What are the responsibilities and job description for the Institutional Investment Operations Associate - Configuration position at Wells Fargo?
About This Role
Wells Fargo is seeking an Institutional Investment Operations Associate within the Shared Services Configuration team as a part of Corporate Investment Banking Operations. Learn more about the career areas and business divisions at wellsfargojobs.com .
This team supports the static data configuration with regard to the Futures Commission Merchant and Swap Dealer.
In This Role, You Will
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.
Posting End Date
2 Apr 2026
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
R-510729
Wells Fargo is seeking an Institutional Investment Operations Associate within the Shared Services Configuration team as a part of Corporate Investment Banking Operations. Learn more about the career areas and business divisions at wellsfargojobs.com .
This team supports the static data configuration with regard to the Futures Commission Merchant and Swap Dealer.
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
- Provide support in both firm wide and operations/team specific projects, inclusive of active participation in UAT testing
- Review and refine written process and control procedures
- Reconcile key data elements between systems of record to ensure data integrity
- 6 months of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Analytical thinking and problem-solving ability
- Strong attention to detail
- Proficiency in Microsoft Excel (pivot tables, VLOOKUP, etc.)
- Familiarity with data visualization tools (e.g., Tableau, Power BI)
- Basic understanding of SQL or other data querying languages
- Strong written and verbal communication skills
- Ability to work independently and in teams
- Time management and organizational skills
- Exposure to investment products or markets (e.g., equities, fixed income, derivatives)
- Curiosity and eagerness to learn
- Adaptability in a fast-paced environment
- Professionalism and integrity
- Collaborative mindset
- Ability to work a hybrid schedule - of three (3) days in office and two (2) days remote
- Willingness to work on-site at stated location on the job opening
- Ability to work additional hours as needed
- This position is not eligible for Visa sponsorship
- 550 S Tryon St, Charlotte, NC 28202
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.
Posting End Date
2 Apr 2026
- Job posting may come down early due to volume of applicants.
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
- Third-Party recordings are prohibited unless authorized by Wells Fargo.
- Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
R-510729