Institutional Investment Operations Specialist
Wells FargoMatch Score
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Protocol Intelligence
Data-driven signals on your job's competitivenessTier-1 bank, metro location, generalist operations title, low minimum experience and broad responsibilities increase competition.
Specialized institutional custody, settlement, and ISDA skills limit cross-industry transferability.
Explicit 2+ years requirement plus domain-specific custody/settlement/ISDA expertise yields medium strictness.
Job Description
Structured overview of role & requirementsAbout This Role
Support institutional trade lifecycle and identify process improvements.
Assist leadership in resolving complex issues through team coordination.
Manage client onboarding, cash payments, custodial operations, securities settlement, reconciliations, and related operational tasks with subject matter expertise.
Minimum Requirements
2+ years of Institutional Investment Operations experience or equivalent through work, training, military, or education.
Work Experience Required: 2+ years in Institutional Investment Operations or equivalent.
No explicit mention of educational degree requirements.
Notice period or location requirements: Not explicitly mentioned in the JD.
Ideal Candidate Profile
Experienced in handling complex operational issues within institutional investment environments.
Able to independently research, evaluate, and recommend solutions for operational and project challenges.
Collaborative with peers and leadership to achieve resolution and operational goals.