About this role:

Wells Fargo is seeking a Senior Institutional Investment Operations Representative.

In this role, you will:

Perform a variety of operational tasks for complex institutional trades or process extensive knowledge of systems.
Provide ideas for improving or implementing processes.
Perform moderately complex duties such as processing, researching inquires, and reconciling transactions.
Review time sensitive documents.
Provide training or work direction to less experienced staff.
Support audit requirements within the process.
Address compliance and corporate governance issues for the department.
Lead or participate in projects.
Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals.
Interact with internal and external customers as per prescribed process or procedure.
Identify and drive process re-engineering or transformation opportunities within the process.
Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements.

Required Qualifications:

4+ 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:

Be a part of a team of handling complex issue management for FX clients.
MBA or an advanced degree (or equivalent experience).
Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with business partners and other support functions.
Comfortable to work in matrix organization.
Strong organizational and project management skills with demonstrated ability to manage expectations and deliver on commitments.
Must be a team player with a high degree of flexibility, working in a deadline-driven and fast-paced environment including shifts (majorly supporting US business).
Excellent presentation skills, effective written and verbal communication skills.

Job Expectations:

Experience in Investment Operations process:
Deliver quality, sustainable and risk compliant solutions that meet or exceed our customers’ and team members’ needs and expectations within the agreed timeline.
Operate within well-documented end-to-end processes designed to deliver quality solutions that are valuated continuously.
Focus on continuous improvement and creation of efficiencies by understanding internal and external customer needs and expectations.
Determine and address the root cause, in order to eliminate issues, streamline, automate, and innovate to deliver increasingly effective solutions
Execute responsibilities with precision and reduced error rates

Risk & Controls Mindset:
Adept at identifying potential risks in operational processes; develops and implements controls to mitigate associated risks.
Responsible for BCP and ICT management.
Ensure system enforced controls, compensating controls, RCSA, daily recon controls (SOD/MOD/EOD) in place.
Ensure that the team has effective Quality Check process in place.

Posting End Date:

1 May 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.