Senior Institutional Investment Operations Specialist
Wells FargoMatch Score
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Job Description
Structured overview of role & requirementsAbout This Role
Manage lifecycle support of institutional trade flow including client onboarding, cash payments, funding operations, custodial operations, securities settlement, and reconciliation.
Lead moderately complex initiatives and projects, collaborating internally and with industry participants to improve processes and control risks.
Provide leadership and mentorship to team members, resolving multi-faceted operational issues and ensuring compliance with policies and procedures.
Minimum Requirements
Minimum 4+ years of Institutional Investment Operations experience or equivalent demonstrated via work, training, military experience, or education.
Work Experience Required: 4+ years in Institutional Investment Operations or equivalent.
Not explicitly mentioned: any specific degree requirement.
Not explicitly mentioned: notice period or location constraints.
Ideal Candidate Profile
Experienced in managing complex institutional investment operations with ability to independently resolve issues and apply judgment.
Demonstrates leadership capabilities by mentoring analysts and leading cross-functional projects and initiatives.
Comfortable working within a compliance-driven, risk-focused financial services environment involving multiple stakeholders.