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Institutional Investment Operations Specialist

Company: Wells Fargo
Location: Charlotte
Posted on: November 26, 2022

Job Description:

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. About this role: Wells Fargo is seeking an Institutional Investment Operations Specialist within our FX Static Data team as part of Corporate Investment Banking. In this role, you will:

  • Participate in lifecycle support tasks for institutional trade initiatives and identify opportunity for process improvements
  • Assist leadership in bringing individual or teams together in order to resolve complex issues
  • Assist in client account onboarding, input and monitoring of cash payments, customer service, project support, funding operations, custodial operations, securities settlement services, structured loan operations, general ledger reconciliation, as well as, work to resolve confirmation and ISDA related issue
  • Provide subject matter expertise on projects along with internal and industry related initiatives
  • Review and analyze functional operational tasks that require research, evaluation, and exercise independent judgment to guide the deliverable
  • Present recommendations for resolving complex situations and exercise independent judgement while developing expertise on functions, projects, internal and industry related initiatives
  • Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Required Qualifications, US:
    • 2+ 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:
      • Ability to use bank software, desktop software, email, and FX specific applications
      • Knowledge of foreign exchange business, banking, and settlement standard instructions
      • Knowledge of CMR, OPICS, Calypso, COBAM, and CID is a plus
      • Understand of database concept
      • Familiar with user acceptance testing, regression testing, and production check
      • Understand the concept or experienced in operation risk and control
      • Dependability, attention to details, integrity, and work well with others
      • Decisioning and problem solving.
      • Perform onboarding and offboarding of FX profiles
      • Update information in system of records to maintain the data of FX profiles
      • Set up and maintain standard settlement instructions
      • Research profile mapping issues
      • Review reports to ensure the setup and maintenance are done correctly
      • Work with team members and other line of businesses to complete requests
      • Research and resolve issues as instructed
      • Participate in initiatives or projects Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which 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. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. 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. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which 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. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Keywords: Wells Fargo, Charlotte , Institutional Investment Operations Specialist, Other , Charlotte, North Carolina

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