Institutional Investment Operations Associate - Security Master Product Data teamNorth Carolina Staffing • Charlotte, NC, US
Institutional Investment Operations Associate - Security Master Product Data team
North Carolina Staffing • Charlotte, NC, US
3 days ago
Job type
- Full-time
Job description6+ months of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following : work experience, training, military experience, education Sound knowledge and understanding of financial markets and securities Proficient in Microsoft Office skills with advanced Excel skills Excellent verbal, written, and interpersonal communication skills Effective organizational, multi-tasking and prioritizing skills Ability to work in a fast-paced deadline driven environment Ability to take on a high level of responsibility, initiative, and accountability Ability to consult, build, and maintain solid working relationships in and outside of immediate department Ability to develop and manage business relationships Ability to develop partnerships and collaborate with other business and functional areas Sound time management skills and ability to meet deadlines Ability to dissect technical problems, analyze data, and recommend potential solutions Outstanding problem solving and decision-making skills Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important Experience and / or knowledge of Security Master reference data systems Experience with Broadridge applications including Impact, GLOSS, and BPS Experience working with market data vendor reference data solutions including Bloomberg, Refinitiv, S&P, ICE Data Services, Six Financial Ability to work on-site in stated location in compliance with our hybrid schedule Expected hours are 9AM - 6PM with ability to work additional hours as needed depending on daily volumes This position is not eligible for Visa sponsorship
Institutional Investment Operations Associate
Wells Fargo is seeking an Institutional Investment Operations Associate within our Security Master Product Data team as part of our Corporate Investment Banking (CIB) Operations division. 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 :
Desired Qualifications :
Job Expectations :
Primary Posting Location :
550 S. Tryon Street, Charlotte, North Carolina 28202
Posting End Date : 2 Nov 2025
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.
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Investment Associate • Charlotte, NC, US
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