Wells Fargo · 17 hours ago
Institutional Investment Operations Associate - Configuration
CHARLOTTE, NC
Full-time
Hybrid
New Grad, Entry Level
0+ years expWells Fargo is seeking an Institutional Investment Operations Associate within the Shared Services Configuration team as part of Corporate Investment Banking Operations. The role involves providing operational and customer support for lifecycle tasks related to institutional trades, assisting with client account onboarding, and ensuring data integrity through various reconciliation processes.
BankingFinancial ServicesFinTechInsurancePayments
No H1B
Responsibilities
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
Qualification
Required
6+ months of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Preferred
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
Company
Wells Fargo
Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-10-06IPO
Leadership Team
Charlie Scharf
CEO
Fernando Rivas
CEO of Corporate & Investment Banking
Recent News
2026-01-14
2026-01-13
2026-01-13
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