About this role:

Wells Fargo is seeking a Institutional Investment Operations Associate

In this role, you will:

• 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

Required Qualifications:

• 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:

• MBA or an advanced degree (or equivalent exp.)
• 6+months of experience in OTC Derivative Confirmation
• Experience of working across one or more geographic territories or regions.
• Must be a good team player with a high degree of flexibility, prepared to work in a deadline-driven and fast-paced environment
• Strong interpersonal and influencing skills, with the ability to build strong partnership with business stakeholders and other support functions
• Strong organizational and project management skills with demonstrated ability to manage expectations and deliver on commitments
• Experience of working with senior leaders cutting across Technology, Operations and Strategy functions is an added advantage
• Partner with Technology to identify/ resolve system issues, and implements system enhancements to increase efficiency
• Swiftly Identifies potential risks in operational processes; develops and implements controls to mitigate related risk
• Displays strong analytical skills to improve workflow to increase operational efficiency
• Take complete responsibility of monitoring daily functions of Derivatives Confirmation Inbound process for the location
• Organizes the work of the team, assigns task, sets short-term priorities, monitors all activities and ensure timely and accurate completion of the work
• Periodically reviews the procedure documents ad check list
• Ability to train and mentor new hires

Job Expectations:

• Understands Derivatives trade life cycle and associated functions
• Good understanding on Calypso, Endur, Pega and other industry standard applications
• ISDA definitions
• Excellent internal/external client handling skills
• Ensure the process of drafting, reviewing Confirmations and matching are completed on timely basis
• Escalate in a timely manner within the Operations group and Middle Office to ensure prompt resolution of exceptions/disputes
• Ensure all client queries/disputes are solved within the timelines
• Understands needs and sensitivities of internal and external clients and proactively ensuring these are met
• Displays sound working knowledge around derivatives products, terminologies and trade life cycle
• Acquainted with ISDA standards & definitions
• Ensure all high-risk items are flagged off to the management on timely basis and the escalation matrix is followed
• Involve in the various system implementation UAT testing
• Builds relationship with businesses and counterparties to ensure effective escalation and timely resolutions

Posting End Date:

26 Apr 2026

Job posting may come down early due to volume of applicants.We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.