Institutional Investment Operations Representative

About this role:

Wells Fargo is seeking an Institutional Investment Operations Representative

In this role, you will:

• Perform a variety of operational tasks for routine and medium complex institutional trades that require general knowledge of unit functions and systems

• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve process specific goals

• Review time sensitive document

• Support audit requirements within the process

• Address compliance and corporate governance issues for the department

• Interact with internal and external customers as per prescribed process or procedure

• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve process goals

• Execute tasks and perform activities as per direction from leaders and understand function, policies, procedures, and compliance requirements

Required Qualifications:

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

Desired Qualifications:

• Support the lifecycle of Institutional trades while managing a FX product ( FX Spots, FX Options, FX Forwards ,FX swaps).
• Handled end‑to‑end FX Nostro investigation queries, including analyzing and resolving transaction mismatches, missing entries, and settlement breaks across various correspondent banks.
• Reviewed and interpreted SWIFT MT and MX (ISO 20022) messages—including MT103, MT202, MT202COV, MT300, PACS.008, PACS.009, and CAMT.053/054—to validate payment instructions, settlement references.
• Identify & investigate the nostro account discrepancies, working closely with global correspondent banks, internal reconciliation teams, and FX Operations to ensure timely FX cases resolution.
• Performed detailed tracing of incoming/outgoing FX payments, identifying missing cover, incorrect reference linkage, settlement delays, or incorrect routing, and ensuring corrective action through proper SWIFT communication.
• Managed escalations related to aged nostro breaks, ensuring timely follow‑ups, root‑cause identification, and coordination with internal stakeholders such as Trading, Sales, Service Providers, and Network Management.
• Monitored and actioned investigation queues, including Pega cases and email inquiries, prioritizing high‑value, time‑critical, or regulatory‑sensitive items to maintain SLA and reduce operational risk.
• Demonstrate good understanding of financial products & middle office controls.
• 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
• Ability to accurately process high volumes of work within established deadlines
• Demonstrates a high degree of reliability, integrity, and trustworthiness in all areas, foster teamwork
• Willing to work in US Shift.
• Ability to work in a fast-paced environment and time constraints
• Strong communication skills

 

Job Skills:

• FX Product & Trade Lifecycle Knowledge
• SWIFT & Payment Messaging Expertise
• Nostro & Reconciliation Skills
• Investigations & Root Cause Analysis
• Accounting & GL Knowledge

Posting End Date: 

26 Apr 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 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.

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.