Bank of America

Operations

• Overseeing the Operations team and ensuring they meet deadlines
• Identifying, analyzing, and resolving complex problems
• Managing team workload and providing oversight
• Evaluating efficiencies and identifying areas for improvement

Senior Operations Team Lead – Enterprise Correspondence Operations

Financial Planning and Analysis

• Responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients
• Developing a book of business in order to meet and exceed established performance hurdles
• Effectively prioritizing sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
• Organizing and managing resources (time, people, budget) to run a productive practice
• Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client

Advisor Development Program – Financial Advisor

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Financial Solutions Advisor

Analyst

• Perform financial modeling & valuation work
• Regularly write industry and company reports and initiations of coverage from scratch
• Analyze data in market research databases
• Respond to research inquiries from our institutional investor clients during market hours
• Interview industry experts regarding our covered companies and industries
• Build relationships and facilitate information flow with contacts at covered companies
• Participate and contribute to industry conferences and events
• Closely follow and understand stock market, industry and company specific activity, and relay to the analyst when he/she is traveling
• Seek out new, unusual sources of information to augment our research capabilities
• Work with Senior Analysts to develop key industry themes
• Demonstrate strong industry knowledge and business judgment

Equity Research Analyst/Associate, Internet

• Provide comprehensive advice and customized solutions to clients
• Triage client leads and refer to business partners
• Build financial plans and recommend brokerage products
• Meet clients to review financial and investment goals

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
• Recommends banking and investments strategies that align with client financial goals and needs.
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or financial center clientele.
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.

• Advises on the design, development, and implementation of complex products, systems, and services in an operations environment using discretionary judgment.
• Advises on projects and directs activities of a team related to special initiatives.
• Consults on present-state, develops alternative future-state approaches, and facilitates implementations by creating a clear and coherent approach to guide effective program/initiative setup, execution, and control.
• Collaborate with Global Ops Management, FLU teams, and support partners to execute change management routines and deliver a consistent client experience for ECO tools and capabilities.

Operations Consultant – Enterprise Correspondence Operations

Designer

• Analyzing processes, documenting business case opportunities, and implementing process improvement/transformation initiatives
• Supporting the execution of change initiatives which may result in cost efficiencies, quality, productivity, and risk mitigation
• Working with business leaders and subject matter experts
• Driving execution of solutions within the budget and timeline
• Engaging with business partners to analyze, test, implement, and update processes as a result of projects, initiatives, and equipment changes
• Designing, documenting, implementing, and monitoring business processes and project objectives
• Attending/Leading project calls and communicating with front line units, support partners, operations area, and management on project updates

Process Design Consultant I – Document Fulfillment Services

Manager

• Perform Independent Price Verification, Valuation Adjustments, Prudent Valuations
• Collaborate with front office, middle office, traders, and valuation control teams
• Ensure procedure documents are accurate and up to date
• Engage with key stakeholders including Front Line Units

Full-stack Engineer

• Lead Oracle Fusion GL migration initiatives, including large-scale ledger consolidations, COA transformations, balance and journal conversions, and historical data migrations using FBDI/ADFDI with robust reconciliation controls
• Design, develop, and support Risk Management Cloud (RMC) technical solutions, including risk/control data migrations, GL control mappings, automated control evidence extraction, and audit-ready reconciliation reporting
• Develop custom BI Publisher reports, SQL-based validation utilities, and reconciliation frameworks to ensure GL balance accuracy, intercompany eliminations, and close-cycle integrity
• Build and maintain robust integrations between GL, RMC, FCCS, and PBCS using REST/SOAP APIs, Oracle Integration Cloud (OIC), and file-based interfaces, with a focus on migration and consolidation data flows
• Provide technical support for consolidation, planning, and budgeting processes, including GL-to-FCCS eliminations and translations, and GL-to-PBCS actuals/budget data synchronization
• Leverage AI and automation capabilities (Oracle AI features, intelligent reconciliation, anomaly detection, and intelligent data validation) to improve migration accuracy, reduce manual effort, and accelerate financial close and audit cycles

Software Engineer III – GBS IND

• Analyzing day-to-day issues
• Researching and providing resolution for various issues
• Supporting defined procedures and routine analytics
• Creating reports and completing exception processing
• End-to-end handling of post‑settlement wire investigations
• Conducting investigative outreach to obtain required information
• Analyzing payment data to identify root causes

Operations Analyst – Global Wire Operations

Financial Solutions Advisor, Bi-Lingual Spanish

Architect

• create the solution intent and architectural vision for complex solutions
• prioritize functional and non-functional requirements into a technology backlog
• contribute to the creation of the architecture roadmap of defined domains
• clarify the architecture, assist with system design, provide solution options
• facilitate solution driven discussions, lead the design of complex architectures
• drive best practices approach to the continuous improvement of our products, processes and tools
• educate team members on the technology practices, standardization strategies, and best practices

Senior Architect – GBS IND

• Writing and maintaining code
• bug fixes
• lead & contribute to design discussions
• investigating and resolving production issues
• code review
• develop frameworks
• work with development manager to lead the development team

Software Engineer III

• Leverage analytical expertise and technology insight to guide and influence senior leadership
• Drive the positioning of technology through an operational excellence and risk‑management lens
• Foster a culture focused on proactive risk identification and long‑term risk mitigation
• Apply strong analytical and technical acumen to evaluate capabilities, processes, and controls
• Perform detailed analytical and technical testing across key Global Technology processes and procedures
• Identify critical risks, control gaps, and opportunities for improvement, grounded in sound risk‑management principles
• Manage complex initiatives with rigor, discipline, and consistent follow‑through
• Analyze data to uncover patterns, common risks, and trends that inform assessment scope across Global Technology
• Engage the right subject matter experts and key stakeholders by leveraging experience, relationships, and organizational awareness
• Influence cross‑functional partners to align on shared objectives and navigate diverse perspectives to determine optimal solutions
• Excel in a highly collaborative, team‑oriented environment

Senior Operations Team Lead – Enterprise Correspondence Operations

Advisor Development Program – Financial Advisor

Financial Solutions Advisor

Equity Research Analyst/Associate, Internet

Financial Solutions Advisor

Financial Solutions Advisor

Operations Consultant – Enterprise Correspondence Operations

Process Design Consultant I – Document Fulfillment Services

Manager

Software Engineer III – GBS IND

Operations Analyst – Global Wire Operations

Financial Solutions Advisor, Bi-Lingual Spanish

Senior Architect – GBS IND

Software Engineer III

Independent Technical Assessment Manager