Wells Fargo Institutional Investment Operations Specialist - Funding Team 

United States, North Carolina, Charlotte 

341728093

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

Required Qualifications:

• 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:

• BS/BA degree or higher.
• Excellent verbal, written, and interpersonal communication skills.
• Ability to work in a fast-paced deadline driven environment.
• Operations experience with money funds, asset transfers, third party, brokerage.
• Preferred experience processing in DTC or Broadridge applications such as BPS, Gloss and Impact.
• FINRA series 99 or 7 is a plus.

Job Expectations:

• Ability to work additional hours as needed.
• Ability to work outside of regular business hours.
• Work at the posted locations below on a hybrid schedule of three (3) days in office and two (2) days from home.
• Office locations:550 S Tryon St, CHARLOTTE, NC 28202 or1525 W W T Harris Blvd,CHARLOTTE, NC 28262.

14 Mar 2025

Wells Fargo Recruitment and Hiring Requirements:

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