiosity, passion, and self-motivation

  • Excellent time management and prioritization skills, with ability to meet tight deadlines

  • Strong sense of teamwork and collaboration

  • Risk management awareness

  • Critical thinking, creativity, and problem solving skills

  • Highest degree of integrity / ethical standards and sound judgment

  • Commitment to delivering excellence

  • Excellent verbal and written communication skills with ability to communicate with various stakeholders at senior levels

Skills:

  • Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.

  • Excels in working among diverse viewpoints to determine the best path forward.

  • Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner

  • Commitment to challenging the status quo and promoting positive change.

  • Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.

  • Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

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