Wells Fargo Institutional Investment Operations Specialist 

United States, North Carolina, Charlotte 

221115637

In this role, you will:

• Perform onboarding and offboarding of FX profiles in a timely manner, as required
• Update information in system of records to maintain the data of FX client profiles
• Set up and maintain standard settlement instructions
• Research profile mapping issues
• Review reports to ensure the setup and maintenance are done correctly
• Work with team members and other line of businesses to complete requests within stated time frames and SLA
• Research and resolve issues as instructed, potentially present findings to the wider group and/or additional LOB
• Participate in initiatives or projects, including cross training, as well as development and maintenance of process & procedures documentation
• 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

Required Qualifications, US:

• 2+ 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:

• Ability to use bank software, desktop software, email, and FX specific applications
• Knowledge of FX business, International finance, and Standard Settlement Instructions (SSI)
• Experience with data configurations
• Knowledge of CMR, OPICS, Calypso, COBAM, and CID is a plus
• Understanding and experience working with database concepts
• Familiar with user acceptance testing, regression testing, and production checks
• Understand the concept or experienced in operation risk and control
• Dependability, attention to details, integrity, and work well with others
• Decision making and problem-solving skills essential

delivers a comprehensive suite of capital markets, banking, and financial products and services. As a trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe.

15 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.