Senior Institutional Investment Operations Specialist jobs at Wells Fargo in United States, Charlotte
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Company (1)
Job type
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Job title (1)
United States
State
Charlotte
331 jobs found
17.09.2025
WF
Wells Fargo Associate Operations Processor United States, North Carolina, Charlotte
Perform general clerical operations tasks that are routine in nature. Receive, log, batch, and distribute work. File, photocopy, and answer phones. Prepare and distribute incoming and outgoing mail. Regularly receive...
Underwrite new transactions as part of a team alongside a lead underwriter: build and sensitize integrated operating/LBO models, size debt capacity and covenant headroom, produce in-depth credit analysis and write...
Lead moderately complex initiatives and deliverables within technical domain environments. Contribute to large scale planning of strategies. Collaborate with stakeholders to gather and document business requirements. Design and propose system...
Execute post-transaction processes related to corporate credit facilities, ensuring timely and accurate data entry and validation. Review legal and credit approval documentation to confirm alignment with internal systems of record....
Underwrite new transactions as part of a team alongside a lead underwriter: build and sensitize integrated operating/LBO models, size debt capacity and covenant headroom, produce in-depth credit analysis and write...
Manage and develop a team of Business Execution Consultants while ensuring successful planning, integration, impasse resolution, and measurement of operations with moderate to high complexity and visibility. Engage functional leaders...
Direct and manage the full lifecycle of change and release management on the ServiceNow platform, from initial planning and risk assessment to approval, and post-implementation review, spanning complex modules and...
Perform general clerical operations tasks that are routine in nature. Receive, log, batch, and distribute work. File, photocopy, and answer phones. Prepare and distribute incoming and outgoing mail. Regularly receive...
Are you a finance professional looking for an opportunity to apply your knowledge of institutional investment operations in the tech industry? Look no further! Wells Fargo is currently looking for an experienced Senior Institutional Investment Operations Specialist to join their team in Charlotte, United States.
In this role, you will be a key member of the institutional investment division. You will be responsible for ensuring efficient and accurate processing of all investment activities, including participating in investment trading, monitoring accounts, and communicating positions to investors. Additionally, you will be required to monitor compliance with securities regulations, and review internal controls.
This role is ideal for an organized individual, with an eye for detail. Our Senior Institutional Investment Operations Specialist must be highly analytical and possess outstanding communication and customer service skills. A successful candidate will also have solid financial markets knowledge and proficiency with computer systems.
Previous experience in a similar position is essential, and familiarity with regulatory and compliance issues is highly desirable. The successful candidate must also be able to work independently and have excellent attention to detail.
If you have the knowledge and experience required for this role, we'd love to hear from you. Join Wells Fargo and be a part of the tech industry! Apply for the Senior Institutional Investment Operations Specialist role today.