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Wells Fargo Senior Business Execution Administrator - Alternative Investments in CHARLOTTE, North Carolina

About this Role

Wells Fargo is seeking a Senior Business Execution Administrator - Alternative Investments for the Alternative Investment Product team in the Wells Fargo Investment Institute (WFII) as part of Wealth & Investment Management (WIM). In this role, you will set up and test new and migrated fund documents for Alternative Investment trades, partner with Alternative application vendors to resolve issues, and support reporting for Alternative Investments.

In this role, you will:

  • Assist with the Alternative Investment onboarding for each firm supported product

  • Support firm-supported Alternative Investment reporting

  • Coordinate with other business units (Legal, Risk, Compliance, Sales, Operations) to address business support issue

  • Liaise with distribution channel partners to accurately report Alternative Investments

  • Assist with special projects related to business support initiatives

  • Assist with vendor management

  • Manage multiple responsibilities and tasks simultaneously

  • Utilize analytical, critical thinking and problem-solving skills to resolve issues

Required Qualifications:

  • 4+ years of Administrative Support, or, Business Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • Working knowledge of Alternative Investments

  • Experience reviewing testing strategies and methodologies to evaluate the adequacy and effectiveness of policies, procedures, processes, initiatives, products and internal controls

  • Demonstrated experience identifying issues resulting from internal and/or external compliance examinations

  • Experience creating, executing, and documenting compliance, control, and business process testing

  • Proven ability to build and maintain effective partnerships with internal partners and external vendors to meet business objectives

  • Advanced critical thinking skills with ability to professionally challenge status quo

  • Advanced proficiency in MS Excel working with v-lookups and pivot tables

  • Professional written and verbal communication skills

Job Expectations:

  • This position is not eligible for Visa sponsorship

  • This position offers a hybrid work schedule

Work Location:

  • 550 South Tryon Street - Charlotte, NC 28202

  • 2801 Market Street - St. Louis, MO 63103

Alternative Investments (AI) is a division of WFII that administers and/or manages proprietary and non-proprietary alternative investment products and services including; hedge funds, managed futures, commodities, private equity, private debt and private real estate offerings.

Posting End Date:

9 Sep 2024

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

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 US: 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.

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.

Company: WELLS FARGO BANK

Req Number: R-388047-1

Updated: Sun Sep 08 01:55:11 UTC 2024

Location: CHARLOTTE,North Carolina

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