Wells Fargo Lead Institutional Investment Operations Specialist 

United States, North Carolina, Charlotte 

346044349

In this role, you will:

• Serve as a lead for the Configuration team for matters relating to the Colline application and dealing with Collateral Management static.
• Perform the daily review of agreement build static along with training and escalation management.
• Run daily quality control checks on agreement/SSI related static and investigate breaks for top-day resolution.
• Oversee the team’s JIRA board for ongoing maintenance of outstanding requests and assist with ensuring tasks are being addressed within the assigned SLA.
• Serve as the agreement term subject matter expert and attend all related collateral management project related calls.
• Work closely with project management and collateral management leads to ensure business priorities align and are a main focus throughout the year.
• Gain an in-depth knowledge of all RCSA controls for the configuration space related to collateral management and serve as a subject matter expert for each control.
• Review and research complex multi-faceted operational and customer inquiries on collateral management related transactions for marginable trades which may include after-hours work to troubleshoot production issues.
• Harness technical skills to identify and automate any new or existing controls on static maintained by the team.
• Demonstrate full knowledge and serve as a lead on complex initiatives as well as support resolution of issues in and out of their responsibility.
• Gain a full understanding of trade flows from the various systems of record down to the collateral management system and assist with enhancement the current matching functionality to map a trade to an agreement for margining purposes.

Required Qualifications:

• 5+ 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:

• 4-year college degree (preferred majors are: Finance, Accounting, Math/Engineering or Economics).
• Proven experience utilizing SalesForce processing system or similar workflow tools.
• Working knowledge of the collateral agreement build process and the Colline system.
• Knowledge of the clearing process for OTC cleared products, OTC products, ISDA agreements, Futures and Options.
• Experience in business analysis, working with project management.
• Highly motivated with ability to drive results.
• Independent thinker yet adaptable to a procedure oriented and a fast-paced environment.
• Have the ability to work independently on project related details and provide management and clients with ad hoc information as needed.
• Ability to multi-task, perform under pressure and meet tight deadlines.
• Ability to solve problems otherwise escalate them immediately to the Manager to seek resolution.
• Ability to effectively communicate with management, operations, technology, finance, and other areas within the bank and will be encouraged to escalate risk and any processing concerns promptly

Job Expectations:

• Ability to work at the posted location below on a hybrid schedule of three (3) days in office and two (2) days from home.

• Posting location:550 S Tryon St,CHARLOTTE, NC 28202.

29 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.