Opportunity brief
Wells Fargo is hiring for the role of Institutional Investment Operations Associate!
Responsibilities of the Candidate:
- 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
Requirements:
- 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:
- B.com/MBA degree in Finance or related field.
- Relevant working experience in US Domestic markets (DTC)/International markets Settlements.
- Sound Knowledge of Trade Life Cycle.
- Working knowledge of Broadridge systems including Impact, BPS, Ascendis, Bloomberg and Gloss.
- Detail oriented and able to handle multiple tasks in a deadline-oriented environment.
- Excellent communication and interpersonal skills.
- Working knowledge of Intelli match Reconciliation tool
- Working knowledge of industry Regulatory/Buy-In standards and deadlines.
- Proficient in Microsoft Office especially MS Word and MS Excel.