Institutional Investment Operations Specialist, Wells Fargo

Wells Fargo

Location:
India, Bengaluru

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Senior Institutional Investment Operations Representative who will be working on institutional trade initiatives, project support, client account onboarding, funding operations, and securities settlement services, among other responsibilities. The role emphasizes process improvement, organizational skills, and expertise in US, European, and Asian market settlement processes.

Job Responsibility:

Participate in lifecycle support tasks for institutional trade initiatives and identify opportunity for process improvements
Assist leadership in bringing individual or teams together in order to resolve complex issues
Assist in client account onboarding, input and monitoring of cash payments, customer service, project support, funding operations, custodial operations, securities settlement services, structured loan operations, general ledger reconciliation, as well as, work to resolve confirmation and ISDA related issue
Provide subject matter expertise on projects along with internal and industry related initiatives
Review and analyze functional operational tasks that require research, evaluation, and exercise independent judgment to guide the deliverable
Present recommendations for resolving complex situations and exercise independent judgement while developing expertise on functions, projects, internal and industry related initiatives
Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

Requirements:

5+ years of Institutional Investment Operations experience
MBA or an advanced degree (or equivalent exp.)
Experience of 5+ years in OTC Derivative Settlements domain which includes Pre-Confirmation, Post Confirmation, Reset advise and Clearing Settlements (LCH, CME and CLS)
Understanding about current Regulations and their impact on OTC market & settlements function
Ability to effectively communicate (written/verbal)
Ability to plan and organize workload within tight deadlines and meeting day-to-day objectives
Should have good understanding of Derivative Rates, Equity, credit and commodity products
Strong interpersonal and influencing skills, with the ability to build strong partnership with business stakeholders and other support functions
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 etc.
Perform process improvement and redesign - proactively identify, analyze and improve existing processes including leading process reengineering initiatives
Should be competent in leading & managing transition of processes from other locations
Strong knowledge of US, European and Asian market settlement processes
Willing to work in US shift

Additional Information:

Job Posted:
May 08, 2025

Expiration:
May 14, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Institutional Investment Operations Specialist

Wells Fargo

Location:India, Bengaluru

Category:Finance

Contract Type:Not provided