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Wells Fargo · 22 hours ago

Lead Institutional Investment Operations Specialist

Charlotte, NC

Full-time

Hybrid

Senior Level

5+ years exp

Wells Fargo is seeking a Lead Institutional Investment Operations Specialist within the Funding Operations team as part of Corporate Investment Banking Operations. This role is responsible for forecasting cash and collateral requirements, ensuring optimal liquidity management, and expanding the Global Cash Management initiative across CIB and Wholesale Operations.

BankingFinancial ServicesFinTechInsurancePayments

No H1B

Responsibilities

Prepare and validate daily USD and multi-currency cash and collateral projections using internal and external data sources

Analyze intraday variances between projected and actual funding needs; communicate findings to the front office

Performing ad hoc reconciliations and data analysis as needed for reporting to improve projection accuracy

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

Identify 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

Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals

Lead projects and teams, or serve as a peer mentor

Qualification

Institutional Investment OperationsCash Projection ManagementSettlement Systems KnowledgeData AnalysisBroadridge ApplicationsOrganizational SkillsCommunication Skills

Required

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