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Tier-1 brand, metro location, generic operations title, and mid-level experience amplify competition.
Requires institutional investment operations experience, reducing transferability across industries.
Minimal explicit experience and no niche certifications make shortlisting lenient.
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Provide operational and customer support for the lifecycle of institutional trades including account onboarding, cash payment input and monitoring, and securities settlement.
Assist with funding operations, custodial operations, asset servicing, loan operations, general ledger reconciliation, and resolution of confirmation and ISDA related issues.
Collaborate with peers and managers, receive directions, and exercise judgment within defined parameters to resolve issues and achieve goals.
6+ months of Institutional Investment Operations experience or equivalent (work experience, training, military experience, or education).
Work Experience Required: 6+ months in Institutional Investment Operations or equivalent.
Must be able to follow Wells Fargo's risk and compliance policies, including applicable risk programs and escalation procedures.
Notice Period: Not explicitly mentioned in the JD.
Comfortable working in a compliance-driven, risk-mitigating institutional investment operations environment.
Capable of handling diverse operational tasks including securities settlement, client onboarding, and general ledger reconciliation.
Able to exercise judgment within defined parameters and collaborate with multiple stakeholders to resolve transactional and operational issues.