Institutional Investment Operations Specialist

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 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
Required Qualifications for Europe, Middle East & Africa only:
Experience in Institutional Investment Operations, or equivalent demonstrated through one or a combination of the following: work experience, training, education
Desired Qualifications:
Strong leadership and stakeholder management skills.
Experience: Collateral Management processes.
Education: MBA or an advanced degree (or equivalent experience).
Ability to handle complex regulatory and operational issues.
Proven track record in process improvement and risk mitigation.
Advanced collaboration and influencing capabilities.
Minimum 6 years of relevant experience in the industry.
Experience with collateral management, margin calls, variation margining, initial margining, portfolio reconciliation, payment expertise etc.
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
Experience of working across one or more geographic territories or regions.
Job Expectations:
Hands-on experience with collateral management platforms such as Colline, Acadia, and Tri Optima, combined with a strong understanding of the settlement life cycle, is highly desirable for this role.
Experience of working across one or more geographic territories or regions.
Must be a great team player with a high degree of flexibility, prepared to work in a deadline-driven and fast-paced environment and flexible to work in US shifts.
Experience of working with senior leaders, Operations, and Strategy functions.
Understands Derivatives trade life cycle and associated functions.
Advanced knowledge of Microsoft applications.
Excellent verbal, written (including drafting), and interpersonal communication skills.
Drive automation initiatives using tools, macros, or system enhancements to improve efficiency and accuracy.
Maintain robust controls to mitigate operational, credit, and settlement risks across collateral processes.
Posting End Date:
8 Sep 2026
*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.