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Institutional Investment Operations Associate

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
India , Hyderabad

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Category:
Banking

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Contract Type:
Not provided

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Salary:

Not provided
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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
  • Requires Minimum of 6 Months of experience into Client Onboarding Operations, Exchange Traded Derivatives and/or OTC Derivative system support. The candidate is also required to have a minimum of 3+ years of experience in working with various Client accounts builds into internal systems including various mapping exercises as well as ensuring all data processed is complete and accurate. Utilizing the Calypso, GMI & Broadridge and any other similar system. Individual must research and resolve issues pertaining to Trade, Product, cash payments, customer, pricing, collateral management, credit, general ledger reconciliation.

Nice to have:

  • Owning onboarding a new opportunity end to end including relationship management, request management and delegation to downstream partners
  • Knowledge about building Client Accounts (Clearing, Execution and Allocations accounts), setting up of Trading books and Reconciliations
  • Working with onshore Client Data teams to effectively manage an onboarding request
  • Communicating the status to internal stakeholders
  • Identifying opportunities to improve the process through partnership with other teams
  • Management of client connectivity, Trade set-up and configuration processes
  • Providing feedback to continually improve the process
  • Assist with balancing team work load
  • Identify issues with the process, create and drive a solution
  • Develop and maintain MIS on end to end process for tracking turnaround times of deliverables from team and other processing areas
  • The candidate will be responsible for completing UAT testing related to projects that impact the group
  • Implementing new products and operational processes related to the Derivatives Clearing System
  • Responsible for developing workflow, system configuration and static data within the front and back office system
  • Foster team relationships with peers and outside vendors that regularly interact with the department to effectively accomplish the team’s goals
  • Maintain Derivatives System Solution group procedures ensuring they are up to date incorporating the most recent industry specific best practices for Derivatives Clearing
  • Determine process improvements, efficiencies and cost saving initiatives that will enhance the performance of the group
  • Manage Clearing House and Vendor relationships as it relates to Derivatives Clearing System Solutions
  • Work as part of project teams to implement new processes and improvements as needed

Additional Information:

Job Posted:
May 10, 2026

Expiration:
May 12, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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