Institutional Investment Operations Associate

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About this role:

Wells Fargo is seeking an Institutional Investment Operations Associate to join our Cash Management Team as a part of our Corporate Investment Banking (CIB) Operations division.

The Cash Management Team sits within Funding Operations and is primarily responsible for:

• Executing client and inter-company cash transfers and bookkeeping entries
• Collaborating with FCL and other internal business partners to onboard new business as needed

The Funding Operations team sits within WFS Broker Dealer Operations and primarily supports the Funding Capital Liquidity Team (FCL), Futures Commission Merchant (FCM), as well as custody customers of WFS. Learn more about our career areas and lines of business at wellsfargojobs.com.

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, or education

Desired Qualifications:

• Ability to exercise independent judgment to identify and resolve problems
• BS/BA degree or higher in finance, accounting or business
• 6+ months of account management experience
• 6+ months of brokerage operations experience
• Excellent verbal, written, and interpersonal communication skills
• Ability to execute in a fast paced, high demand, environment while balancing multiple priorities
• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
• Ability to exercise a proactive approach to tasks or projects and an independent judgment to identify and resolve problems, self-starter

 Primary Posting Location:

• 550 S. Tryon Street, Charlotte, North Carolina 28202

Job Expectations:

• Ability to work on-site in stated location in compliance with our hybrid schedule.
• This position is not eligible for Visa sponsorship.
• This position is not eligible for relocation assistance.

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

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.

Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

Posting End Date: <