Institutional Investment Operations Specialist - Trade Support

About this role: Wells Fargo is seeking an Institutional Investment Operations Specialist within our Trade Support team as a part of Corporate Investment Banking Operations. Learn more about the career areas and business divisions at wellsfargojobs.com . This role is responsible for supporting Fixed Income clients through the execution of timely, accurate, and controlled post-trade operations. Responsibilities include overseeing trade matching, allocation, confirmation, affirmation, and operational risk management activities. The ideal candidate will leverage strong analytical and problem-solving skills to drive process improvements, partner effectively with stakeholders, and ensure adherence to regulatory, compliance, and operational control requirements. In this role, you will: Support pre-settlement activities, including trade matching, allocation, confirmation, affirmation, break mitigation, and trade/account reconciliation Investigate and resolve trade breaks and discrepancies in a timely manner Collaborate with internal teams (Operations, Technology, Trade Capture, Sales & Trading) and external counterparties (Investment Managers, Custodians, Brokers, Application Support) to resolve complex issues Participate in lifecycle support for institutional trade initiatives and projects Identify and recommend process improvements to enhance efficiency and reduce risk Exercise independent judgment while consulting with peers and managers to achieve operational goals Maintain accurate records and ensure compliance with regulatory and internal standards Act as a point of contact for stakeholders, providing clear and professional communication Required Qualifications: 2+ years of investment operations experience or equivalent demonstrated through one or a combination of work experience, training, military experience, or education Desired Qualifications: Proficient understanding of trade lifecycle processes and pre-settlement activities Experience with institutional trade processing systems (e.g. DTCC, CTM, ALERT, Broadridge, or similar platforms) Knowledge of industry regulations and best practices related to trade settlement Ability to manage multiple priorities in a fast-paced environment Demonstrated ability to identify and implement process improvements Proficiency in Microsoft Office Suite (Excel, Word, Outlook) Excellent analytical and problem-solving skills with attention to detail Ability to work independently and in a team environment Sound verbal and written communication skills Job Expectations: Ability to work a hybrid schedule Willingness to work on-site at stated location on the job opening Ability to work additional hours as needed This position is not eligible for Visa sponsorship Posting Location: 550 S Tryon St, Charlotte, NC 28202 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. Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. 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,