Senior Institutional Investment Operations Specialist

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About this role:

Wells Fargo is seeking a Senior Institutional Investment Operations Specialist in Capital Markets as part of Corporate Investment Banking. Learn more about the career areas and business divisions at wellsfargojobs.com.

This team's primary responsibilities include: Projecting short-term cash and collateral funding requirements for legal entities under CIB. Implementing tactical and strategic intraday liquidity processes and reporting. Investigating issues within projections and any variances versus actual activity. Optimizing the balances of cash account balances and the allocation of securities for Tri-Party repo. 

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

Additional Responsibilities:

• Performing ad hoc reconciliations and data analysis as needed for reporting to internal business partners.

• Liaising with various operational support groups and trading desks to escalate and resolve conflicts in a timely manner, drive process improvements and support business initiatives.

• Enhancing intraday liquidity processes and reporting including partnership in the establishment of Corporate Intraday Liquidity Management System and Resolution Planning.

• Identifying opportunities for optimization as well as proposing and implementing solutions to enhance processes, mitigate risk, reduce cost, and increase efficiency.

• Evaluating current and future needs and communicating and collaborating with internal stakeholders and technology partners to develop strategic solutions.

• Settlement of all Government Securities transactions via BNY.

• Executing the allocation and optimization of collateral requirements for all Tri-Party repo obligations.

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:

• Advanced knowledge of Excel
• Knowledge of different collateral types
• Knowledge of settlement processes for FED settling securities
• Tri-Party repo funding experience
• Knowledge of GSCC and MBSCC clearing
• Knowledge of Broadridge Impact and BPS

Job Expectations:

• Ability to work a hybrid schedule
• Willingness to work on-site at stated location on the job opening
• This position is not eligible for Visa sponsorship

Posting Locations:

• 1525 W W.T Harris Blvd, Charlotte, NC 28262

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