Description

About this role:

Wells Fargo is seeking an Institutional Investment Operations Specialist within the Derivatives Confirmation team as a part of Corporate Investment Banking Operations. Learn more about the career areas and business divisions at wellsfargojobs.com.

In this role, you will:

• Principally responsible for drafting and verifying the accuracy and completeness of OTC Derivative bi-lateral confirmations for a variety of products and business lines, including Commodity, Credit, Equity, Interest Rate, and Foreign Exchange
• Responsible for minimizing financial losses by reconciling trade activity between system of record and any trade-related documentation and ensuring all economic terms and necessary protective and fallback clauses are accurately captured in the confirmation
• Regularly seek opportunities to improve processes, controls, and procedures to improve efficiencies, deepen the team's understanding of products, and mitigate risk
• Partner with the project team to develop requirements for system enhancements and assist with user acceptance testing
• Review and analyze complex Derivatives Confirmation functions and operations that require in-depth evaluation
• Serve as liaison with all lines of business, internal legal and compliance departments in the development or revision of confirmation templates in compliance with existing and future regulatory requirements
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
• Provide leadership to bring groups together to resolve multi-faceted complex issues

Required Qualifications:

• 2+ 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:

• 2+ years of drafting and/or verifying derivative OTC Confirmations
• Strong understanding of derivative trading, product mechanics, and industry/market knowledge
• Ability to review and understand ISDA Master and Credit Support Annex agreements
• Extensive knowledge of use and application of ISDA Definitions, regulatory requirements, and interdependence of various ISDA documentation in the preparation and review of ISDA confirmations
• Experience with and understanding of Calypso, Imagine, Opics, Endur, and other mainframe trading and risk management systems
• Excellent verbal, written, and interpersonal communication skills
• Effective organizational, multi-tasking, and prioritizing skills
• Ability to work in a fast-paced deadline driven environment
• A BS/BA degree or higher

Job Expectations:

• Ability to work a hybrid schedule
• Willingness to work on-site at stated location on the job opening
• Ability to work additional hours as needed
• This position is not eligible for Visa sponsorship

Posting Location:

• 550 S Tryon St, Charlotte, NC 28202

This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CRF 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

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.

Posting End Date:
7 Sep 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.