Wells Fargo · 3 hours ago
Institutional Investment Operations Specialist
CHARLOTTE, NC
Full-time
Hybrid
Entry, Mid Level
2+ years expWells Fargo is a leading financial services company seeking a motivated Institutional Investment Operations Specialist to support the Futures Commission Merchant (FCM) business within their Corporate & Investment Banking division. This role involves ensuring data integrity, supporting reconciliation processes, and collaborating with internal partners to maintain compliant fee practices across the FCM business.
BankingFinancial ServicesFinTechInsurancePayments
No H1B
Responsibilities
Draft and maintain commission schedules and give up agreements
Assist Sales and the FCM business with customer pricing strategy and execution
Maintain static data to ensure fee and commission rates are recorded accurately and result in the intended charges
Execute reconciliations and controls on trade date and T+ to ensure charges are accurate, breaks are adjusted, and any issues/root causes are investigated and corrected
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
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
Qualification
Required
2+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Preferred
Experience utilizing the FIS GMI, Consensys, FIA Docs, or related cleared derivatives systems
FCM operations and/or project implementation experience
Knowledge of cleared derivatives products and the trade processing life cycle
Working knowledge of the CME Group, ICE, LCH, OCC or other comparable clearinghouse systems
Knowledge of capital markets, including products such as futures, options, and other listed derivatives
Experience supporting capital markets trading businesses or front-office trading teams
Background in trading operations, trade support, or post‑trade processing within an FCM or similar environment
Familiarity with market infrastructure, clearing processes, and exchange/clearinghouse requirements
Strong understanding of trade lifecycle workflows, reconciliations, and fee/commission structures related to capital markets transactions
Benefits
Competitive salaries
One of the richest benefits packages in the industry
Total Rewards program focuses on wellness, work-life balance and the financial health of our employees
Company
Wells Fargo
Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-10-06IPO
Leadership Team
Charlie Scharf
CEO
Fernando Rivas
CEO of Corporate & Investment Banking
Recent News
2026-01-24
2026-01-23
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