Institutional Investment Operations Specialist

Institutional Investment Operations Specialist

Wells Fargo is seeking an Institutional Investment Operations Specialist within our Trade Support team as a part of our Corporate Investment Banking (CIB) Operations Division.

This role supports internal and external Fixed Income clients by ensuring timely, accurate, and well-controlled post-trade operations. Responsibilities include managing operational risk and overseeing key trade-lifecycle activities such as trade matching, allocation, confirmation, and affirmation. The ideal candidate will exercise sound judgment within established policies and procedures while driving process improvements in partnership with key stakeholders. A sound understanding of operational controls, regulatory requirements, and compliance standards is essential.

In this role, you will:

• Support pre-settlement activities, including trade matching, allocation, confirmation, affirmation, break mitigation, and trade/account reconciliation
• Investigate and resolve trade breaks and discrepancies in a timely manner
• Collaborate with internal teams (Operations, Technology, Trade Capture, Sales & Trading) and external counterparties (Investment Managers, Custodians, Brokers, Application Support) to resolve complex issues
• Participate in lifecycle support for institutional trade initiatives and projects
• Identify and recommend process improvements to enhance efficiency and reduce operational risk
• Exercise independent judgment while consulting with peers and managers to achieve operational goals
• Maintain accurate records and ensure adherence to regulatory requirements and internal standards
• Serve as a point of contact for stakeholders, providing clear and professional communication

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:

• Proficient understanding of trade lifecycle processes and pre-settlement activities
• Experience with institutional trade processing systems (e.g. DTCC, CTM, ALERT, Broadridge, or similar platforms)
• Knowledge of industry regulations and best practices related to trade settlement
• Ability to manage multiple priorities in a fast-paced environment
• Demonstrated ability to identify and implement process improvements
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook)
• Excellent analytical and problem-solving skills with attention to detail
• Ability to work independently and in a team environment
• Sound verbal and written communication skills

Primary Posting Location:

• 1525 W W T Harris Blvd, Charlotte, North Carolina 28262-8522

Job Expectations:

• This position offers a hybrid work schedule at the posted locations listed.
• Shift flexibility, including availability to work occasional weekends and select holidays for testing and foreign currency markets.
• Relocation assistance is not available for this position.
• Visa Sponsorship not available for this position.

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.