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Institutional Investment Operations Associate

  • Operations
  • Full time
  • R-354541

About this role:

Wells Fargo is seeking a Institutional Investment Operations Associate


In this role, you will:

  • Provide operational and customer support for lifecycle tasks for institutional trades
  • Assist with client account onboarding, input and monitoring of cash payments, customer service, funding operations, custodial operations, securities settlement services, asset servicing structured loan operations, general ledger reconciliation and work to resolve confirmation and ISDA related issues
  • Assist in gathering data to support resolution of issues
  • Receive direction from manager and exercise judgment within defined parameters of the area while developing understanding of various functions, policies and procedures
  • Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals


Required Qualifications:

  • 6+ months of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • University degree in Business or related discipline
  •  Experience of 4-6 years in financial services operations background with demonstrated knowledge of operational functions and general industry practices.
  • Strong analytical skills with experience in tableau and Qlick view
    •             Fluency in English.
    •             Ability to demonstrate analytical proficiencies
    •             Ability to learn multiple systems/applications quickly and strong organizational skills
    •             Ability to complete multiple tasks while managing competing deadlines
    •             Must be willing to work overtime hours on short notice
    •             Must be team oriented and be able to perform at a high level under pressure.
  • Good understanding of all capital markets products, industry trends, regulatory changes and industry-wide best practices. Proven ability to lead projects/initiatives supporting a variety of product areas with high risk and complexity.
  • Excellent communications and interpersonal skills; exceptional attention to detail; ability to work independently and multi-task; strong technical and problem-solving skill


Job Expectations:

  • Performs a variety of operational tasks for highly complex securities or cash related transactions or processes that require expert knowledge of unit functions and systems.
  • Duties may include: differentiating, processing, and reconciling transactions; and performing a variety of balancing tasks;
  • Able to handle critical production or escalation issues; Act as liaison to other internal departments, including technology groups and external sources;
  • Provides department level reporting using multiple sources; May create and/or maintain databases; May define user requirements and contribute to production and workflow improvements; and create or revise departmental procedures;
  • Provides training or work direction for staff; Provides back-up for numerous department functions; May lead and/or participate in department projects

Posting End Date: 

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 US: 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.

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.


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