Wells Fargo Senior Institutional Investment Operations Specialist 

United States, North Carolina, Charlotte 

18003736

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 Qualification:

• 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:

• Experience partnering with the line of business within Corporate & Investment Banking.

• Strong knowledge and understanding of loan, securities, and derivative products.

• Experience with loan servicing and Loan IQ as system of records.

• Basic Microsoft Office skills.

• Excellent verbal, written, and interpersonal communication skills.

• Effective organizational, multi-tasking, and prioritizing skills.

• Ability to work in a fast-paced deadline driven environment.

Job Expectations:

• This position offers a hybrid work schedule at the posted location listed.
• Relocation assistance is not available for this position.
• Visa Sponsorship not available for this position.

Posting Location:

• 550 South Tryon St, CHARLOTTE, NC 28202

25 Apr 2025

Wells Fargo Recruitment and Hiring Requirements:

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