Lead Institutional Investment Operations Specialist
| Company | Wells Fargo |
|---|---|
| Location | Charlotte, NC, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- 5+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Responsibilities
- Serve as a lead for the Configuration team for matters relating to the Colline application and dealing with Collateral Management static.
- Perform the daily review of agreement build static along with training and escalation management.
- Run daily quality control checks on agreement/SSI related static and investigate breaks for top-day resolution.
- Oversee the team’s JIRA board for ongoing maintenance of outstanding requests and assist with ensuring tasks are being addressed within the assigned SLA.
- Serve as the agreement term subject matter expert and attend all related collateral management project related calls.
- Work closely with project management and collateral management leads to ensure business priorities align and are a main focus throughout the year.
- Gain an in-depth knowledge of all RCSA controls for the configuration space related to collateral management and serve as a subject matter expert for each control.
- Review and research complex multi-faceted operational and customer inquiries on collateral management related transactions for marginable trades which may include after-hours work to troubleshoot production issues.
- Harness technical skills to identify and automate any new or existing controls on static maintained by the team.
- Demonstrate full knowledge and serve as a lead on complex initiatives as well as support resolution of issues in and out of their responsibility.
- Gain a full understanding of trade flows from the various systems of record down to the collateral management system and assist with enhancement the current matching functionality to map a trade to an agreement for margining purposes.
Preferred Qualifications
- 4-year college degree (preferred majors are: Finance, Accounting, Math/Engineering or Economics).
- Proven experience utilizing SalesForce processing system or similar workflow tools.
- Working knowledge of the collateral agreement build process and the Colline system.
- Knowledge of the clearing process for OTC cleared products, OTC products, ISDA agreements, Futures and Options.
- Experience in business analysis, working with project management.
- Highly motivated with ability to drive results.
- Independent thinker yet adaptable to a procedure oriented and a fast-paced environment.
- Have the ability to work independently on project related details and provide management and clients with ad hoc information as needed.
- Ability to multi-task, perform under pressure and meet tight deadlines.
- Ability to solve problems otherwise escalate them immediately to the Manager to seek resolution.
- Ability to effectively communicate with management, operations, technology, finance, and other areas within the bank and will be encouraged to escalate risk and any processing concerns promptly.