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Institutional Investment Operations Associate

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
India, Bengaluru

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

Not provided
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Job Description:

Wells Fargo is seeking an Institutional Investment Operations Associate to provide operational and customer support for lifecycle tasks for institutional trades, assist with client account onboarding, and collaborate with stakeholders to meet project deadlines and compliance objectives.

Job Responsibility:

  • 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 resolving confirmation and ISDA related issues
  • Assist in gathering data to support resolution of issues
  • Receive direction from manager and exercise judgment within defined parameters
  • Develop understanding of various functions, policies, and procedures
  • 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 work experience, training, military experience, or education
  • MBA or an advanced degree (or equivalent experience)
  • Experience of 6 months+ in OTC Derivative Settlements domain including Pre-Confirmation, Post Confirmation, Reset advise and Clearing Settlements (LCH, CME, and CLS)
  • Understanding about current Regulations and their impact on OTC market & settlements functions
  • Ability to effectively communicate (written/verbal)
  • Ability to plan and organize workload within tight deadlines and meeting day-to-day objectives
  • Good understanding of Derivative Rates, Equity, credit, and commodity products
  • Strong interpersonal and influencing skills
  • Strong organizational and project management skills with demonstrated ability to manage expectations and deliver on commitments
  • Strong knowledge of market settlement processes like Clearstream, Euroclear and LCH
  • Competency in leading & managing transition of processes from other locations
  • Strong knowledge of US, European, and Asian market settlement processes
  • Willing to work in US shifts
What we offer:
  • Equal opportunity employer
  • Disability accommodation during the application or interview process
  • Drug-free workplace

Additional Information:

Job Posted:
May 08, 2025

Expiration:
May 14, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:
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