Institutional Investment Operations Specialist – FX Cash Mgmt
Wells Fargo
- Location
- CHARLOTTE, NC
- Work model
- On-Site
- Level
- Mid
- Posted
- Sep 11, 2026
About this role
About this role: Wells Fargo is seeking an Institutional Investment Operations Specialist within the FX Cash Management team as a part of Corporate Investment Banking Operations. Learn more about the career areas and business divisions at wellsfargojobs.com . Responsible for managing the funding of over 200 Nostro accounts that Wells Fargo maintains in various currencies across the globe. The individual is expected to be the subject matter expert for a variety of platforms and functions. They will be accountable for a set of complex processes from initiation to completion. They will also be working in a global team environment so collaboration and coordination of information among various areas such as the trading, investigations, global relationship management, static data, technology, reconciliation is essential. In this role, you will: Manage and initiate the funding between Wells Fargo’s nostro accounts with other foreign banks in a time sensitive environment Reconcile discrepancies and troubleshoot and resolve issues arising the funding activities Provide monitoring and reporting of balances and other data for multiple parties Participate in lifecycle support tasks for FX trades and identify opportunity for process improvements Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals Review and analyze functional operational tasks that require research, evaluation, and exercise independent judgment to guide the deliverable Provide subject matter expertise on projects along with internal and industry related initiatives Present recommendations for resolving complex situations and exercise independent judgement while developing expertise on functions, projects, internal and industry related initiatives Be actively involved in improvements to the existing processes and systems and engage in projects related to that including but not limited to providing guidance, requirements, testing, etc.
Required Qualifications
2+ 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: Bachelor's degree in finance, Management, Accounting, and/or Economics Experience in Financial Services Operations/complex processes Knowledge of FX applications such as Opics, Pega, Intellimatch, Sapphire, etc. Experience in FX Wires Operations and/or FX Investigations Strong Business Writing and Communication Skills Ability to manage multiple tasks in a fast paced and fluid environment Ability to adapt and learn new systems, processes, and regulations quickly, and on a regular basis Strong analytical skills and attention to detail Ability to convey processes, procedures, guidelines, and analytics to variety of audiences Self-motivated and a strong desire for continued learning Intermediate Excel and other MS Office products skills Ability to work across multiple work streams to analyze business processes to determine appropriate solutions Ability to interact professionally with customers, business partners, peers, and upper management 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: 1525 W W.T Harris Blvd, Charlotte, NC 28262 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. Employees support our focus on building