About this role:
Wells Fargo is seeking a Lead Institutional Investment Operations Specialist
In this role, you will:
Lead complex initiatives in operational and customer service for lifecycle support for institutional trade flow functions including client account onboarding, cash payments, customer service, funding or custodial operations, securities settlement services, structure loan operations, reconciliation as well as support resolution of issues in and out of their responsibility
Act as key participant in large scale planning, gathering data to support resolution of issues in areas in and out of responsibility
Review and research complex multi-faceted operational and customer support on loan, securities and derivative product issues for institutional trade flow and provide oversight and add efficiencies to processes that require in-depth evaluation of multiple factors including intangibles or unprecedented factors
Demonstrate full knowledge and serve as leadership on projects along with internal and industry related industries
Make decisions in complex and multi-faceted loan, securities and derivative products requiring understanding of the function, policies, procedures and compliance requirements
Influence and lead broader work team to meet deliverables and drive new initiatives
Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
Lead projects and teams, or serve as a peer mentor
Required Qualifications:
5+ 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:
Perform daily Profit and Loss reporting & attribution reporting
Perform daily reconciliation of Profit and Loss with finance and system of record
Perform daily reconciliation of unrealized PNL, realized PNL and marketing fee between system of record and Front Office
Responsible for documenting and maintaining standard operating procedures for PNL Team
Perform other ad hoc projects as assigned
Ability to work in a fast-paced deadline driven environment
Effective organizational, multi-tasking, and prioritizing skills
Excellent verbal, written, and interpersonal communication skills
Extensive knowledge and understanding of loan, securities, and derivative products
Intermediate Microsoft Office skills
Knowledge of key regulations impacting the financial markets (Dodd frank)
Identify and recommend opportunities for process improvement and risk control development
Collaborate with all business partners and various departments, create efficiencies and mitigate risk for team and organization
Interpret and develop policies and procedures for functions with low to moderate complexity
Demonstrates a high degree of reliability, integrity, and trustworthiness in all areas, foster teamwork
Excellent verbal, written, and interpersonal communication skills
Extensive knowledge and understanding of loan, securities, and derivative products
Intermediate Microsoft Office skills
Experience in a middle office PnL analyst role with an energy major and/or bank that's heavily engaged in energy trading
Analytic thinker who likes to solve problems with strong attention to detail
Analyst should have strong numerical and analytical skills, strong articulation and out of box thinking
Candidate will be expected to work closely with the Middle Office LoBs in US and broad Operations functions. Strong Middle Office candidate with extensive PnL reporting experience and life-cycle management of the energy & commodity suite including natural gas, crude, power, agriculture and metals. Comfortable with both physical and financial derivative products.
Strong analytical skills and effective communicator. Candidate should have exceptional excel skills and comfortable consuming big data and articulate what that data represents.
Candidate shall be able to demonstrate good understanding of financial products and key regulations impacting the financial markets.
University degree/Post graduation in Business /Accounts/Economics/Stats.
Experience in the institutional Investment Banking Operations especially in Commodities
Us shift role: 8:00 am to 17:00 pm est
Posting End Date:
1 Mar 2026
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.
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