Institutional Investment Operations Associate

Wells Fargo is seeking an Institutional Investment Operations Associate to support key investment operations activities that help drive operational excellence and deliver a seamless experience for clients. In this role, you will collaborate with business partners, manage critical operational processes, and contribute to initiatives that support business growth, risk management, and service excellence.

• Perform a variety of operational tasks for complex institutional trades or process extensive knowledge of systems
• Provide ideas for improving or implementing processes
• Perform moderately complex duties such as processing, researching inquires, and reconciling transactions
• Review time sensitive documents
• Provide training or work direction to less experienced staff
• Support audit requirements within the process
• Address compliance and corporate governance issues for the department
• Lead or participate in projects
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
• Interact with internal and external customers as per prescribed process or procedure
• Identify and drive process re-engineering or transformation opportunities within the process
• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance 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

• MBA/ bachelor's degree in finance preferred
• 5+ years of experience in the securities Operations background preferably
• Energetic individual who can work well under pressure and in a team environment with demanding deadline
• Candidate should have understanding of Pre Matching, Trade Allocations, Affirmations/Confirmations in the US Domestic Market
• Perform Analysis of low Affirmation rates with counterparties and Client Outreach
• Understands needs and sensitivities of internal & external clients and proactively ensures these are met.
• Builds relationship with businesses and counterparties to ensure effective escalation and timely resolution of issues.
• Sound & Strong Knowledge of Pre-Settlements/Settlements and trade life cycle
• This role warrants interaction with external clients like Clients, traders, middle office teams hence candidate should have excellent process and product knowledge
• Ability to deliver against strict deadlines, should be able to operate under pressure and maintain calm demeanor while dealing with issues & situations
• Excellent email and time management skills.

• Should be willing to work in night shift and also over weekends & US offs i.e. as per business demands
• Ensuring EOD that all queues are cleared/completed as per procedure.