Institutional Investment Operations Specialist

Overview

Wells Fargo is seeking an Institutional Investment Operations Specialist to support institutional initiatives and client account operations.

What you'll do

• Participate in lifecycle support tasks for institutional initiatives and identify opportunities for process improvements.
• Assist leadership in bringing individuals or teams together to resolve complex issues.
• Assist in client account onboarding, input and monitoring of cash payments, customer service, project support, and 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 independent judgment to guide the deliverable.
• Present recommendations for resolving complex situations and exercise independent judgment 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.

What you'll need

• 2+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

Nice to have

• Related experience in Soft Dollar CSA activities within FCM Operations team.
• Relevant experience in defining system configuration, reporting, invoice processing and accounts payable activities.
• Strong data analytics skillset.
• Knowledge of VB, Excel, and Intelligent Automation tools.

Details

• Requires extensive liaison with business managers, asset managers, finance, compliance, and operations teams.
• Posting end date: 18 Oct 2026. Posting may come down early due to volume of applicants.