Jobs · Analyst · North Carolina

Institutional Investment Operations Specialist

Wells Fargo · Charlotte, NC · 1 wk ago
AnalystFull-time

About the role

The cash management team sits within funding operations and is primarily responsible for:

  • Executing client inter-company cash transfers and bookkeeping entries
  • Collaborating with FCL and other internal business partners to onboard new business as needed

Responsibilities

In this role, you will perform user acceptance testing for system enhancements, ensure daily cash and collateral margin settlements are approved and processed in a timely manner, document and maintain standard operating procedures, fund internal and external bank accounts across multiple currencies and agent banks, process customer and firm Fedwire and SWIFT wire transfers and check disbursements, research and reconcile daily position and cash breaks, liaise with various support groups and trading desks to escalate and resolve issues in a timely fashion, participate in individual and group projects to drive process improvement and support business initiatives, and assist in the strategic build out of payments infrastructure.

Ability to quickly assess the urgency around a problem or situation and escalate if needed.

Requirements

Required qualifications include 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 include excellent verbal, written, and interpersonal communication skills, FINRA registration including; Series 7 or 99A, BS/BA degree or higher in Accounting, Finance, Economics, or Business Administration, ability to navigate multiple computer systems, applications, and utilize search tools to find information, ability to work independently, proactively, innovatively, and creatively while exercising sound judgment, effective organizational, multi-tasking, and prioritizing skills, solid problem-solving skills, sound analytical skills with high attention to detail and accuracy, foundational Microsoft Office skills, and ability to work in a fast-paced deadline driven environment.

Qualifications

  • Must have a BS/BA degree or higher in Accounting, Finance, Economics, or Business Administration
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office skills
  • Must have Foundational Microsoft Office

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