Institutional Investment Operations Specialist

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity, and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. About this role: Wells Fargo is seeking an Institutional Investment Operations Specialist in Foreign Exchange (FX) Operations as part of our Corporate Investment Banking (CIB) Operations division. Learn more about our career areas and lines of business at wellsfargojobs.com. The FX Client service team member will work closely with sales to support Wells Fargo’s FX clients. The individual is expected to perform a variety of operational/post trade functions such as trade confirmation, settlement, and manage incoming client & trading desk inquiries related to trade discrepancies, settlement issues and settlement instructions. In this role, you will: Monitor, input, and process cash related transactions, customer service, project support, funding operations, settlement services, trade reconciliation, researching inquiries as well as work to resolve payment or trade related issue Review SWIFT messages ensuring all required information such as settlement instructions are provided by remitter Assist leadership in bringing individual or teams together to resolve complex issues Provide subject matter expertise on projects along with internal and industry related initiatives (such as risk mitigation, process efficiencies and client service enhancements) Review and analyze functional operational tasks that require research, evaluation, and exercise independent judgment to guide the deliverable Provide back-up for other desks Present recommendations for resolving complex situations and exercise independent judgement while developing expertise on functions, projects, internal and industry related initiatives Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals Required Qualifications: 2 years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Bachelor's degree in finance, Management, Accounting and/or Economics Experience in Financial Services Operations/complex processes Knowledge of FX applications such as Opics, Pega, Intellimatch, Sapphire, etc Experience in FX Wires Operations and/or FX Investigations Sound analytical skills and attention to detail Ability to manage multiple tasks in a fast paced and fluid environment Ability to adapt and learn new systems, processes, and regulations quickly, and on a regular basis Sound Business Writing and Communication Skills Ability to convey processes, procedures, guidelines, and analytics to variety of audiences Self-motivated and a strong desire for continued learning Intermediate Excel and other MS Office products skills Ability to work across multiple work streams to analyze business processes to determine appropriate solutions Ability to interact professionally with customers, business partners, peers, and upper management Primary Posting Location: 1525 W W T Harris Blvd., Charlotte, North Carolina Job Expectations: This position offers a hybrid work schedule at the posted locations listed. Relocation assistance is not available for this position. Visa Sponsorship not available for this position. Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; foreign exchange, rates and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe. This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CRF 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. Posting End Date: 8 Mar 2025 *Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 34 on Fortune’s 2024 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy. News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories. Additional information may be found at www.wellsfargo.com LinkedIn: https://www.linkedin.com/company/wellsfargo For questions on how to search and apply, visit our frequently asked questions.