Institutional Investment Operation Specialist

Wells FargoCharlotte, NC
1dOnsite

About The Position

Wells Fargo is seeking an Institutional Investment Operations Specialist for our Foreign Exchange team as a part of our Corporate Investment Banking (CIB) Operations Division. Learn more about our career areas and lines of business at wellsfargojobs.com. 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

Requirements

  • 2+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice To Haves

  • Foreign Exchange Operations experience with either Confirmations or Settlements (Gross, Net, CLS, On-Us, Split Settlements)
  • Experience with Nostro Reconciliations
  • Experience working with SWIFT messages
  • Understanding of Standing Settlement Instructions (SSI)
  • Exposure to various FX systems such as Hogan, OPICS, OMGEO, Alert, PEGA, FXALL, GTSS, MISYS, Bloomberg CMS
  • Proficiency in Microsoft Office Suite (Excel, Word, Outlook)
  • Sound organizational, interpersonal, verbal and written communication skills
  • Excellent analytical and problem-solving skills with attention to detail
  • Ability to work independently and in a team environment, as well as with all levels of organization
  • Ability to manage multiple priorities in a fast-paced environment

Responsibilities

  • 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
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