Institutional Investment Operations Associate

at  Wells Fargo

APPLICANTS WITH DISABILITIES

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

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, educatio

Desired Qualifications:

• 6+ months of Brokerage Custody experience
• Excellent customer services skills. Ideally within Financial Services customer support
• Familiarity with Bloomberg
• Familiarity with DTC
• BS/BA preferably in business, accounting or finance
• Excellent organizational, multi-tasking, and prioritizing skills
• Excellent verbal, written, and interpersonal communication skills
• Excellent problem solving skills
• Ability to work in a fast-paced oriented environment
• Intermediate Microsoft Office skill

Wells Fargo is seeking an Institutional Investment Operations Associate to join our Client Services team as a part of Corporate and Investment Banking (CIB) Operations.

In this role, you will:

• Provide operational and customer support for lifecycle tasks for institutional trades
• 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:

• 6+ months of Brokerage Custody experience
• Excellent customer services skills. Ideally within Financial Services customer support
• Familiarity with Bloomberg
• Familiarity with DTC
• BS/BA preferably in business, accounting or finance
• Excellent organizational, multi-tasking, and prioritizing skills
• Excellent verbal, written, and interpersonal communication skills
• Excellent problem solving skills
• Ability to work in a fast-paced oriented environment
• Intermediate Microsoft Office skills

Job Expectations:

• This position offers a hybrid work schedule (minimum 3 days per week onsite) in the preferred location listed below.
• Relocation assistance is not available for this position.
• Visa Sponsorship not available for this position

Preferred Locations:

• 90 S 7th St - Minneapolis, MN 55402

Corporate & Investment Banking ("CIB") delivers a comprehensive suite of capital markets, banking, and financial products and services. As a trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe.
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.
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.