Institutional Investment Operations Specialist, Wells Fargo

Wells Fargo

Location:
India, Bengaluru

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking an Institutional Investment Operations Specialist to participate in lifecycle support tasks for institutional trade initiatives, identify process improvements, assist in client account onboarding, and provide subject matter expertise on projects and industry initiatives.

Job Responsibility:

Participate in lifecycle support tasks for institutional trade initiatives
Identify opportunity for process improvements
Assist leadership in resolving 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
Resolve confirmation and ISDA related issues
Provide subject matter expertise on projects and internal/industry initiatives
Review and analyze functional operational tasks requiring research and evaluation
Present recommendations for resolving complex situations
Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

Requirements:

2+ years of Institutional Investment Operations experience or equivalent
Bachelor's degree or business-related field strongly preferred
Ability to research, compile, and perform complex analysis on critical operational data
Ability to interact with all levels of an organization
Accurately review and remediate breaks including Dodd Frank, QFC Record keeping, QFC Resolution Stay and MiFID II
Working on daily BAU along with remediation process
2+ years of experience in middle office, collateral, documentation, project management, business operations or strategic planning in financial services
3+ years of management experience
Excellent verbal, written, and interpersonal communication skills
Microsoft Excel spreadsheets experience importing, exporting, formulas, and manipulating data
Experience working with changing priorities and deadlines
Highly motivated with ability to drive results
Highly organized with very strong attention to detail
Excellent presentation skills
Ability to work with impacted areas to understand complex problems
Ability to multi-task, perform under pressure and meet tight deadlines

Additional Information:

Job Posted:
September 10, 2025

Expiration:
September 15, 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:Employment contract