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:

4+ 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:

Excellent Interpersonal skills

Strong collaboration and partnering skills

Ability to research and report on a variety of issues

Demonstration of making effective decisions based on limited information and awareness of when to obtain further assistance/clarification as necessary.

MBA or Graduate in Finance

4+ years of Derivative Collateral Management margin experience

Understands Derivatives trade life cycle and associated functions.

Advanced knowledge of the Microsoft applications

Excellent verbal, written and interpersonal communication skills.

Job Expectations:

Display sound working knowledge of Collateral margining process

Build relationship with businesses and counterparties to ensure effective escalation and timely resolutions

Compare trade position files from external counterparties to resolve timely margin call disputes

Perform trade decompositions to validate current mark-to-market exposures

Review and present collateral margin calls and respond the demands submitted by our counterparties

Produce and distribute ad-hoc reporting requirements

Crosstrain future staff members to assist and independently perform daily Derivative Collateral Management margin responsibilities

Consistently seek opportunities to improve processes, controls and procedures within the Collateral Management team

Understands needs and sensitivity of internal and external clients and proactively ensures to meet them

Posting End Date:

31 Jul 2025

*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.