Wells Fargo
Senior Institutional Investment Operations Specialist - Corporate Actions
CHARLOTTE, NC · Senior · Full-time · Posted Oct 30, 2026
- Experience
- 4+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, or education.
- Visa sponsorship
- This position is not eligible for Visa sponsorship.
About the job
Processes and reconciles institutional corporate action events, coordinates with agents and custodians, and manages risk throughout each event’s lifecycle.
What you'll do
- Reconcile and process corporate action events, including tender offers, exchanges, subscription offers, and conversions.
- Coordinate with agent banks, custodians, operations colleagues, and client-facing business lines to clarify events and ensure accurate data flows.
- Manage risk across event lifecycles and reconcile stock record positions across position types and entities.
What they ask for
- 4+ years of Institutional Investment Operations experience, or equivalent demonstrated through work experience, training, military experience, or education.
Nice to have
- Knowledge of loan, securities, and derivative products; corporate action processing in an institutional setting.
- Experience with custodians, depositories, agents, and brokers; knowledge of DTCC and non-US depositories such as Euroclear and Clearstream.
Tools
DTCC, Euroclear, Clearstream
Model-written summary · the original posting is authoritative