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Institutional Investment Operations Associate

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Wells Fargo

18d ago

  • Job
    Full-time
    Entry Level
  • Business, Operations & Strategy
    Banking & Finance

AI generated summary

  • You should have 6+ months of Institutional Investment Operations experience or equivalent through work, training, military experience, or education.
  • You will support institutional trades, manage client onboarding, process cash payments, resolve issues, and collaborate with teams on operations and reconciliations.

Requirements

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

Responsibilities

  • 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

FAQs

What is the main responsibility of an Institutional Investment Operations Associate?

The main responsibility is to provide operational and customer support for lifecycle tasks related to institutional trades, including client account onboarding, cash payment monitoring, customer service, funding operations, and resolving confirmation and ISDA related issues.

What are the required qualifications for this role?

The required qualifications include 6+ months of Institutional Investment Operations experience or equivalent demonstrated through work experience, training, military experience, or education.

What are the working hours for this position?

The working hours for this position are from 9:30 PM IST to 6:30 AM IST.

Is this position full-time or part-time?

This position is a full-time role, with all 5 days of the week required.

Does Wells Fargo provide support for diversity and inclusion in hiring?

Yes, Wells Fargo values diversity, equity, and inclusion and welcomes applications from all qualified candidates regardless of various protected characteristics.

Are employees required to adhere to risk and compliance obligations?

Yes, employees are accountable for execution of all applicable risk programs and must adhere to Wells Fargo policies and procedures related to risk and compliance.

Can I apply for this position if I have a disability?

Yes, applications from candidates with disabilities are encouraged, and accommodations are available upon request during the recruitment process.

Is there a drug-free workplace policy at Wells Fargo?

Yes, Wells Fargo maintains a drug-free workplace and has a specific Drug and Alcohol Policy.

What should I do if I need a medical accommodation during the application process?

You can request a medical accommodation during the application or interview process by visiting Disability Inclusion at Wells Fargo.

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Wells Fargo

Finance
Industry
10,001+
Employees
1929
Founded Year

Mission & Purpose

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately 250,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. © 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.