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+ 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:
MBA/ bachelor’s degree in finance preferred
6 - 8 years of experience in the securities Operations background preferably
Energetic individual who can work well under pressure and in a team environment with demanding deadline
Perform a variety of operational tasks for complex institutional trades or process extensive knowledge of systems
Provide ideas for improving or implementing processes
Perform moderately complex duties such as processing, researching inquires, and reconciling transactions
Review time sensitive documents
Provide training or work direction to less experienced staff
Support audit requirements within the process
Address compliance and corporate governance issues for the department
Lead or participate in projects
Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
Interact with internal and external customers as per prescribed process or procedure
Identify and drive process re-engineering or transformation opportunities within the process
Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
Job Expectations:
Candidate should have understanding of Pre Matching, Trade Allocations, Affirmations/Confirmations in the US Domestic Market
Perform Analysis of low Affirmation rates with counterparties and Client Outreach
Should be willing to work in night shift and also over weekends & US offs i.e. as per business demands
Ensuring EOD that all queues are cleared/completed as per procedure.
Understands needs and sensitivities of internal & external clients and proactively ensures these are met.
Builds relationship with businesses and counterparties to ensure effective escalation and timely resolution of issues.
Sound & Strong Knowledge of Pre-Settlements/Settlements and trade life cycle
This role warrants interaction with external clients like Clients, traders, middle office teams hence candidate should have excellent process and product knowledge
Excellent articulation and communication skills (Written & verbal)
Ability to deliver against strict deadlines, should be able to operate under pressure and maintain calm demeanor while dealing with issues & situations
Excellent email and time management skills.
Posting End Date:
10 May 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 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.
