Senior Associate, Senior Institutional Investment Operations Specialist
Wells Fargo’s Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets, and advisory solutions—including sales, trading, and research—to corporate, government, and institutional clients. Commercial Real Estate (CRE) provides an integrated platform of banking, financing, and capital markets solutions to commercial real estate clients such as financial sponsors, institutional investors, asset managers, regional developers, and public and private corporations.
About the role
Wells Fargo is seeking a Senior Institutional Investment Operations Specialist for the CIB Loan Operations team. In this role, you will assist in lifecycle support for institutional trade flow and manage client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, and general ledger reconciliation. You will also work to resolve confirmation and ISDA-related issues.
Responsibilities
- Lead or participate in moderately complex initiatives and deliverables
- Contribute to large-scale planning related to process, procedures, and efficiencies with internal and industry-related initiatives
- Identify and recommend opportunities for process improvement and risk control development
- Provide leadership to bring groups together to resolve multi-faceted, complex issues
- Serve as a leader on projects along with internal and industry-related initiatives
- Review and analyze complex functional and operational tasks that require in-depth evaluation
- Exercise independent judgment and resolution to guide deliverables
- Resolve moderately complex issues
- Lead team to meet functional area projects and process deliverables
- Leverage solid understanding of functions, policies, procedures, and compliance requirements
- Mentor and assist analysts
- Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
Requirements
- 4+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, or education
Qualifications
- Experience working with institutional clients
- Understanding of CMLSF transactions
- Strong communication skills
- Complex problem-solving and analysis abilities
- Ability to analyze and resolve complex operational issues
Job Expectations
- Willingness to work on-site in accordance with current office requirements
- This position is subject to FINRA background screening requirements; candidates must successfully complete and pass a background check prior to hire
- Individuals subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer
- Successful candidates must meet and comply with ongoing regulatory obligations, including periodic screening and mandatory reporting of certain incidents
- Visa sponsorship is not available