Senior Institutional Investment Operations Representative
Wells FargoMatch Score
Against your primary resumeLogin to See Your Match Score
Create a free account or log in to unlock your CV match score across:
Protocol Intelligence
Data-driven signals on your job's competitivenessTier-1 brand, metro location, and mid-level operations role drive moderate candidate competition.
Requires US regulatory reporting and institutional investment operations experience, limiting cross-industry fit.
Explicit 2+ years, mandatory investment ops experience and VBA/Alteryx/Xceptor skills increase selectivity.
Job Description
Structured overview of role & requirementsAbout This Role
Support oversight and control of Trade and Transaction Reporting (TTR) through data import, maintenance, analysis, and reporting using multiple databases and business intelligence tools.
Prepare and distribute daily monitoring reports, investigate transaction breaks, resubmit rejected regulatory reports, and collaborate with Middle Office and Technology teams to resolve issues and improve processes.
Test technology changes affecting TTR systems, maintain program documentation, automate manual tasks using VBA, Alteryx, or Xceptor, and ensure compliance with relevant regulatory technical standards and policies.
Minimum Requirements
Minimum 2+ years of Institutional Investment Operations experience.
Bachelor’s degree with coursework in financial markets.
Proficiency in data management, import/export, analysis, and manipulation using Excel, VBA, Tableau, PowerBI, or similar tools.
Developer knowledge of VBA, Alteryx, and Xceptor tools.
Ideal Candidate Profile
Experienced with US securities and commodities regulations and compliance.
Skilled in business intelligence tools, workflow tools, data schemas, and data vocabularies relevant to investment operations.
Capable of detailed monitoring, proactive issue escalation, and process automation within a compliance-driven institutional investment environment.