Institutional Investment Operations Specialist Military Apprentice

About this role:

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 .

This team provides endtoend 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 apprentices 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

Required Qualifications US:

• 1 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:

• 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

Job Expectations:

• Enrollment into Wells Fargos 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 Fargos prescribed policies procedures and employee expectations

• Ability to work a hybrid schedule

• Willingness to work on-site at stated location on the job opening

Posting Locations:

• 550 S Tryon St Charlotte North Carolina 28202

• 1525 W WT Harris Blvd Charlotte North Carolina 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.

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Posting End Date:

*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 visitDisability 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.