# Institutional Investment Operations Specialist - Syndicate Operations at Wells Fargo

Wells Fargo is hiring an Institutional Investment Operations Specialist - Syndicate Operations. Level rates it Little AI ●○○○; you can [apply on Wells Fargo](https://jobsbylevel.com/go/dcef6d03-ed0b-4e22-ac9d-0deb6f33cd5b?utm_medium=ai-agent).

AI Level 1, AI centrality 37 out of 100. CHARLOTTE, NC.

## Details

- Company: [Wells Fargo](https://jobsbylevel.com/companies/wells-fargo)
- AI level: AI Level 1 (score 37 out of 100)
- Location: CHARLOTTE, NC
- Posted: November 10, 2026
- Apply: https://jobsbylevel.com/go/dcef6d03-ed0b-4e22-ac9d-0deb6f33cd5b?utm_medium=ai-agent
- Free CV review for this job: https://jobsbylevel.com/cv-review?job=institutional-investment-operations-specialist-syndicate-operations-at-wells-fargo-1f354a

## Description

About this role: Wells Fargo is seeking an Institutional Investment Operations Specialist within the Syndicate Operations team as a part of Corporate Investment Banking Operations. The team supports the operational execution of new issue securities and works closely with trading desks, investment bankers, and other key stakeholders. Learn more about the career areas and business divisions at wellsfargojobs.com . In this role, you will: Perform lifecycle support for new issue securities, including settlement and syndicate accounting activities Support operational processes including trade entry, cash payments, funding activities, securities settlement, and general ledger reconciliation Research and resolve trade, settlement, accounting, confirmation, and other operational exceptions Review and analyze operational activities requiring research, evaluation, and independent judgment Identify process improvements and opportunities to strengthen operational efficiency and controls Provide operational expertise and support for projects and internal or industry initiatives Develop and present recommendations to resolve complex operational issues Coordinate with business partners, peers, and leadership to resolve issues and meet operational objectives 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: Demonstrated experience with DTCC, Euroclear, CUSIP processes, syndicate deal accounting, and general ledger (GL) functions Experience performing back-office capital markets operations, including trade entry and related operational workflows Demonstrated knowledge of capital markets products, regulatory requirements, and operational practices Experience supporting internal or external clients and resolving operational inquiries or issues Experience analyzing operational issues, identifying potential solutions, and exercising sound judgment Demonstrated ability to plan and prioritize work, manage multiple responsibilities, and meet deadlines independently Experience communicating clearly with internal and external stakeholders, both verbally and in writing Demonstrated ability to maintain accuracy and attention to detail while managing changing priorities in a fast-paced environment Demonstrated proficiency with Microsoft Office applications Series 7 or Series 99 preferred, but not required 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: 1525 West W.T Harris Blvd. - Charlotte, North Carolina 28262 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. Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Posting End Date: 15 Nov 2026 *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

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/institutional-investment-operations-specialist-syndicate-operations-at-wells-fargo-1f354a

Source: https://jobsbylevel.com/jobs/institutional-investment-operations-specialist-syndicate-operations-at-wells-fargo-1f354a

## Cite this page

Level. https://jobsbylevel.com/jobs/institutional-investment-operations-specialist-syndicate-operations-at-wells-fargo-1f354a.

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