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Senior Institutional Investment Operations Specialist – Reference Data Business Analyst

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. 

About this role:

Wells Fargo is seeking a Senior Institutional Investment Operations Specialist in our Security Master Ops team within Corporate and Investment Banking.

In this role, you will:

  • Analyze complex issues raised by our data partners and consumers, collaborate across multiple teams, identify the root cause, and propose both tactical and strategic solutions to solve these issues. 
  • Review and analyze both regulatory and market data changes to assess impact to our Reference Data systems and processes, and help document requirements, user stories, success criteria and test scripts to support  our agile framework with our Technology partners.
  • Actively steward our product reference data, provide high quality client service support, and continually looking for process improvement opportunities that will create operational efficiencies to improve client service and/or reduce risk. 
  • Utilize technology (e.g. SQL, Tableau, Excel, Alteryx, etc…) and analytical skills to continually improve our data quality program by helping identify data anomalies, process inefficiencies, data defects and design dashboards and workflows to help our team manage and steward our reference data more effectively.
  • Analyze large data sets to solve complex issues and help drive business requirements for Tech enhancements that will drive transformational change in our space to better serve our clients, increase scalability to support business growth, and meet changing regulatory requirements.
  • Excellent communication skills needed to build and maintain strong partnerships with our business partners, subject matter experts and operational managers to proactively solve issues and improve processes to reduce risk and improve operational processes.
  • Be responsible for the accurate and timely product set up, maintenance, and exception management processing for all product reference data asset classes including fixed income (agency, corporate, mortgage backed, sovereign, structured products, etc…) equities and listed derivative data globally.
  • Work in a fast-paced environment, be able to multi-task and prioritize your daily workload to meet tight deadlines and close out all daily tasks on time, and ensure proper and timely escalation when issues arise. 


Required Qualifications, US:

  • 4+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education


Desired Qualifications:

  • 3+ years of experience working in a business analysis role helping with data analysis, writing business requirements, user stores and success criteria ideally working in an agile change management lifecycle environment.
  • Strong knowledge of capital market products (Equity, FI and Derivative), preferably with experience in Product Data, Pricing Data, and/or Corporate action activities.
  • Experience sourcing new reference data using industry market data vendors (Bloomberg,  Refinitiv, MarkIT, Broadridge, GMI, or ICE Data Services)
  • Ability to prioritize & manage multiple tasks in a fast paced, deadline-driven change environment.
  • Ability to build relationships and collaborate with business partners across the organization.
  • Excellent written and verbal communication skills.
  • Strong time management and prioritization skills.
  • Ability to analyze business situations and problem solve, including making recommendations for resolution.
  • Ability to adapt quickly and effectively to changing business initiatives.
  • Experience with Broadridge systems including Impact, BPS and GLOSS
  • Experience with market data providers such as Bloomberg, Refinitiv, ICE, GMI, EMBS, SIX Financial, etc…
  • Analytical individual with an ability to focus on the big picture, while understanding and promoting details across multiple groups.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation, and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Pay Range

$73,100.00 - $129,900.00 Annual

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.


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