Institutional Investment Operations Associate, Wells Fargo

Wells Fargo

Location:
India, Bengaluru

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Institutional Investment Operations Associate. Support and customer lifecycle tasks for institutional trades, onboarding, payments monitoring, and compliance activities.

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 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

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
Bachelor's degree in accounting, Finance, or a business-related field is preferred
Previous experience of 5+ years in Operations and/or Financial Services industry or relevant work experience in one or a combination of the following: business operations, regulatory oversight, AML/KYC, Client Onboarding, US tax regime & compliance
Understanding of client onboarding documentation, including working knowledge of requirements driving KYC/CDD/EDD, AML, Tax, regulatory & ISDA documentation
Ability to independently research and analyze regulatory reporting requirements and other financial documents
Strong multi-tasking abilities in a high performance, high demand environment
Familiar with market utility vendors such as Markit, Lexis-Nexis, SNL and others to collect and analyze client onboarding documents and requirements
Ability to communicate (written/verbal) effectively at all organizational levels
Ability to plan and organize workload within tight deadlines, meeting day-to-day objectives as well as longer term strategic goals
Perform analysis of, and make recommendations on functionality/efficiency of established controls and processes to ensure appropriate risk based operational procedures are in place and are meeting regulatory requirements/expectations

Nice to have:

Strong Knowledge of the banking regulatory reporting rules and regulations including BSA, AML, and Patriot Act
Understanding of client lifecycle activities, such as corporate actions including merger events
Extensive knowledge and understanding of loan, securities and derivative products
Advanced knowledge of trade processing life-cycle
Knowledge of the Microsoft applications including Excel, Access Database and Tableau
Ability to research, compile, and perform complex analysis on critical operational data
Ability to work in a fast-paced, team oriented environment
Strong analytic ability, with high attention to detail, accuracy and strong problem solving skills
Excellent Interpersonal skills – ability to build relationships
Ability to plan and organize workload within tight deadlines, meeting day-to-day objectives as well as longer term strategic goals
Perform analysis of, and make recommendations on functionality/efficiency of established controls and processes to ensure appropriate risk based operational procedures are in place and are meeting regulatory requirements/expectations

What we offer:

Medical accommodation requests available
Equal opportunity employer

Additional Information:

Job Posted:
October 13, 2025

Expiration:
October 19, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Institutional Investment Operations Associate