Institutional Investment Operations Representative Job at Wells Fargo (Bengaluru)

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Senior Institutional Investment Operations Representative

Wells Fargo is seeking a Senior Institutional Investment Operations Representati...

Location

India , Bengaluru

Salary:

Not provided

Wells Fargo

Expiration Date

March 19, 2026

Requirements

4+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

Perform a variety of operational tasks for complex institutional trades or process extensive knowledge of systems
Provide ideas for improving or implementing processes
Perform moderately complex duties such as processing, researching inquires, and reconciling transactions
Review time sensitive documents
Provide training or work direction to less experienced staff
Support audit requirements within the process
Address compliance and corporate governance issues for the department
Lead or participate in projects
Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
Interact with internal and external customers as per prescribed process or procedure

Fulltime

Preservation Portfolio Manager/Director

As a Portfolio Manager for Preservation Asset Management, the individual is resp...

Location

United States , Saint Petersburg

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

Bachelor’s Degree (B.A.) in a related field
Minimum of five (5) years of relevant experience in institutional real estate investment or asset management
Supervisory and/or REIT experience preferred
Valid driver’s license and eligibility for coverage under the firm’s Vehicle Fleet Safety Policy to drive on company business

Job Responsibility

Oversees operational performance of multifamily assets held in institutional investment partnerships, representing the interests of the limited partner investor
Serves as a fiduciary for the investor, ensuring decisions align with partnership agreements, investment strategy, and return objectives
Evaluates asset and fund performance relative to underwriting, operating budgets, and benchmarks, with a focus on operating cash flow and exit proceeds
Identifies value-add and risk-mitigation opportunities and develops strategies to enhance operating performance
Maintains productive and professional relationships with general partners while providing oversight and accountability
Reviews operating reports, budgets, capital plans, and variance explanations provided by partners
Conducts site inspections to assess physical condition, operational practices, and compliance
Leads, coaches, and manages team members, setting goals and driving accountability
Reviews proposed deal modifications, refinancings, dispositions, or capital events and provides recommendations to senior leadership and the Investment Committee
Identifies and mitigates financial, operational, and compliance risks within the portfolio

Fulltime

Group Manager, Cash Securities Operations

This senior leadership position focuses on overseeing Equity and Fixed Income se...

Location

Japan , Tokyo

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Extensive progressive experience in Equity and Fixed Income Settlements and Operations Management within a global investment bank or major financial institution in Japan, with proven leadership or managerial capacity
Deep expertise in equity settlements and products, fixed Income and investment trust fund in either or both in international markets and Japanese domestic markets
Demonstrated track record of managing complex operational environments, leading process re-engineering, and delivering significant efficiency/control improvements
Strong understanding of operational risk management frameworks and the regulatory landscape in Japan
Advanced proficiency in Microsoft Office Suite (Excel, PowerPoint) for data analysis and presentations
Extensive experience with Back Office settlement applications
JSDA Class 1 (Sales Representative Qualification) is a mandatory requirement
Fluent in Japanese (both written and verbal) is essential
Strong business-level English (both written and verbal) is required for effective communication with regional and global stakeholders
Exceptional leadership, people management, and motivational capabilities

Job Responsibility

Lead, manage, and develop a team of Cash Securities Operations professionals in Japan, cultivating a culture of high performance, accountability, and continuous improvement
Develop and implement strategic objectives for the Japan Cash Securities Operations, ensuring alignment with global Markets Operations goals and local business priorities
Drive robust and efficient settlement and post-settlement process and controls for equity and fixed income products, including pre-matching, settlement instructions, fail management, reporting, reconciliations
Oversee daily reconciliation processes and ensure timely resolution of all breaks, exceptions, and discrepancies, while optimizing workflows to maximize Straight-Through Processing (STP) rates
Cultivate and maintain strong relationships with Japan-based Equity and Fixed Income trading desk, Sales desk, institutional clients, custodians, and external counterparties, serving as a trusted operational advisor
Own and manage the operational risk profile for the Japan Cash Securities Operations, ensuring robust controls are in place and actively monitored, with strict adherence to all financial regulations in international and Japan (e.g., JFSA, JSDA rules, BOJ guidelines), and global Citi policies
Identify, champion, and lead change-the-bank initiatives and strategic projects aimed at enhancing operational efficiency, reducing costs, and improving the control environment within the Japan Cash Securities Operations.

What we offer

Career growth opportunities
Equal opportunity employer policies promoting inclusivity
Strong focus on work-life balance benefits.

Fulltime

Junior to Mid-level Investment Funds Associate

We are seeking a talented junior/mid-level associate with two to five years of e...

Location

United States , Los Angeles

Salary:

225000.00 - 365000.00 USD / Year

Baker McKenzie Italy

Expiration Date

Until further notice

Requirements

Substantive experience reviewing and identifying issues in fund documents on behalf of institutional investors
Background in negotiating side letters and other ancillary contractual materials
Prior experience drafting private investment fund documents
Exposure to M&A and other strategic transactions in the investment management space is helpful
Ability to function smoothly in a global team environment with culturally diverse team members
Must be admitted to and a member in good standing of the California Bar, or if relocating from another jurisdiction, willing to become a member of the California Bar

Job Responsibility

Advise fund sponsors in all stages of their operations, including structuring and fundraising private funds and other investment vehicles across a variety of asset classes and strategies (venture capital, private equity, real estate, etc.)
Organizing general partner, management company and related entities
Represent significant institutional investors in investing in private funds

What we offer

Medical
Dental
Vision
401(k) based on number of hours worked
Bonus eligible

Fulltime

Account Director, Owner Relations (AAHOA)

The Account Director, Owner & REIT Relations is responsible for defining and exe...

Location

United States

Salary:

Not provided

Mews

Expiration Date

Until further notice

Requirements

Fluency (spoken and written) in English & Gujarati
7–10+ years in SaaS / hospitality tech in a senior, customer-facing role (Account Director / Enterprise AE/AM / Strategic Partnerships or similar)
Proven track record driving outcomes with enterprise/strategic accounts and complex, multi-stakeholder buying groups
Strong understanding of the US hospitality landscape and how owners, operators, brands, and management companies interact
Experience engaging franchise-level ownership groups and influencing portfolio / multi-property decisions
Executive-level communication: able to articulate value in commercial + operational terms (ROI, efficiency, scalability, risk)
Able to work effectively across Commercial, CS, Product, Finance, and Exec stakeholders
strong executive presence
A professional who is also entrepreneurial, high energy, enthusiasm and has a client-minded focus

Job Responsibility

Define and execute a global owner, investor and REIT relations strategy across hospitality REITs, institutional investors, asset managers, operators, and hotel management companies, positioning Mews as a long-term technology partner
Own senior REIT and institutional stakeholder engagement, including executive, investment committee, asset manager and board-level communication
deliver financially grounded, portfolio-level messaging tied to NOI impact, efficiency, scalability, risk mitigation and long-term asset value
ensure alignment with investor materials and relevant disclosure expectations
Partner with Commercial and Customer Success to progress complex enterprise opportunities with REIT and institutional ownership structures
use executive relationships to accelerate deal cycles, portfolio expansions, renewals and long-term adoption
advise on commercial frameworks, rollout sequencing and governance models
Build and manage portfolio-level strategic partnerships with REITs, supporting multi-year technology standardisation and transformation programs
collaborate on joint initiatives such as innovation pilots, benchmarking and strategic planning
Maintain relationship infrastructure and intelligence, including stakeholder maps, influence models, decision structures, and insight into ownership strategies and investment priorities

What we offer

Participation in our company share program
Best-in-class parental leave (6 months fully paid for primary caregivers, 2 months for secondary, available within your first year)
Unlimited paid holiday
Work from anywhere - enjoy the flexibility to work from other countries for a few weeks each year through our compliant and flexible Workation policy
Relocation options available after 1 year
Monthly "EDGE" time - dedicated to Explore, Develop, Grow, and Elevate yourself
Flexible, hybrid working options
One-off home office setup budget to make your workspace your own
Monthly working-from-home and healthcare allowances (where local healthcare benefits are not in avaliable)
Regional healthcare coverage

Fulltime

Executive Director, Airwallex Capital UK

Airwallex Capital (UK), a subsidiary of a leading global payments company, is se...

Location

United Kingdom , London

Salary:

Not provided

Airwallex

Expiration Date

Until further notice

Requirements

UK Permanent Resident or Citizen
Minimum of 12+ years of relevant experience in offering collective investment scheme products to retail customers or similar experience in other investment products
Demonstrated experience in roles dealing with capital markets products, specifically units in a Collective Investment Scheme (CIS)
Strong Investment technical expertise across operations, markets etc. as well as the ability to communicate core investment principles in simple easy to understand ways
Proven track record of managerial success within the financial services sector, with a minimum of 8+ years in a leadership position
Excellent knowledge of the financial regulatory landscape in The United Kingdom and experience in engaging with FCA
Strong educational background in finance, business administration, compliance, or a related field
Ability to fulfill the FCA's Guidelines on Fit and Proper Criteria, including competence, capability, and financial soundness
Exceptional leadership, communication, and strategic thinking skills
Prior experience in a senior leadership role within a financial institution that has undergone MiFID licensing with The FCA

Job Responsibility

Ensure compliance with all regulatory requirements set by the Financial Conduct Authority (FCA) for MiFID II license holders
Oversee the strategic direction and operation of yield accounts under the MiFID license
Lead and represent the company in dealings with regulatory bodies, financial institutions, and other stakeholders
Develop and implement strategies for growth, risk management, and operational excellence
Foster a culture of innovation, compliance, and customer-centricity within the organization

Fulltime

Head of Domestic Securities Operations, Markets Operations

We are seeking a strategic and experienced leader to join our team as Group Mana...

Location

Japan , Tokyo

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Extensive progressive experience in Equity and Fixed Income Settlements and Operations Management within a global investment bank or major financial institution in Japan, with proven leadership or managerial capacity
Deep expertise in equity settlements and products, fixed Income and investment trust fund in either or both in international markets and Japanese domestic markets
Demonstrated track record of managing complex operational environments, leading process re-engineering, and delivering significant efficiency/control improvements
Strong understanding of operational risk management frameworks and the regulatory landscape in Japan
Advanced proficiency in Microsoft Office Suite (Excel, PowerPoint) for data analysis and presentations
Extensive experience with Back Office settlement applications
JSDA Class 1 (Sales Representative Qualification) is a mandatory requirement
Internal Control Manager (Naibu Kanri Sekininsha)
Fluent in Japanese (both written and verbal) is essential
Strong business-level English (both written and verbal) is required for effective communication with regional and global stakeholders

Job Responsibility

Lead, manage, and develop a team of Cash Securities Operations professionals in Japan, cultivating a culture of high performance, accountability, and continuous improvement
Develop and implement strategic objectives for the Japan Cash Securities Operations, ensuring alignment with global Markets Operations goals and local business priorities
Drive robust and efficient settlement and post-settlement process and controls for equity and fixed income products, including pre-matching, settlement instructions, fail management, reporting, reconciliations
Oversee daily reconciliation processes and ensure timely resolution of all breaks, exceptions, and discrepancies, while optimizing workflows to maximize Straight-Through Processing (STP) rates
Cultivate and maintain strong relationships with Japan-based Equity and Fixed Income trading desk, Sales desk, institutional clients, custodians, and external counterparties, serving as a trusted operational advisor
Own and manage the operational risk profile for the Japan Cash Securities Operations, ensuring robust controls are in place and actively monitored, with strict adherence to all financial regulations in international and Japan (e.g., JFSA, JSDA rules, BOJ guidelines), and global Citi policies
Identify, champion, and lead change-the-bank initiatives and strategic projects aimed at enhancing operational efficiency, reducing costs, and improving the control environment within the Japan Cash Securities Operations

Fulltime

Financial Crime Transformation expert

Join us as a Financial Crime Transformation expert on a 12 month fixed term cont...

Location

United Kingdom , London; Northampton; Glasgow

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Demonstrated capacity for independent operation, with a proven track record of setting strategic direction and delivering results with minimal supervision
Extensive experience in driving change and embedding robust controls across both the First and Second Lines of Defense within financial crime contexts
Advanced proficiency in data analytics, including the ability to interpret complex datasets and generate actionable insights to support financial crime management information and reporting
High level of competence in Microsoft Office tools, including the development and execution of macros in Microsoft Excel, the use of Microsoft Project for planning and tracking, and the creation of SharePoint sites to facilitate project collaboration and documentation
Strong capability in defining and delivering data and technology requirements for diverse projects, with an understanding of customer experience (CX) principles and the ability to leverage digital tools to enhance transformation outcomes
Substantial experience in building and qualifying business cases for complex change programmes, with the ability to influence prioritization and investment decisions at senior levels
Exceptional stakeholder management skills, with the ability to communicate and influence effectively across all organizational levels
Solid understanding of project management methodologies, with demonstrated ability to manage ambiguity and complexity in large-scale initiatives
Experience operating within large, matrixed financial institutions and in the context of regulatory change programmes

Job Responsibility

Independently drive financial crime change initiatives, identifying opportunities and executing solutions with minimal oversight. Champion transformation across 1st and 2nd LoD, ensuring robust controls and operational excellence
Act as the senior SME, capturing actionable requirements and managing dependencies, risks, and assumptions early to set delivery teams up for success
Define and scope requirements for new and ongoing projects, rigorously assessing firm-wide impacts. Build business cases with measurable outcomes to justify prioritization and investment
Collaborate with regulatory change leads, operations, data & technology as well as regional teams to align initiatives with global standards, translating them into pragmatic operational solutions
Partner with business representatives, programme managers, product owners, compliance, and data & technology teams to design, validate, and implement change solutions. Facilitate workshops and influence senior stakeholders to achieve consensus and drive outcomes
Proactively identify, assess, and mitigate risks and issues, ensuring dependencies are managed and programme integrity is maintained
Contribute to resource planning, budget management, and efficient allocation of skills and capacity across projects
Lead initiatives that deliver cohesive change with minimal disruption to business-as-usual activities
Provide data-led expert oversight and check and challenge on business and compliance matters
Identification and assessment of compliance risks through thorough reviews of business activities, changes, processes, testing and systems

What we offer

Hybrid working
Structured approach to hybrid working with fixed 'anchor' days
Supportive and inclusive culture and environment
Commitment to flexible working arrangements
Opportunity to embrace mobility and explore operations

Fulltime

Institutional Investment Operations Representative

Wells Fargo

Location:
India , Bengaluru

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 19, 2026

Expiration:
March 19, 2026

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