About this role:

Wells Fargo is seeking an Institutional Investment Operations Specialist.

In this role, you will:

• Participate in lifecycle support tasks for institutional trade 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, funding operations, custodial operations, securities settlement services, structured loan operations, general ledger reconciliation, as well as, work to resolve confirmation and ISDA related issue
• 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

The Operations Shared Services team is a cross-functional group of teams that provide support for Reference Data as well as the broader Wells Fargo organization. The Shared Services organization aims to be the owners and stewards of both client and product data with a focus on operational excellence and superior client servicing. This is a senior management position & resides within the Configurations Team and supports the Data Integrity Team by providing clear and concise reports and analysis to the Operations Team, Management, and Executive/Regulatory groups. This includes utilizing tools such as SQL Server, Tableau, Microsoft Access and Microsoft Excel to provide end user reports and display of current status of the project. This position also assists with deep data analysis to locate and identify various aspects of the Client reporting requirements. This data analysis includes potentially manually reviewing documents, system data points, aggregation and reporting of issues or gaps within the data. The incumbent & the Data Integrity team is expected to maintain knowledge of the department and industry specific process and procedures, therefore deep understanding of reference data hierarchy, regulatory knowledge impacting Capital markets is critical to have. The incumbent's team with reporting requirements, prioritization, and technical assistance to ensure the end product published to the requestor meets the highest standards & requirements. Basic Qualifications is 6+ years of Finance related experience & an equivalent number of years of data analysis utilizing tools such as Microsoft Excel, Microsoft Access, SQL Server, Oracle, while utilizing various methods to automate the output using T-SQL/PL/SQL and writing complex logic to provide the end users with concise reporting. This IC role will face-off to global business, operations, compliance, and legal counterparts to ensure effective transparency and partnership.

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
• Experience in visualizing data results utilizing tools such as Tableau
• Advanced experience querying utilizing T-SQL/PL/SQL
• Ability to work in a fast-paced environment.
• Ability to manage multiple tasks and work in a deadline driven environment to obtain results.
• Well-organized with the ability to prioritize within a multi-project environment and proactively meet established deadlines.
• Ability to effectively capture system and process issues and communicate them as to address items in a prioritized manner for better resolution. Possess effective communication, negotiating, problem solving and analytical skills.
• Preferred Skills Advanced knowledge of the Microsoft applications including Access Database and Excel.
• Demonstrable ability to query large datasets in database using T-SQL/PL/SQL
• Advanced knowledge of VBA and other automation techniques to assist in providing efficient reporting solutions
• Advanced knowledge of the Microsoft applications including Access Database and Excel.
• Advanced knowledge of VBA and other automation techniques to assist in providing efficient reporting solutions
• Experience visualizing data results utilizing tools such as Tableau
• Expected to maintain knowledge of the department and industry specific process and procedures,
• Deep understanding of reference data hierarchy, regulatory knowledge impacting Capital markets is critical to have.
• Self-starter with the ability to challenge status quo & improve quality of delivery /output.
• Ensure operational practices are in compliance with relevant risk standards, policies and regulations to maintain an effective control environment
• Excellent presentation skills, effective written and verbal communication skills.
• Build, maintain & nurture relationship with global senior stake holders
• Communicate, correspond, understand requirements & turn them into meaningful dashboards which influence decision making in the interests of our customers & stake holders.
• Deep data analysis to locate and identify various aspects of the Client reporting requirements. (Data analysis includes potentially manually reviewing documents, system data points, aggregation and reporting of issues or gaps within the data).
• Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with business partners and other support functions. Consultative in approach, understanding and anticipating business partner needs and proactively delivering solutions
• Strong organizational and project management skills with demonstrated ability to manage expectations and deliver on commitments

Posting End Date:
23 Jan 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.