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Senior Institutional Investment Operations Specialist

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States , Charlotte

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Category:
Finance

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Contract Type:
Not provided

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Salary:

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Job Description:

Wells Fargo is seeking a Senior Institutional Investment Operations Specialist for their Corporate and Investment Banking Operations group within Wholesale Operations. This role is in the Asset Servicing team and part of Securities Operations. The group processes all aspects of the lifecycle of Asset Servicing events, for all asset classes and across all markets.

Job Responsibility:

  • Assist in lifecycle support for institutional trade flow
  • Manage client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, general ledger reconciliation, as well as, work to resolve confirmation and ISDA related issues
  • Lead or participate in moderately complex initiatives and deliverables
  • Contribute to large scale planning related to process, procedures and efficiencies with internal and industry related initiatives
  • Identify and recommend opportunities for process improvement and risk control development
  • Provide leadership to bring groups together to resolve multi-faceted complex issues
  • Serve as a leader on projects along with internal and industry related initiatives
  • Review and analyze complex functional and operational tasks that require in-depth evaluation
  • 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
  • Managing and controlling high levels of risk and liability inherent in the Asset Servicing process
  • Provide outstanding service and create an environment that maintains its focus on serving our clients while constantly looking for ways to improve efficiency
  • Process all aspects of the lifecycle of Asset Servicing events, for all asset classes and across all markets
  • Work with external custodians to process allocations from our custodians to our clients
  • Manage communications with Lines of Business, such as Securities Lending, Prime Brokerage, as well as Operations and Technology partners
  • Balance a workload of tasks across the department and ensure all deadlines are met
  • Have a proven track record of process improvement and ownership of specific tasks
  • Be part of a team that is the main point of contact for our CIB business

Requirements:

  • 4+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Extensive knowledge and understanding of loan, securities, and derivative products
  • Experience working with custodians, depositories, agents and brokers to ensure timely and accurate processing of events to client accounts and to appropriately manage risk
  • Knowledge and understanding of Broadridge applications, including but are not limited to Impact, GLOSS and BPS
  • Knowledge of DTCC for allocations and elections and of non-US depositories (e.g. Euroclear
  • Clearstream)
  • Demonstrated ability to manage workload to ensure all daily tasks are completed in a timely manner and in compliance with departmental procedures
  • Familiar with the regulatory environment and maintaining strong controls

Additional Information:

Job Posted:
January 29, 2026

Expiration:
February 05, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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