Institutional Investment Operations Specialist

About this role:

Wells Fargo is seeking a Institutional Investment Operations Specialist

In this role, you will:

• Participate in lifecycle support tasks for institutional trade initiatives and identify opportunity for process improvements
• Assist leadership in bringing individual or teams together in order to resolve complex issues
• Assist in client account onboarding, input and monitoring of cash payments, customer service, project support, funding operations, custodial operations, securities settlement services, structured loan operations, general ledger reconciliation, as well as, work to resolve confirmation and ISDA related issue
• Provide subject matter expertise on projects along with internal and industry related initiatives
• Review and analyze functional operational tasks that require research, evaluation, and exercise independent judgment to guide the deliverable
• Present recommendations for resolving complex situations and exercise independent judgement while developing expertise on functions, projects, internal and industry related initiatives
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

Key Responsibilities

• Design, develop, and maintain reconciliation solutions using Xceptor.
• Support onboarding of new reconciliations and enhancements to existing processes.
• Build and maintain automated data ingestion, transformation, matching, and exception management workflows.
• Partner with Operations, Technology, and Business teams to gather requirements and deliver technical solutions.
• Investigate and resolve production issues, perform root cause analysis, and implement sustainable fixes.
• Support audit, compliance, and documentation requirements.
• Drive process improvements, automation opportunities, and control enhancements.
• Identify key issues, risks, trends, and improvement opportunities and communicate them to stakeholders.
• Participate in project delivery, testing, implementation, and post-production support activities.
• Provide production support and knowledge transfer to Operations teams.

Required Skills & Experience

• Strong hands-on experience in Xceptor development and support.
• Experience building reconciliation workflows, matching logic, exception management, and reporting solutions.
• Understanding of Capital Markets/CIB Operations and reconciliation processes.
• Strong analytical, troubleshooting, and problem-solving skills.
• Ability to multitask and manage competing priorities in a fast-paced environment.
• Excellent verbal and written communication skills.
• Ability to work effectively with Business, Operations, and Technology partners.

Preferred Skills

• Experience with Alteryx, Power BI, SQL, Python, VBA, or similar automation/reporting tools.
• Understanding of trade lifecycle and financial markets products.
• Experience with process automation and operational control frameworks.
• Exposure to audit, regulatory, and risk management initiatives.
• Detail-oriented, results-driven, and able to work in a high-demand environment while balancing multiple priorities.
• Open to supporting APAC, EMEA, and US business requirements, as applicable.

Key Competencies

• Ownership & Accountability
• Technical Expertise
• Problem Solving & Analytics
• Stakeholder Management
• Effective Communication
• Innovation & Automation Mindset
• Teamwork & Collaboration
• Continuous Improvement

Posting End Date: 

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

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 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.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.