Senior Institutional Investment Operations Representative
Wells FargoMatch Score
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Protocol Intelligence
Data-driven signals on your job's competitivenessTier-1 bank, metro location, mid-level generalist securities operations role attracts high candidate competition.
Specialized institutional securities operations knowledge and trade lifecycle experience reduce cross-industry transferability.
Mandatory 4+ years securities operations experience and regulatory/compliance responsibilities increase shortlisting strictness.
Job Description
Structured overview of role & requirementsAbout This Role
Manage and perform operational tasks for complex institutional investment trades including processing, researching inquiries, and transaction reconciliation.
Lead or contribute to process improvement initiatives and projects, supporting audit and compliance requirements within the investment operations.
Collaborate with internal teams and external clients to resolve issues, ensure timely completion of tasks, and drive process re-engineering opportunities.
Minimum Requirements
4+ years of Institutional Investment Operations experience or equivalent (work experience, training, military experience, education).
Experience in Securities Operations preferred (3-7 years).
Willingness to work night shifts, weekends, and US holidays as per business demands.
Not explicitly mentioned: mandatory degree or location constraints; MBA/Bachelor's in Finance is preferred but not mandatory.
Ideal Candidate Profile
Strong knowledge of trade lifecycle including pre-matching, trade allocations, affirmations/confirmations, and pre-settlements/settlements in the US domestic market.
Experienced in client interaction, escalation management, and working under pressure with strict deadlines.
Capable of independently exercising judgment in process compliance and risk mitigation while supporting audits and governance.