About this role:
Wells Fargo is seeking a Institutional Investment Operations Specialist
In this role, you will:
Participate in lifecycle support tasks for institutional trade initiatives and identify prospect 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
Responsibilities
The suitable candidate will be responsible for overseeing the daily support of all trading activities related to the prime brokerage business. Candidate should be able to work in fast paced environment and one that is continually changing/developing. Candidate must be proactive in adapting workflow to accommodate needs of the business and must understand the importance of automation and the role it plays in keeping up with trade volume and scaling the business. Candidate must also understand the importance of identifying control gaps and solving for them tactically and strategically.
Oversee Trade Date affirmations/confirmations across all prime products.
Oversee Daily T+1 trade/position/cash/market value reconciliations.
Oversee daily trade settlements/fails and fail resolution.
Oversee corporate action proce