Job Location: Charlotte, NC
Job Detail:
About this role:
Wells Fargo is seeking an Institutional Investment Operations Specialist in Product Data & System Configuration as a part of Corporate Investment Banking Operations. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role, you will:
Work with various agreement builds into internal systems including various mapping exercises as well as ensuring all data processed is complete and accurate. Independently resolve and work with complex issues and processes. Research and resolve issues pertaining to cash payments, customer, pricing, collateral management, credit, general ledger reconciliation and work with the Documentation Group to resolve complex confirmation and ISDA trade issues the resolution on all trade-related issues.
- Provide operational and customer support for lifecycle tasks for institutional trades
- Assist with client account onboarding, input and monitoring of cash payments, customer service, funding operations, custodial operations, securities settlement services, asset servicing structured loan operations, general ledger reconciliation and work to resolve complex confirmation and ISDA trade related issues
- Assist in gathering data to support resolution of issues
- Respond to Derivative Clearing Service Groups related inquiries in an accurate & timely manner
- Maintain knowledge of department and industry specific process and procedures
- Receive direction from manager and exercise judgment within defined parameters of the area while developing understanding of various functions, policies and procedures
- 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:
- Proven experience utilizing Salesforce processing system or similar workflow tools
- Working knowledge of the collateral agreement build process and the Colline System
- Knowledge of the clearing process for OTC cleared products, OTC products, ISDA agreements
- Knowledge of the GMI application including an understanding of futures and options processing
- Experience in business analysis, working with project management
- Highly motivated with ability to drive results
- Independent thinker yet adaptable to a procedure oriented and a fast paced environment
- Have the ability to work independently on project related details and provide management and clients with ad-hoc information as needed
- Ability to multi-task, perform under pressure and meet tight deadlines
- Ability to solve problems otherwise escalate them immediately to the Manager to seek resolution
- Ability to effectively communicate with management, operations, technology, finance, and other areas within the bank and will be encouraged to escalate risk and any processing concerns promptly
Job Expectations:
- Ability to work a hybrid schedule
- Willingness to work on-site at stated location on the job opening
- This position is not eligible for Visa sponsorship
Posting Location:
- 550 S Tryon St, Charlotte, NC 28202
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
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.
Posting End Date:
26 Jul 2024
*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.
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