Wells Fargo is seeking a Senior Institutional Investment Operations Representative
In this role, you will:
- Perform a variety of operational tasks for complex institutional trades or process extensive knowledge of systems
- Provide ideas for improving or implementing processes
- Perform moderately complex duties such as processing, researching inquires, and reconciling transactions
- Review time sensitive documents
- Provide training or work direction to less experienced staff
- Support audit requirements within the process
- Address compliance and corporate governance issues for the department
- Lead or participate in projects
- Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
- Interact with internal and external customers as per prescribed process or procedure
- Identify and drive process re-engineering or transformation opportunities within the process
- Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
- 4+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- MBA/ Bachelor's degree in Finance preferred
- 3 - 7 years of experience in the Securities Operations background preferably
- Energetic individual who can work well under pressure and in a team environment with demanding deadline
- Candidate should have understanding of Pre Matching, Trade Allocations, Affirmations/Confirmations in the US Domestic Market
- Perform Analysis of low Affirmation rates with counterparties and Client Outreach
- Should be willing to work in night shift and also over weekends & US offs i.e. as per business demands
- Ensuring EOD that all queues are cleared/completed as per procedure.
- Understands needs and sensitivities of internal & external clients and proactively ensures these are met.
- Builds relationship with businesses and counterparties to ensure effective escalation and timely resolution of issues.
- Sound & Strong Knowledge of Pre-Settlements/Settlements and trade life cycle
- This role warrants interaction with external clients like Clients, traders, middle office teams hence candidate should have excellent process and product knowledge
- Excellent articulation and communication skills (Written & verbal)
- Ability to deliver against strict deadlines, should be able to operate under pressure and maintain calm demeanor while dealing with issues & situations
- Excellent email and time management skills.
24 Sep 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.
Skills Required
- 4+ years of institutional investment operations experience, or equivalent experience, training, military experience, or education
- Understanding of pre-matching, trade allocations, and affirmations or confirmations in the U.S. domestic market
- Experience analyzing low affirmation rates and conducting client outreach
- Knowledge of pre-settlement, settlement, and the trade lifecycle
- Excellent written and verbal communication skills
- Ability to work under pressure and meet strict deadlines
- Ability to work night shifts, weekends, and U.S. holidays as business demands require
- Bachelor's degree or MBA in Finance
- 3–7 years of securities operations experience
- Strong process and product knowledge
- Excellent email and time-management skills
Wells Fargo Compensation & Benefits Highlights
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Healthcare Strength — Health coverage begins on day one with comprehensive medical, dental, and vision options, and the company subsidizes a substantial share of premiums for U.S. employees (varying by compensation band).
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Retirement Support — A robust 401(k) program includes an employer match for eligible employees, with specifics laid out in plan materials and filings.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for eligible primary caregivers, alongside fertility coverage, adoption/surrogacy reimbursement, and lactation support.
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Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.2 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations. Our technology professionals drive innovation, information security, and big data analytics while maintaining a network that handles more than 12 billion customer interactions a year. Join us! Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it — Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.” 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. © 2026 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.
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