Senior Associate, Senior Institutional Investment Operations Specialist
About The Position
Wells Fargo is seeking a Senior Institutional Investment Operations Specialist for the CIB Loan Operations team. In this role, you will assist in lifecycle support for institutional trade flow. You will manage client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, general ledger reconciliation, as well as, work to resolve confirmation and ISDA related issues. You will lead or participate in moderately complex initiatives and deliverables, and contribute to large scale planning related to process, procedures and efficiencies with internal and industry related initiatives. You will identify and recommend opportunities for process improvement and risk control development, and provide leadership to bring groups together to resolve multi-faceted complex issues. You will serve as a leader on projects along with internal and industry related initiatives, and review and analyze complex functional and operational tasks that require in-depth evaluation. You will exercise independent judgment and resolution to guide the deliverable, and resolve moderately complex issues. You will lead a team to meet functional area projects, and process deliverables, leveraging a solid understanding of functions, policies, procedures and compliance requirements. You will mentor and assist analysts, and collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals.
Requirements
- 4+ 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 working with institutional clients
- Understanding of CMLSF transactions
- Strong communication skills
- Complex problem solving and analysis
- Ability to analyze and resolve complex operational issues
- Resolve moderately complex operational issue.
Responsibilities
- Assist in lifecycle support for institutional trade flow
- Manage client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, general ledger reconciliation, as well as, work to resolve confirmation and ISDA related issues
- Lead or participate in moderately complex initiatives and deliverables
- Contribute to large scale planning related to process, procedures and efficiencies with internal and industry related initiatives
- Identify and recommend opportunities for process improvement and risk control development
- Provide leadership to bring groups together to resolve multi-faceted complex issues
- Serve as a leader on projects along with internal and industry related initiatives
- Review and analyze complex functional and operational tasks that require in-depth evaluation
- Exercise independent judgment and resolution to guide the deliverable
- Resolve moderately complex issues
- Lead team to meet functional area projects, and process deliverables
- Leverage solid understanding of functions, policies, procedures and compliance requirements
- Mentor and assist analysts
- Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
