Institutional Investment Operations Associate - FX Account Maintenance

Wells Fargo & Company • Charlotte, NC

4d • Hybrid

About The Position

About this role: Wells Fargo is seeking an Institutional Investment Operations Associate on our FX Account Maintenance team. In this role, you will: Participate in lifecycle support tasks for FX institutional trade initiatives and Work on client account onboarding, input and monitoring of client reference data, maintenance of Standard Settlement Instructions and collaborate on project work Provide subject matter expertise on process enhancements Assist stakeholders in bringing individual or teams together in order to resolve issues Identify opportunity for process improvements and communicate those to leadership Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

Requirements

• 6+ months of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Ability to work at the posted location - 550 South Tryon, Charlotte, NC
• Ability to work a hybrid schedule, at least 3 days a week working in office.
• Ability to work a rotating scheduled between the hours of 8:30am – 7pm Monday - Friday

Nice To Haves

• Knowledge and experience supporting Foreign Exchange (F/X), Derivatives or Money Market Lines of Business
• Knowledge and understanding of capital markets products, industry trends, regulatory changes, and industry-wide best practices within Account Maintenance processes
• Ability to use banking software, desktop software, email, and FX specific applications
• Knowledge of FX business, international finance, and Standard Settlement Instructions. (SSI0)
• Knowledge of CMR, OPICS, Calypso, COBAM, and CID is a plus.
• Experience partnering with global teams
• Organizational skills, attention to detail, and adherence to strict deadlines in a fast-paced environment
• Ability to understand and work with data
• Good interpersonal and communication skills

Responsibilities

• Participate in lifecycle support tasks for FX institutional trade initiatives
• Work on client account onboarding, input and monitoring of client reference data, maintenance of Standard Settlement Instructions and collaborate on project work
• Provide subject matter expertise on process enhancements
• Assist stakeholders in bringing individual or teams together in order to resolve issues
• Identify opportunity for process improvements and communicate those to leadership
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed