FX - Institutional Investment Operations Specialist

About this role :

Wells Fargo is seeking a FX - Institutional Investment Operations Specialist

In this role, you will :

• 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
• Assist in client account onboarding, input and monitoring of cash payments, customer service, project support, funding operations, custodial operations, securities settlement services, structured loan operations, general ledger reconciliation, as well as, work to resolve confirmation and ISDA related issue
• 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

Required Qualifications :

Desired Qualifications :

MBA or an advanced degree (or equivalent experience).

2+ years FX Settlements experience with a top-tier bank, including 1-2 years in a supervisory role.

Good understanding about OPICS, Bswift, SWIFT and other industry standard applications

Strategic thinking and good business judgment.

Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with business partners and other support functions.

Comfortable to work in matrix organization.

Strong organizational and project management skills with demonstrated ability to manage expectations and deliver on commitments.

Must be a team player with a high degree of flexibility, working in a deadline-driven and fast-paced environment including shifts (majorly supporting US business)

Excellent presentation skills, effective written and verbal communication skills, should be comfortable dealing with senior management.

Proactive control and risk management, addressing gaps in processes and escalating issues to benefit the business and clients in a dynamic environment.

Ability to successfully influence many different groups and individuals to deliver high quality and timely deliverables.

Ability to work independently in a dynamic and rapidly changing environment and manage multiple priorities.

Experience working with senior leaders straddling across Technology, Operations and Strategy in partnership with global teams.

Job Expectations :

Specializes in FX Settlements process :

Deliver quality, sustainable and risk compliant solutions that meet or exceed our customers' and team members' needs and expectations within the agreed timeline.

Operate within well-documented end-to-end processes designed to deliver quality solutions that are valuated continuously.

Focus on continuous improvement and creation of efficiencies by understanding internal and external customer needs and expectations.

Determine and address the root cause, in order to eliminate issues, streamline, automate, and innovate to deliver increasingly effective solutions

Execute responsibilities with precision and reduced error rates

People Leadership Attract, retain and develop top talent :

Grow & Develop talent.

Ensure strong focus on training, succession planning, career development, and managing career opportunities.

Performance management, conduct appraisals, complete action plans for people development.

Attrition management.

Global stakeholder management :

Maintain equitable relationship with senior stakeholders, including Operations, Risk & Control, Technology, Learning, Human resources and Support groups.

Voice at the table - to improve strategy, technology enhancements, prioritization and delivery of agreed deliverables.

Superior communication skills to articulate business strategies, on-going BAU events, ICTs, Self-Identified Audit opportunities, listing risk events including mitigating / remediating actions with business partners to manage control events and take proactive steps to avoid any form of escalations.

Risk & Controls Mindset :

Compliance with relevant risk standards, policies and regulations to maintain an effective control and regulatory environment.

Adept at identifying potential risks in operational processes develops and implements controls to mitigate associated risks

Responsible for BCP and ICT management.

Ensure system enforced controls, compensating controls, RCSA, daily recon controls (SOD / MOD / EOD) in place.

Ensure that the team has effective Quality Check process in place.

Delivery of Strategic Programs :

Support and manage the delivery of the Firm's strategic programs in a high quality, cost effective, timely and sustainable manner with risks and issues identified, prioritized, escalated and managed in a timely and open fashion This includes effective resource management (project / people / technology), and all budgetary and economic elements of delivery.

Change Leadership / Re-engineering Initiatives :

Lead the change initiatives in FX Settlements process in a seamless manner in close partnership with the global stakeholders.

Identify change opportunities (API feeds, data connectivity between SOR and down-streams, Recon Reports) build case study, secure prioritization & funding, ensure UAT, sprints, deployment and subsequent enhancements which are fit for purpose and are scalable.

Participate in special projects including process improvement analysis and reporting.

Partner with Technology and the lines of business, to deep-dive and identify potential opportunities.

Posting End Date : 1 Dec 2025

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 .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our 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.

Skills Required

General Ledger Reconciliation, Project Management, Swift