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Institutional Investment Operations Specialist

2 months ago

Charlotte, North Carolina, United States Wells Fargo Full time
About this role:

We are seeking a highly skilled Institutional Investment Operations Specialist to join our team at Wells Fargo. As a key member of our operations team, you will play a critical role in supporting our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture.

You will be accountable for execution of all applicable risk programs, including Credit, Market, Financial Crimes, Operational, and Regulatory Compliance. This includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.

Key Responsibilities:
  • Execute client and inter-company cash transfers and bookkeeping entries
  • Collaborate with Capital Markets Liquidity Management and other internal business partners to onboard new business as needed
  • Support the build out of the SSI Utility across the Broker-Dealer and ensure successful functionality with payment systems
  • Ensure daily cash and collateral margin settlements are approved and processed in a timely manner
  • Perform user acceptance testing for system enhancements
  • Document and maintain standard operating procedures
  • Fund internal and external bank accounts across multiple currencies and Agent banks
  • Process customer and firm Fedwire, SWIFT wire transfers and check disbursements
  • Research and reconcile daily position and cash breaks
  • Liaise with various support groups and trading desks to escalate and resolve issues in a timely fashion
  • Participate in individual and group projects to drive process improvement and support business initiatives
  • Assess the urgency around a problem or situation and escalate if needed
  • Assist in strategic build out of payments infrastructure
  • Pay high attention to detail while approving Wire Payments to Institutional Clients
Required Qualifications:
  • 2+ years of experience in one or a combination of the following: Financial Services, Accounting, Capital Markets, Investment Banking, Engineering, Operations
  • A BS/BA degree or higher in Accounting, Finance, Economics, or Business Administration
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information
  • Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment
  • Effective organizational, multi-tasking, and prioritizing skills
  • Proficient Microsoft Office skills, especially MS Excel
  • Solid problem solving skills
  • Strong analytical skills with high attention to detail and accuracy
  • Excellent verbal, written, and interpersonal communication skills
Desired Qualifications:
  • FINRA Registration including Series 7 or 99, or ability to obtain within 150 Days
  • Understanding of SWIFT and Fedwire payment formats and best practices for initiating funds transfers
  • Previous experience processing wire and check disbursements in a financial services environment
  • Experience with various securities platforms including Broadridge (Impact/Gloss/BPS)
We Value Diversity:

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.