Senior Institutional Investment Operations Specialist - Trade Support

Wells Fargo • Charlotte, NC

9d • Hybrid

About The Position

Wells Fargo is seeking a Senior Institutional Investment Operations Specialist within our Trade Support team as a part of Corporate Investment Banking Operations. This role is responsible for supporting Fixed Income clients through the execution of timely, accurate, and controlled post-trade operations. Responsibilities include overseeing trade matching, allocation, confirmation, affirmation, and operational risk management activities. The ideal candidate will leverage strong analytical and problem-solving skills to drive process improvements, partner effectively with stakeholders, and ensure adherence to regulatory, compliance, and operational control requirements.

Requirements

• 4+ years of investment operations experience or equivalent demonstrated through one or a combination of work experience, training, military experience, or education

Nice To Haves

• 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

Responsibilities

• Serve as a subject matter expert for pre-settlement trade support activities, including trade matching, allocation, confirmation, affirmation, break mitigation, and trade/account reconciliation
• Lead and investigate to 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 risk
• Exercise independent judgment while consulting with peers and managers to achieve operational goals
• Maintain accurate records and ensure compliance with regulatory and internal standards
• Act as a point of contact for stakeholders, providing clear and professional communication

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed