Institutional Investment Operations Associate

Institutional Investment Operations Associate

Wells Fargo is seeking an 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:

• 6 + months of relevant experience in DTC / International Settlements
• B.com/MBA degree in Finance or related field

Job Expectations:

• Sound Knowledge of Trade Life Cycle
• Ability to communicate with multiple stakeholders
• Expertise in US Domestic markets (DTC) /International markets
• Working knowledge of Broadridge systems including Impact and BPS, GCAS, Ascendis, Bloomberg, Gloss
• Working knowledge of Intellimatch Reconciliation tool
• Strong Analytical skills- Ability to interpret data
• Evidence of research and problem solving skills
• Ability to work independently within a team framework
• Ability to work in a fast paced, high deadline driven environment
• Ability to manage multiple priorities and to adjust workload accordingly
• Ability to manage process related escalations effectively
• Shift Timing: 6:30 PM IST - 3:30 AM IST

Posting End Date: 25 Aug 2025

*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 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.

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

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

• Third-Party recordings are prohibited unless authorized by Wells Fargo.
• Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.