Senior Institutional Investment Operations Specialist – FX Compensation
| Company | Wells Fargo |
|---|---|
| Location | Charlotte, NC, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Mid Level, Senior |
Requirements
- 4+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Responsibilities
- Ownership of a portfolio of FX Compensation cases requiring investigation, follow-up and follow through to resolution, including proper escalation.
- Day-to-day management of risks by ensuring the overall number of allocated cases are kept at acceptable tolerances and higher risk items are properly escalated to also expedite the case resolution.
- Managing clients’ cases to ensure that issues are resolved quickly to the client’s benefit with specific attention to key relationships.
- Performing root cause analysis to prevent recurrences. Also, it can lead to recommendations for process improvements that mitigate risk, enhance client experience, and improve operational efficiency.
- Working closely with the FX investigations, FX Operations, FX Business, Accounting, Network Management and other internal stakeholders.
- Maintenance of procedures, making updates where necessary proactively or upon request.
- Demonstrating strong team player competencies especially when supporting the onboarding of new comp analysts and helping to ensure they are trained to become quickly productive.
Preferred Qualifications
- 4+ years plus experience in Operations/ complex processes
- Experience in FX Wires Operations and/or FX Investigations
- Degree in Finance, Management, Accounting and/or Economics
- Strong Business Writing and Communication Skills
- Ability to work across multiple work streams to analyze business processes to determine appropriate solutions