Wells Fargo is seeking a Institutional Investment Operations Representative
In this role, you will:
Perform a variety of operational tasks for routine and medium complex institutional trades that require general knowledge of unit functions and systems
Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve process specific goals
Review time sensitive document
Support audit requirements within the process
Address compliance and corporate governance issues for the department
Interact with internal and external customers as per prescribed process or procedure
Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve process goals
Execute tasks and perform activities as per direction from leaders and understand function, policies, procedures, and compliance requirements
Required Qualifications:
2+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Knowledge of the banking regulatory reporting rules and regulations
Knowledge in client Onboarding lifecycle
Knowledge on Products - FX, Rates, Equities, FI, Futures
Good written / oral communication skills
Knowledge of the Microsoft applications
Knowledge of the banking regulatory reporting rules and regulations including FINRA, QFC and Dodd Frank regulations
Knowledge of trade life-cycle and client on-boarding life-cycle
Knowledge on Products - FX, Rates, Equities, FI, Futures
Posting End Date:
24 Aug 2025
*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.
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