Institutional Investment Operations Specialist – FX Retail
About The Position
About this role: Wells Fargo is seeking an Institutional Investment Operations Specialist for the Foreign Exchange (FX) Retail Operations team within the Corporate & Investment Banking (CIB) Operations organization. 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
- Experience in Financial Services Operations/complex processes
- Knowledge of FX applications such as Opics, Pega, Intellimatch, Sapphire, etc
- Experience in FX Wires Operations and/or FX Investigations
- Intermediate Excel and other MS Office products skills
- Bachelor's degree in finance, Management, Accounting and/or Economics
- Strong Business Writing and Communication Skills
- Ability to manage multiple tasks in a fast paced and fluid environment
- Ability to adapt and learn new systems, processes, and regulations quickly, and on a regular basis
- Strong analytical skills and attention to detail
- Ability to convey processes, procedures, guidelines, and analytics to variety of audiences
- Self-motivated and a strong desire for continued learning
- Intermediate Excel and other MS Office products skills
- Ability to work across multiple work streams to analyze business processes to determine appropriate solutions
- Ability to interact professionally with customers, business partners, peers, and upper management
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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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
