Senior Institutional Investment Operations Representative
Wells FargoThis role is no longer listed. Wells Fargo took the posting down on Oct 6, so applying now won't reach anyone. It stays here for your saved list and any links you shared.
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Job Description
Structured overview of role & requirementsAbout This Role
Perform and oversee operational tasks for complex institutional trades including processing, inquiry research, and transaction reconciliation.
Lead or participate in process improvement, audit support, compliance adherence, and project initiatives within Institutional Investment Operations.
Collaborate with internal and external clients (traders, middle office teams) ensuring timely issue resolution and clear communication under strict deadlines, including night shifts and weekends as per business needs.
Minimum Requirements
4+ years of Institutional Investment Operations experience or equivalent through work, training, military experience, or education.
Strong knowledge of pre-settlements, settlements, trade lifecycle, and US domestic market processes such as pre matching, trade allocations, affirmations/confirmations.
Willingness to work night shifts, weekends, and US holidays as per business demands.
Not explicitly mentioned in the JD: mandatory degree requirement, notice period, or strict location constraints.
Ideal Candidate Profile
Experience in securities operations with understanding of pre matching, trade allocations, and affirmation rate analysis.
Capable of working effectively under pressure in a deadline-driven, team-oriented environment with excellent verbal and written communication skills.
Demonstrated ability to handle client interactions, provide training or guidance to junior staff, and lead process transformation projects.