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

Required Qualifications:

6+ Months of Institutional Investment Operations experience
University degree including coursework in financial markets
Experience in capital markets operations or compliance surveillance or control with derivatives, foreign exchange and securities.
Experience in developing automation solutions with Alteryx and/or Xceptor
Experience in data management, import/export, analysis and manipulation using Excel, Tableau, PowerBI, or similar tools for analysis and graphs.
Experience of working with FINRA Gateway and Trade Reporting and Compliance Engine (TRACE).
Experience of working with SFTR (Securities Financing Transactions Regulation).
Good Knowledge on FINRA TRACE 6760 and 6730 rules.
Experience in understanding Prospectus and Term sheet.
Motivated learner and researcher with solid writing and presentation skills

Desired Qualifications:

Education or experience with EMEA/US securities and commodities regulations and compliance.
Training or experience in business intelligence tools, workflow tools, data schema, and or data vocabularies.
Administrator, or advanced user, experience with Atlassian Confluence and Jira

Posting End Date:

29 Mar 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.