Senior Institutional Investment Operations Specialist - Trade Support

About the role

Wells Fargo is seeking a Senior Institutional Investment Operations Specialist within our Trade Support team as a part of Corporate Investment Banking Operations. Learn more about the career areas and business divisions at wellsfargojobs.com. This role is responsible for supporting Fixed Income clients through the execution of timely, accurate, and controlled post-trade operations.

Responsibilities

• Overseeing trade matching, allocation, confirmation, affirmation, and operational risk management activities
• Serving as a subject matter expert for pre‑settlement trade support activities, including trade matching, allocation, confirmation, affirmation, break mitigation, and trade/account reconciliation
• Leading and investigating to resolve trade breaks and discrepancies in a timely manner
• Collaborating with internal teams (Operations, Technology, Trade Capture, Sales & Trading) and external counterparties (Investment Managers, Custodians, Brokers, Application Support) to resolve complex issues
• Participating in lifecycle support for institutional trade initiatives and projects
• Identifying and recommending process improvements to enhance efficiency and reduce risk
• Exercising independent judgment while consulting with peers and managers to achieve operational goals
• Maintaining accurate records and ensuring compliance with regulatory and internal standards
• Acting as a point of contact for stakeholders, providing clear and professional communication

Requirements

• 4+ years of investment operations experience or equivalent demonstrated through one or a combination of work experience, training, military experience, or education

Qualifications

• Proficient understanding of trade lifecycle processes and pre‑settlement activities
• Experience with institutional trade processing systems (e.g., DTCC, CTM, ALERT, Broadridge, or similar platforms)
• Knowledge of industry regulations and best practices related to trade settlement
• Ability to manage multiple priorities in a fast‑paced environment
• Demonstrated ability to identify and implement process improvements
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook)
• Excellent analytical and problem‑solving skills with attention to detail
• Ability to work independently and in a team environment
• Sound verbal and written communication skills

Schedule

• Ability to work a hybrid schedule
• Willingness to work on‑site at the stated location
• Ability to work additional hours as needed

Posting Location: 550 S Tryon St, Charlotte, NC 28202

This position is not eligible for Visa sponsorship.