Equity Middle Office

Job Description

In this role as an Institutional Investment Operations Associate at Wells Fargo, you will be responsible for providing operational and customer support for lifecycle tasks related to institutional trades. Your key responsibilities will include:- Assisting 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- Working to resolve confirmation and ISDA related issuesYou will receive direction from your manager and exercise judgment within defined parameters of the area while developing an understanding of various functions, policies, and procedures. Collaboration and consultation with peers, colleagues, and managers will be essential to resolve issues and achieve goals effectively.**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.At Wells Fargo, diversity, equity, and inclusion in the workplace are highly valued. All qualified candidates are encouraged to apply for employment, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran, or any other status protected by applicable law. Employees at Wells Fargo are expected to support the focus on building strong customer relationships along with a strong risk mitigating and compliance-driven culture. They are also responsible for the execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance) and for following and adhering to applicable Wells Fargo policies and procedures.If you require a medical accommodation during the application or interview process, you can visit Disability Inclusion at Wells Fargo. Wells Fargo maintains a drug-free workplace as per the Drug and Alcohol Policy. In this role as an Institutional Investment Operations Associate at Wells Fargo, you will be responsible for providing operational and customer support for lifecycle tasks related to institutional trades. Your key responsibilities will include:- Assisting 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- Working to resolve confirmation and ISDA related issuesYou will receive direction from your manager and exercise judgment within defined parameters of the area while developing an understanding of various functions, policies, and procedures. Collaboration and consultation with peers, colleagues, and managers will be essential to resolve issues and achieve goals effectively.**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.At Wells Fargo, diversity, equity, and inclusion in the workplace are highly valued. All qualified candidates are encouraged to apply for employment, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran, or any other status protected by applicable law. Employees at Wells Fargo are expected to support the focus on building strong customer relationships along with a strong risk mitigating and compliance-driven culture. They are also responsible for the execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance) and for following and adhering to applicable Wells Fargo policies and procedures.If you require a medical accommodation during the application or interview process, you can visit Disability Inclusion at Wells Fargo. Wells Fargo maintains a drug-free workplace as per the Drug and Alcohol Policy.

Keyskills :
Customer SupportCustomer ServiceAsset ServicingIssue ResolutionRisk MitigationComplianceGovernanceInstitutional Investment OperationsCash Payments MonitoringFunding OperationsCustodial OperationsSecurities Settlement ServicesStructured Loan Op