Institutional Investment Operations Associate at Wells Fargo - ScoutJobs - The AI-curated global job board
Skip to content
W
Posted 9 days ago

Institutional Investment Operations Associate

Wells Fargo

Requirements

6+ months Institutional Investment Operations experience, Knowledge of client account onboarding, Understanding of securities settlement services, Ability to perform general ledger reconciliation

Skills

FinanceOperations

About the role

Responsibilities

  • Provide operational and customer support for lifecycle tasks for institutional trades
  • Assist with client account onboarding, cash payment monitoring, and funding operations
  • Support custodial operations, securities settlement services, and asset servicing
  • Perform general ledger reconciliation and resolve confirmation and ISDA related issues
  • Gather data to support issue resolution and collaborate with peers to achieve goals
  • Exercise judgment within defined parameters while following established policies and procedures

Requirements

  • 6+ months of Institutional Investment Operations experience (or equivalent through work, training, military, or education)
  • Knowledge of client account onboarding processes
  • Understanding of securities settlement services
  • Ability to perform general ledger reconciliation

About the Company

Wells Fargo & Company (NYSE: WFC) is a leading financial services company with approximately $2.1 trillion in assets. We provide a diversified set of banking, investment, and mortgage products and services through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management.

ScoutJobs Agent

Get matches like this delivered daily

Sign up free — we'll pull jobs that fit your CV from across the web and rank them for you.

Get started — it's free

Institutional Investment Operations Associate

Wells Fargo · Bengaluru

Sign up to apply