Institutional Investment Operations Specialist - Tax Operations at Wells Fargo
Charlotte, NC 28202, USA -
Full Time


Start Date

Immediate

Expiry Date

27 Oct, 25

Salary

0.0

Posted On

28 Jul, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Communication Skills, Tax Reporting, Training

Industry

Financial Services

Description

REQUIRED QUALIFICATIONS:

  • 2+ 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:

  • 2+ years of experience analyzing investment and trade documentation.
  • Knowledge or experience of security-based accounting and/or security-based tax reporting.
  • Advanced Microsoft Excel Skills.
  • Strong analytical and reporting skills with high attention to details and accuracy.
  • Excellent verbal, written, and interpersonal communication skills.

APPLICANTS WITH DISABILITIES

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

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

Responsibilities

ABOUT THIS ROLE:

Wells Fargo is seeking an Institutional Investment Operations Specialist to join the Tax Operations team within Corporate & Investment Banking Operations.
Learn more about our career areas and lines of business at wellsfargojobs.com.

IN THIS ROLE, YOU WILL:

  • Participate in lifecycle support tasks for institutional trade initiatives and identify opportunity for process improvements
  • Assist leadership in bringing individual or teams together in order to resolve complex issues
  • Assist in client account onboarding, input and monitoring of cash payments, customer service, project support, funding operations, custodial operations, securities settlement services, structured loan operations, general ledger reconciliation, as well as, work to resolve confirmation and ISDA related issue
  • Provide subject matter expertise on projects along with internal and industry related initiatives
  • Review and analyze functional operational tasks that require research, evaluation, and exercise independent judgment to guide the deliverable
  • Present recommendations for resolving complex situations and exercise independent judgement while developing expertise on functions, projects, internal and industry related initiatives
  • Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
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