Balance Management & Analysis
Job Description:
Job Title: Balance Management \& Analysis
Corporate Title: Officer
Location: Dublin
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.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths \- whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in\-office culture that supports collaboration, engagement, and career development. Our approach includes clear in\-office expectations, while providing an appropriate level of flexibility based on role\-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing moderately complex research, reporting, and analytical support for the delivery of end\-to\-end support for Global Operations, sales, trading/underwriting business for securities, foreign exchange, fixed income, exchange traded derivatives, and over\-the\-counter derivatives across multiple Lines of Business. Key responsibilities include carrying out duties under general supervision and assisting teammates while following established procedures. Job expectations include performing Customer Identification Program and Customer Due Diligence refresh processes.
Responsibilities:
- Maintains accuracy of client portfolio using internal and external comparison tools
- Performs research and conducts moderately complex analyses using established techniques, including transactions that require special handling and exception handling
- Explores methods to enhance processes, further reduce risks, and boost client experience
- Partners with colleagues on the trade and sales support teams, as well as external agents
- Creates reports and liaises with internal partners to ensure proper client reporting and assist with regulatory reporting
- Escalates potential risks and exposures to manager in a timely manner
- Assists with ad\-hoc projects, new processes, or initiatives requiring coordination among subject matter experts representing multiple product areas or functions
- Microsoft Excel experience
- Familiarity with the full Microsoft Office Suite, including Word, Outlook and Access
- Experience with data analysis, including maintaining databases, collecting data, filtering and cleaning data, identifying patterns, interpreting data and presenting findings
- Associate’s Degree or higher with a major in business, finance, accounting, economics or a related field
- Experience in the financial services industry
- Attention to Detail
- Critical Thinking
- Data Collection and Entry
- Recording/Organizing Information
- Research
- Fraud Management
- Interpret Relevant Laws, Rules, and Regulations
- Problem Solving
- Quality Assurance
- Risk Management
- Adaptability
- Customer and Client Focus
- Prioritization
- Result Orientation
- Written Communications
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