Lead Institutional Investment Operations Specialist, Wells Fargo

Wells Fargo

Location:
United States, Charlotte

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Lead Institutional Investment Operations Specialist for our Shared Services Configuration team as part of Corporate Investment Banking (CIB) Operations division. This role provides production support and helps to oversee data quality for the Inventory Master application. Learn more about our career areas and lines of business at wellsfargojobs.com.

Job Responsibility:

Serve as a specialist on Inventory Master data and work with internal partners to help steward changes in key static data elements
Perform weekly reconciliations between Inventory Master and the various systems of record for data quality control
Serve as the Inventory Master expert on projects with the business, regulatory change management, and internal stakeholders when regulatory requirements or business needs change
Work with internal team members to gain an understanding of the inventory build process across all systems of record and trade capture systems
Work to improve data quality controls on the Inventory Master system including workflow enhancements
Leverage project management skills to help coordinate change management process for the Inventory Master application and schedule weekly calls with technology to prioritize work
Demonstrate full knowledge and serve as a lead on complex initiatives in operational and customer service for lifecycle support for institutional trade flow functions as well as support resolution of issues in and out of their responsibility
Participate in various risk and control framework exercises as well as internal and external audits
Exercise independent judgment and resolution to guide the deliverable
Resolve moderately complex issues
Lead team to meet functional area projects, and process deliverables
Leverage solid understanding of functions, policies, procedures and compliance requirements
Mentor and assist analysts
Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

Requirements:

5+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Solid understanding of the various trading desks structures at Wells Fargo Corporate Investment Bank Markets space
Understanding and experience working with being a data steward and assisting with complex problems
Sound knowledge of bank software, desktop software, email, and Microsoft suite of applications
Extensive experience with user acceptance testing, regression testing, and production checks
Experience with data analysis supporting institutional clients
Ability to manage multiple tasks and work in a deadline driven environment to obtain results
Dependability, attention to details, high integrity, and the ability to partner well with others
Ability to effectively capture system and process issues and communicate them as to address items in a prioritized manner for better resolution

Additional Information:

Job Posted:
June 12, 2025

Expiration:
June 19, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Lead Institutional Investment Operations Specialist

Wells Fargo

Location:United States, Charlotte

Category:Finance

Contract Type:Not provided