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Wells Fargo · 3 days ago

Institutional Investment Operations Specialist

CHARLOTTE, NC

Full-time

Hybrid

Entry, Mid Level

2+ years exp

Wells Fargo is seeking an Institutional Investment Operations Specialist within their Trade Support team as part of the Corporate Investment Banking Operations Division. This role supports internal and external Fixed Income clients by ensuring timely and accurate post-trade operations, managing operational risk, and overseeing key trade-lifecycle activities.

BankingFinancial ServicesFinTechInsurancePayments

No H1B

Responsibilities

Support pre‑settlement activities, including trade matching, allocation, confirmation, affirmation, break mitigation, and trade/account reconciliation

Investigate and 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 operational risk

Exercise independent judgment while consulting with peers and managers to achieve operational goals

Maintain accurate records and ensure adherence to regulatory requirements and internal standards

Serve as a point of contact for stakeholders, providing clear and professional communication

Qualification

Institutional Investment OperationsTrade lifecycle processesInstitutional trade processing systemsIndustry regulations knowledgeMicrosoft Office SuiteAnalytical skillsProblem-solving skillsCommunication skillsTeamwork

Required

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