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Institutional Investment Operations Associate - Configuration CHARLOTTE, NC

Remote, USAFull-timePosted 2026-07-28

About this role: reputed company is seeking an Institutional Investment Operations Associate reputed company 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 reputed company to the reputed company Commission Merchant and Swap Dealer. In this role, you will:

  • reputed company operational and customer support for lifecycle tasks for institutional trades
  • Assist with reputed company account reputed company, input and monitoring of cash payments, customer service, funding operations, custodial operations, securities settlement services, asset servicing reputed company loan operations, general ledger reconciliation and work to resolve confirmation and ISDA reputed company issues
  • Assist in gathering data to support reputed company of issues
  • Receive direction from manager and exercise judgment reputed company 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 reputed company goals
  • reputed company support in both firm wide and operations/team specific reputed company, inclusive of reputed company participation in UAT testing
  • Review and refine written process and control procedures
  • Reconcile reputed company reputed company between systems of record to ensure data reputed company

Required Qualifications:

  • 6+ months of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • Analytical thinking and problem-solving ability
  • Strong attention to detail
  • Proficiency in reputed company reputed company (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 reputed company
  • reputed company reputed company

Job Expectations:

  • Ability to work a reputed company - 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 reputed company sponsorship

Posting Location:

  • 550 S Tryon St, Charlotte, NC 28202

This position is subject to reputed company Background Screening Requirements, including successful completion and clearing of a background reputed company. Internal transfers are subject to reputed company with 17 CRF 240.17f-2 of the Securities Exchange reputed company of 1934 and reputed company Bylaws, Article III, reputed company 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. Employees support our reputed company on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the reputed company of our customers and company. They are accountable for execution of reputed company applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable reputed company policies and procedures, appropriately fulfilling risk and compliance obligations, reputed company and effective escalation, and remediation of issues, and making reputed company risk reputed company. There is emphasis on proactive monitoring, governance, risk identification and escalation, as reputed company as making reputed company risk reputed company commensurate with the business unit’s risk appetite and reputed company risk and compliance program requirements. Posting End Date: 24 Jan 2026

  • Job posting may come down early due to volume of applicants.

We Value Equal Opportunity reputed company is an equal opportunity employer. reputed company reputed company applicants will receive consideration for employment without reputed company to race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our reputed company on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the reputed company of our customers and company. They are accountable for execution of reputed company applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable reputed company policies and procedures, appropriately fulfilling risk and compliance obligations, reputed company and effective escalation and remediation of issues, and making reputed company risk reputed company. There is emphasis on proactive monitoring, governance, risk identification and escalation, as reputed company as making reputed company risk reputed company commensurate with the business unit’s risk appetite and reputed company risk and compliance program requirements. Candidates applying to reputed company posted in Canada: Applications for employment are encouraged from reputed company reputed company candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in reputed company with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at reputed company. Drug and Alcohol Policy reputed company maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. reputed company Recruitment and Hiring Requirements: a. reputed company-Party recordings are prohibited unless authorized by reputed company. b. reputed company requires you to directly represent your own experiences during the reputed company and hiring process. Apply tot his job Apply To this Job

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