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.
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Get started — it's freeInstitutional Investment Operations Associate
Wells Fargo · Bengaluru
