- Expertini Resume Scoring: Our Semantic Matching Algorithm evaluates your CV/Résumé before you apply for this job role: Institutional Investment Operations Associate Security Master Product Data team.
Urgent! Institutional Investment Operations Associate - Security Master Product Data team Job Opening In CHARLOTTE – Now Hiring Wells Fargo
**About this role:**
Wells Fargo is seeking an Institutional Investment Operations Associate within our Security Master Product Data team as part of our Corporate Investment Banking (CIB) Operations division.
Learn more about our career areas and lines of business at wellsfargojobs.com.
**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
+ Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
**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:**
+ Sound knowledge and understanding of financial markets and securities
+ Proficient in Microsoft Office skills with advanced Excel skills
+ Excellent verbal, written, and interpersonal communication skills
+ Effective organizational, multi-tasking and prioritizing skills
+ Ability to work in a fast-paced deadline driven environment
+ Ability to take on a high level of responsibility, initiative, and accountability
+ Ability to consult, build, and maintain solid working relationships in and outside of immediate department
+ Ability to develop and manage business relationships
+ Ability to develop partnerships and collaborate with other business and functional areas
+ Sound time management skills and ability to meet deadlines
+ Ability to dissect technical problems, analyze data, and recommend potential solutions
+ Outstanding problem solving and decision-making skills
+ Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
+ Experience and/or knowledge of Security Master reference data systems
+ Experience with Broadridge applications including Impact, GLOSS, and BPS
+ Experience working with market data vendor reference data solutions including Bloomberg, Refinitiv, S&P, ICE Data Services, Six Financial
**Job Expectations:**
+ Ability to work on-site in stated location in compliance with our hybrid schedule
+ Expected hours are 9AM - 6PM with ability to work additional hours as needed depending on daily volumes
+ This position is not eligible for Visa sponsorship
**Primary Posting Location:**
+ 550 S.
Tryon Street, Charlotte, North Carolina 28202
**Posting End Date:**
2 Nov 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 (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace.
Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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.
**Req Number:** R-497239
✨ Smart • Intelligent • Private • Secure
Practice for Any Interview Q&A (AI Enabled)
Predict interview Q&A (AI Supported)
Mock interview trainer (AI Supported)
Ace behavioral interviews (AI Powered)
Record interview questions (Confidential)
Master your interviews
Track your answers (Confidential)
Schedule your applications (Confidential)
Create perfect cover letters (AI Supported)
Analyze your resume (NLP Supported)
ATS compatibility check (AI Supported)
Optimize your applications (AI Supported)
O*NET Supported
O*NET Supported
O*NET Supported
O*NET Supported
O*NET Supported
European Union Recommended
Institution Recommended
Institution Recommended
Researcher Recommended
IT Savvy Recommended
Trades Recommended
O*NET Supported
Artist Recommended
Researchers Recommended
Create your account
Access your account
Create your professional profile
Preview your profile
Your saved opportunities
Reviews you've given
Companies you follow
Discover employers
O*NET Supported
Common questions answered
Help for job seekers
How matching works
Customized job suggestions
Fast application process
Manage alert settings
Understanding alerts
How we match resumes
Professional branding guide
Increase your visibility
Get verified status
Learn about our AI
How ATS ranks you
AI-powered matching
Join thousands of professionals who've advanced their careers with our platform
Unlock Your Institutional Investment Potential: Insight & Career Growth Guide
Real-time Institutional Investment Jobs Trends in CHARLOTTE, United States (Graphical Representation)
Explore profound insights with Expertini's real-time, in-depth analysis, showcased through the graph below. This graph displays the job market trends for Institutional Investment in CHARLOTTE, United States using a bar chart to represent the number of jobs available and a trend line to illustrate the trend over time. Specifically, the graph shows 3154 jobs in United States and 101 jobs in CHARLOTTE. This comprehensive analysis highlights market share and opportunities for professionals in Institutional Investment roles. These dynamic trends provide a better understanding of the job market landscape in these regions.
Great news! Wells Fargo is currently hiring and seeking a Institutional Investment Operations Associate Security Master Product Data team to join their team. Feel free to download the job details.
Wait no longer! Are you also interested in exploring similar jobs? Search now: Institutional Investment Operations Associate Security Master Product Data team Jobs CHARLOTTE.
An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at Wells Fargo adheres to the cultural norms as outlined by Expertini.
The fundamental ethical values are:The average salary range for a Institutional Investment Operations Associate Security Master Product Data team Jobs United States varies, but the pay scale is rated "Standard" in CHARLOTTE. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively. We advise reading the full job specification before proceeding with the application to understand the salary package.
Key qualifications for Institutional Investment Operations Associate Security Master Product Data team typically include Other General and a list of qualifications and expertise as mentioned in the job specification. Be sure to check the specific job listing for detailed requirements and qualifications.
To improve your chances of getting hired for Institutional Investment Operations Associate Security Master Product Data team, consider enhancing your skills. Check your CV/Résumé Score with our free Resume Scoring Tool. We have an in-built Resume Scoring tool that gives you the matching score for each job based on your CV/Résumé once it is uploaded. This can help you align your CV/Résumé according to the job requirements and enhance your skills if needed.
Here are some tips to help you prepare for and ace your job interview:
Before the Interview:To prepare for your Institutional Investment Operations Associate Security Master Product Data team interview at Wells Fargo, research the company, understand the job requirements, and practice common interview questions.
Highlight your leadership skills, achievements, and strategic thinking abilities. Be prepared to discuss your experience with HR, including your approach to meeting targets as a team player. Additionally, review the Wells Fargo's products or services and be prepared to discuss how you can contribute to their success.
By following these tips, you can increase your chances of making a positive impression and landing the job!
Setting up job alerts for Institutional Investment Operations Associate Security Master Product Data team is easy with United States Jobs Expertini. Simply visit our job alerts page here, enter your preferred job title and location, and choose how often you want to receive notifications. You'll get the latest job openings sent directly to your email for FREE!