Wells Fargo

Senior Institutional Investment Operations Specialist

Wells Fargo

Charlotte, NC, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

We are looking for an experienced and motivated Senior Institutional Investment Operations Specialist to join the Wells Fargo team. As a Senior Institutional Investment Operations Specialist, you will be responsible for providing support to institutional investment clients and leading the team to ensure a high level of customer service and efficient operations. You will be a key member of the team providing critical support to the institutional investment clients of Wells Fargo.To be successful in this role, you must have a minimum of 5 years of experience in the financial services industry, a thorough understanding of institutional investment operations and related systems, and strong communication, problem-solving, and leadership skills. You must also be able to take initiative and work independently. Ultimately, you should be able to ensure the smooth day-to-day functioning of our institutional investment operations.We’re looking for someone who is passionate about their work and the success of our clients. If you have the right qualifications and a customer-oriented attitude, we’d love to hear from you.

Where is this job?
This job is located at Charlotte, NC, USA
Job Qualifications
  • Strong Analytical Skills

  • Excellent Organizational Skills

  • Ability To Work Independently

  • Knowledge Of Financial Markets

  • Knowledge Of Accounting Principles

  • Knowledge Of Securities Processing

  • Knowledge Of Corporate Actions

  • Knowledge Of Mutual Funds

Required Skills
  • Documentation

  • Risk Management

  • Data Entry

  • Cash Management

  • Auditing

  • Reporting

  • Compliance

  • Portfolio Management

  • Regulatory Requirements

  • Client Services

  • Trust Administration

  • Reconciliation

  • Taxation

  • Recordkeeping

  • Settlement

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Senior Institutional Investment Operations Specialist in Charlotte, NC, USA is $59,000 to $75,000 per year. This range may vary depending on the individual's level of experience and qualifications.

Additional Information
Wells Fargo is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedFebruary 17th, 2023
Apply BeforeMay 22nd, 2025
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About Wells Fargo

Wells Fargo & Co. is a bank holding company that engages in the provision of banking, insurance, investments, mortgage, and consumer and commercial finance. It operates through the following segments: Community Banking, Wholesale Banking, and Wealth and Investment Management. The Community Banking segment offers investment management and other services to retail customers and securities brokerage and provides financial products and services to consumers and small businesses.

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