Skip To Content
Laptop

Senior Institutional Investment Operations Specialist

  • Operations
  • Full time
  • R-225618

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 as a part of Corporate and Investment Banking.


In this role, you will:

  • 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


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
  • Ability to work in a fast paced environment.
  • Ability to manage multiple tasks and work in a deadline driven environment to obtain results.
  • Well-organized with the ability to prioritize within a multi-project environment and proactively meet established deadlines.
  • Ability to effectively capture system and process issues and communicate them as to address items in a prioritized manner for better resolution. Possess effective communication, negotiating, problem solving and analytical skills.
  • Preferred Skills Advanced knowledge of the Microsoft applications including Access Database and Excel.
  • Demonstrable ability to query large datasets in database using T-SQL/PL/SQL
  • Advanced knowledge of VBA and other automation techniques to assist in providing efficient reporting solutions
  • Advanced knowledge of the Microsoft applications including Access Database and Excel.
  • Advanced knowledge of VBA and other automation techniques to assist in providing efficient reporting solutions
  • Experience visualizing data results utilizing tools such as Tableau


Desired Qualifications:

  • 3+ years visualizing data results utilizing tools such as Tableau
  • Advanced experience querying utilizing T-SQL/PL/SQL
  • Ability to work in a fast-paced environment.
  • Ability to manage multiple tasks and work in a deadline driven environment to obtain results.
  • Well-organized with the ability to prioritize within a multi-project environment and proactively meet established deadlines.
  • Ability to effectively capture system and process issues and communicate them as to address items in a prioritized manner for better resolution. Possess effective communication, negotiating, problem solving and analytical skills.
  • Preferred Skills Advanced knowledge of the Microsoft applications including Access Database and Excel.
  • Demonstrable ability to query large datasets in database using T-SQL/PL/SQL
  • Advanced knowledge of VBA and other automation techniques to assist in providing efficient reporting solutions
  • Advanced knowledge of the Microsoft applications including Access Database and Excel.
  • Advanced knowledge of VBA and other automation techniques to assist in providing efficient reporting solutions
  • Experience visualizing data results utilizing tools such as Tableau

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.

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.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.


How we hire

This is an example of some common job content that can be shown at the bottom of every job description. It is added in the CMS and then shown on every job. It can be used to supplement the job content that comes from the ATS.

Egestas faucibus lacus a ac aptent ac condimentum risus iaculis a parturient a enim suscipit semper hendrerit feugiat suspendisse lobortis facilisis vel at dolor ornare rutrum a elementum mi. Rhoncus mollis curae penatibus scelerisque suspendisse faucibus phasellus porttitor maecenas amet a amet hac facilisi a urna a vestibulum vestibulum maecenas per adipiscing ultrices.

Block Values

Our hiring process

Answer 1

Answer 2

Answer 3

 

Answer 4

Find the right careers for you

Clouds Lake

Sub Title

Feature 1

Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text

Home
Clouds Lake

Sub Title

Feature 2

Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text

Home

Rejoignez notre communauté de talents

Renseignez-vous sur les événements à venir et les possibilités de carrière chez Wells Fargo.

Adhérer maintenant
JK 1212 1236 B 4MP