Institutional Investment Operations Specialist

About the Role

Wells Fargo is seeking an Institutional Investment Operations Specialist.

Key Responsibilities

• Participate in lifecycle support tasks for institutional initiatives and identify opportunity for process improvements
• Assist leadership in bringing individual or teams together in order to resolve complex issues
• Assist in client account onboarding, input and monitoring of cash payments, customer service, project support, general ledger reconciliation
• Provide subject matter expertise on projects along with internal and industry related initiatives
• Review and analyze functional operational tasks that require research, evaluation, and exercise independent judgment to guide the deliverable
• 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

• Related experience in Soft Dollar CSA activities within FCM Operations team
• Relevant experience in defining system configuration, reporting, invoice processing and account payable activities
• Strong data analytics skillset
• Extensive liaison with business managers, asset managers, finance, compliance, and operations teams
• Knowledge in VB, Excel, Intelligent Automation tools will be an advantage.