Institutional Investment Operations Specialist

Institutional Investment Operations Specialist

About this role:

Wells Fargo is seeking an Institutional Investment Operations Specialist.

In this role, you will:

• 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
• Individual should carry strong data analytics skillset
• This role requires extensive liaison with business managers, asset managers, finance, compliance, and operations teams
• Knowledge in VB, Excel, Intelligent Automation tools will be an advantage.

Posting End Date: 

3 May 2026

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. 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.

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 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.