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 Qualifications:
- 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:
- Knowledge of Securities Lending, Buyins, Recalls, Borrow / Loan Return Callbacks
- Knowledge of Corporate Actions
- Experience in the area of Account on boarding
- Knowledge of EoD position Balancing
- Knowledge of Loanet, Global One, Equilend, and DTC
Job Expectations:
- Strong interpersonal and influencing skills, with the ability to build strong partnership with business stakeholders and other support functions
- Strong organizational and project management skills with demonstrated ability to manage expectations and deliver on commitments
- Must be a good team player with a high degree of flexibility, prepared to work in a deadline-driven and fast-
- paced environment
27 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.