Institutional Investment Operations Associate

About This Role

Wells Fargo is seeking an Institutional Investment Operations Associate within our Tax Operations team as a part of Corporate Investment Banking Operations.

Key Responsibilities

• Handling tax documentation, withholding and reporting inquiries raised by business partners
• Daily TEFRA, NRA, and FATCA withholding reconciliation and remittance
• Assist with research and resolution of reporting and withholding exceptions
• 1099 and 1042-S reporting tasks such as mock form reviews, management of trial runs and processing of tax reporting adjustments
• Cost Basis reconciliation and resolution
• Assist leadership in bringing individuals or teams together to resolve complex issues
• Help review and analyze functional operational tasks that require research, evaluation, and exercise independent judgment to guide the deliverable
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
• Identifying and formulating procedural changes which will enhance operational efficiency and data integrity

Requirements & Tech Stack

• Institutional Investment Operations experience
• Microsoft Office skills with advanced Excel skills

Qualifications

• 6+ months of experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
• Sound knowledge and understanding of financial markets and securities
• Knowledge of security-based accounting and/or security-based tax reporting
• Excellent verbal, written, and interpersonal communication skills
• Effective organizational, multi-tasking and prioritizing skills
• Ability to develop and manage business relationships
• Sound time management skills and ability to meet deadlines
• 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

Job Expectations

• Ability to work a hybrid schedule
• Willingness to work on-site at stated location
• Ability to work additional hours as needed
• This position is not eligible for Visa sponsorship

Posting Location

• 550 S Tryon St, Charlotte, NC 28202

This position is subject to FINRA Background Screening Requirements.

Successful candidates must also meet ongoing regulatory requirements.