Institutional Investment Operations Specialist Military Apprentice
About the position Wells Fargo is seeking an Institutional Investment Operations Specialist Military Apprentice as a part of our Corporate Investment Banking Operations division. Learn more about the career areas and business divisions at wellsfargojobs.com. This team provides end‑to-end operational support for institutional trading and investment activities, ensuring trades are processed accurately, clients are onboarded efficiently, and operational risks are effectively managed across complex financial products. Supports the full lifecycle of institutional operations from trade confirmation and settlement to cash management, reconciliations, and issue resolution. You will contribute by researching and resolving complex operational issues, driving process improvements, supporting risk and control activities, and partnering across teams to keep critical CIB functions running efficiently and securely. In this role, you will: Participate in lifecycle support tasks for institutional trade 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, funding operations, custodial operations, securities settlement services, structured loan operations, general ledger reconciliation, as well as work to resolve confirmation and International Swaps and Derivatives Association (ISDA) related issues 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 Apprentices within the U.S. Department of Labor accredited Apprenticeship program perform a variety of structured duties, including a combination of (however, not limited to) on-the-job training, coursework, and mentorship, under the supervision of a hiring manager, program manager and a mentor. Apprenticeships are designed to assist in the professional development of an apprentice, in preparation for the post-apprenticeship role. Program Managers will facilitate an apprentice’s required path for professional development. This ensures an apprentice will have gained the proficiency and obtained the required experience of a fully functioning Institutional Investment Operations Specialist
Responsibilities
- Participate in lifecycle support tasks for institutional trade 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, funding operations, custodial operations, securities settlement services, structured loan operations, general ledger reconciliation, as well as work to resolve confirmation and International Swaps and Derivatives Association (ISDA) related issues
- 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
Requirements
- 1+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Enrollment into Wells Fargo’s DOL Registered Apprentice Program is required.
- Apprentices are considered full-time employees within the program. As such, Apprentices are expected to not only uphold and adhere to Wells Fargo and the Apprenticeship Program, but also expected to follow Wells Fargo's prescribed policies, procedures, and employee expectations
- Ability to work a hybrid schedule
- Willingness to work on-site at stated location on the job opening
- 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 CRF 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.
Nice-to-haves
- Military experience in any branch of service: Army, National Guard, Air Force, Space Force, Navy, Marines, Coast Guard or Reserves
- Experience in supporting one or more areas of risk including Operational Risk, Technology or Compliance roles aligned to these groups
- Risk and Control Self- Assessment (RCSA) and Issue Management experience
- Experience in designing, monitoring and or remediation of controls
- Understanding of enterprise risk management framework including risk identification, risk appetite and strategy, risk-related decisions, processes and controls, risk analytics and governance
- Understanding of risk framework, corporate/business policies, and programs to translate into plans for the business, function, and/or risk type
- Experience in analyzing metrics and developing reports to articulate data trends
- Ability to research, analyze, document, and present organizational metrics that drive business decisions
- Microsoft Excel spreadsheets experience importing, exporting, and manipulating data
- Experience conducting root cause analysis for data-driven process-related improvements
- Strong analytical skills including strategically analyzing data, diagnosing opportunities, and providing interventions
- Experience synthesizing data from multiple sources and presenting it in appropriate formats
- Intermediate Microsoft Office skills
- Strong analytical skills with high attention to detail and accuracy
- Excellent verbal, written, and interpersonal communication skills
- Ability to work in a fast-paced deadline driven environment with strong organizational, multi-tasking, and prioritizing skills
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