Institutional Investment Operations Associate

About this role:
Wells Fargo is seeking an Institutional Investment Operations Associate (Analyst) to join our team within the Chief Operating Office (COO). In this role, you will help deliver operational excellence by supporting critical investment operations processes that enable accurate, timely, and compliant service for our institutional clients. You will partner with stakeholders across the business to identify opportunities for process improvement, strengthen risk and control practices, and enhance the overall client and operational experience.
In this role, you will:
Review and analyze low to moderately complex operational activities across the institutional trade lifecycle, including client account onboarding, cash payments, funding operations, custodial operations, securities settlement, asset servicing, structured loan operations, general ledger reconciliation, and confirmation and ISDA-related matters
Research operational issues, gather and evaluate relevant data, identify potential causes, and recommend solutions within established policies, procedures, and control requirements
Exercise independent judgment when completing assigned deliverables, selecting from established alternatives, and escalating issues that require additional expertise or management attention
Support the timely and accurate completion of operational deliverables while contributing to effective risk management, controls, and client service
Identify and recommend opportunities to improve processes, operational efficiency, data quality, and controls within the assigned area
Collaborate and consult with peers, managers, and cross-functional partners to resolve issues, support operational initiatives, and achieve business and service objectives
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
Job Expectations:
Demonstrated flexibility to support global business needs through rotational, evening, night, or weekend shifts as required.
Strong verbal and written communication skills with the ability to effectively interact with internal stakeholders, clients, and cross-functional teams.
Posting End Date:
6 Oct 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.