• Job Description

  Req#: R-437819

  About this role:

  Wells Fargo is seeking a Senior Institutional Investment Operations Specialist as a part of Corporate and Investment Banking Operations. Learn more about our career areas and lines of business at wellsfargojobs.com .

  
  In this role, you will:

  • Principally responsible for the final verification for the accuracy and completeness of OTC Derivative bi-lateral confirmations for a variety of products and business lines, including Commodity, Credit, Equity, Interest Rate, and Foreign Exchange

  • Cross-train and mentor other team members whether for on-boarding purposes or for developing a deeper understanding of novel, complex, and/or unique trade structures

  • Regularly seek opportunities to improve processes, controls, and procedures to improve efficiencies, deepen the team’s understanding of products, and mitigate risk

  • Partner with the project team to develop requirements for system enhancements and assist with user acceptance testing

  • Review and analyze complex Derivatives Confirmation functions and operations that require in-depth evaluation

  • Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goal.

  • Provide leadership to bring groups together to resolve multi-faceted complex issues

  Required Qualifications:

  • 4+ 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:

  • Knowledge of Interest Rates or FX Derivatives

  • Knowledge of use and application of ISDA Definitions, regulatory requirements, and interdependence of various ISDA documentation in the preparation and review of ISDA confirmations

  • Ability to review and understand ISDA Master and Master Confirmation Agreements

  • Extensive knowledge of use and application of ISDA Definitions, regulatory requirements, and interdependence of various ISDA documentation in the preparation and review of ISDA confirmations

  • Intermediate Microsoft Office skills

  • Excellent verbal, written, and interpersonal communication skills

  • Strong analytical skills with high attention to detail and accuracy

  • Strong time management skills

  • Ability to shift priorities as workflow/volume dictates

  
  Job Expectations:

  • Registration for FINRA Series 99 must be completed within 180 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.

  • Hybrid schedule 3/2 mandatory Wednesday in office

  • Training in office

  • Hours of Operations: 9 - 5

  • This position is not eligible for Visa sponsorship

  • Candidate must be based out of posted location

  • Relocation assistance is not available for this position

  Posting End Date:

  11 Mar 2025

  *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.

• About the company

  Wells Fargo & Company is an American multinational financial services company with corporate headquarters in San Francisco.

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