Senior Institutional Investment Operations Specialist

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About this role:

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

The FX Client service team member will work closely with sales to support Wells Fargo’s FX clients. This individual is expected to perform a variety of operational/post trade functions such as managing incoming client and trading desk inquires related to trade discrepancies, settlement issues and settlement instructions. In addition, this hire will work closely with internal partners like front office specialists and upper management to complete FX related work.

In this role, you will:

• 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

Required Qualifications:

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

Desired Qualifications:

• Extensive background within the Foreign Exchange Operations space; including reconciliation, investigations, spots, forwards, swaps, confirmation platforms related to payments/SWIFT
• Knowledge of FX applications such as Opics, Pega, Intellimatch, and Sapphire
• Experience in FX Wire Operations and/or FX Investigations
• Sound analytical skills and attention to detail
• Bachelor's degree in finance, Management, Accounting and/or Economics
• Experience in Financial Services Operations/complex processes
• Sound 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
• Ability to convey processes, procedures, guidelines, and analytics to variety of audiences
• Self-motivated and a strong desire for continued learning
• Advanced 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

 Primary Posting Location:

• 1525 W W T Harris Blvd., Charlotte, North Carolina

Job Expectations:

• This position offers a hybrid work schedule at the posted locations listed.
• Relocation assistance is not available for this position.
• Visa Sponsorship not available for this position.

Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and t