LOG IN
SIGN UP
Canary Wharfian - Online Investment Banking & Finance Community.
Sign In
Forgot password?
Don't have an account?
or
Join Canary Wharfian
By signing up, you agree to our Terms & Conditions and Privacy Policy.
or

Senior Institutional Investment Operations Representative

ExperiencedNo visa sponsorship

Posted 6 days ago

No clicks

**Senior Institutional Investment Operations Representative** at Wells Fargo requires an experienced professional to manage complex operational tasks, drive process improvements, and collaborate cross-functionally. Key responsibilities include processing trades, addressing compliance issues, leading projects, and mentoring junior staff. This role demands 2+ years of institutional investment operations experience and proficiency in relevant systems and technologies. Strong problem-solving skills, process optimization mindset, and exceptional customer interaction capabilities are required. This role fosters a compliance-driven culture and promotes equal opportunity.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
Not specified

Full Job Description

About this role:

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


Required Qualifications:

  • 2+ years of Institutional Investment Operations support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Posting End Date: 

29 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 units 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.


Senior Institutional Investment Operations Representative

Compensation

Not specified

City: Not specified

Country: Not specified

Wells Fargo Corporate & Investment Banking  logo
Investment Banking

6 days ago

No clicks

at Wells Fargo Corporate & Investment Banking

ExperiencedNo visa sponsorship

**Senior Institutional Investment Operations Representative** at Wells Fargo requires an experienced professional to manage complex operational tasks, drive process improvements, and collaborate cross-functionally. Key responsibilities include processing trades, addressing compliance issues, leading projects, and mentoring junior staff. This role demands 2+ years of institutional investment operations experience and proficiency in relevant systems and technologies. Strong problem-solving skills, process optimization mindset, and exceptional customer interaction capabilities are required. This role fosters a compliance-driven culture and promotes equal opportunity.

Full Job Description

About this role:

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


Required Qualifications:

  • 2+ years of Institutional Investment Operations support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Posting End Date: 

29 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 units 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.