About this role:

Wells Fargo is seeking a Institutional Investment Operations Specialist

In this role, you will:

Participate in lifecycle support tasks for institutional trade initiatives and identify opportunity for process improvementsAssist leadership in bringing individual or teams together in order to resolve complex issuesAssist 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 issueProvide subject matter expertise on projects along with internal and industry related initiativesReview and analyze functional operational tasks that require research, evaluation, and exercise independent judgment to guide the deliverablePresent recommendations for resolving complex situations and exercise independent judgement while developing expertise on functions, projects, internal and industry related initiativesCollaborate 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

Responsibilities to include:

Support the lifecycle of Institutional trades while managing a larger group or multiple groups covering the following functions; T0 Blotter checks, Investigation & resolution of  exceptions from Internal & external reconciliations for OTC & Listed Derivative asset class, monitoring various queues, performing key trade life cycle functions such as  trade affirmations, allocations & validation, producing key metrics & varied reporting.Demonstrate good understanding of financial products & middle office controls.Knowledge of key regulations impacting the financial markets ( Dodd frank)Identify and recommend opportunities for process improvement and risk control developmentCollaborate with all business partners and various departments, create efficiencies and mitigate risk for team and organizationMake decisions and resolve issues regarding resources, objectives and operations of functional area and team to meet business objectivesInterpret and develop policies and procedures for functions with low to moderate complexityManage and develop team of individual contributors and managers working on complex issuesCollaborate and influence all levels of professionals including more experienced managersLead team to achieve objectives and strategyManage allocation of people and financial resources for Institutional Investment Operations groupMentor and guide talent development of direct reports and assist in hiring talentAbility to accurately process high volumes of work within established deadlinesDemonstrates a high degree of reliability, integrity, and trustworthiness in all areas, foster teamwork

Essential Qualifications

University degree/Post graduation in Business /Accounts/Economics/Stats.8 to 2 +years of experience in the institutional Investment Banking OperationsWorking knowledge of the either of functions ex: Middle office Operations, Product control, trade & sales support, trader/sales assistant.Good understanding of Middle office controls, daily risk & PnLWilling to work in EMEA & US Shift.Ability to work in a fast paced environment and time constraintsStrong communication skills

Desired Qualifications

Experiences should include familiarity with Investment industry and practices in the Financial Services industry as well as operational delivery experienceAnalytic thinker who likes to solve problems with strong attention to detailAnalyst should have strong numerical and analytical skills, strong articulation and out of box thinking.Good problem solving, analytical and numerical skills

Posting End Date: 

11 Sep 2025

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

 

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

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