Institutional Investment Operations Specialist Job at Wells Fargo (Bengaluru)

New

Senior Institutional Investment Operations Specialist

Location

India , Bengaluru

Salary:

Not provided

Wells Fargo

Expiration Date

May 24, 2026

Requirements

4+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, education
Experience in Institutional Investment Operations, or equivalent demonstrated through one or a combination of the following: Any Graduation / Post Graduation, preferably with Accounting / Finance background

Job Responsibility

Lead or participate in moderately complex initiatives and deliverables
Contribute to large scale planning related to process, procedures and efficiencies with internal and industry related initiatives
Identify and recommend opportunities for process improvement and risk control development
Provide leadership to bring groups together to resolve multi-faceted complex issues
Serve as a leader on projects along with internal and industry related initiatives
Review and analyze complex functional and operational tasks that require in-depth evaluation
Exercise independent judgment and resolution to guide the deliverable
Resolve moderately complex issues
Lead team to meet functional area projects, and process deliverables
Leverage solid understanding of functions, policies, procedures and compliance requirements

Fulltime

Senior Institutional Investment Operations Specialist

Wells Fargo is seeking a Senior Institutional Investment Operations Specialist t...

Location

India , Bengaluru

Salary:

Not provided

Wells Fargo

Expiration Date

May 30, 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

Lead end-to-end lifecycle support across Institutional Investment Banking Operations, including trade processing, settlements, funding, custody, asset servicing, and reconciliations
Drive operational transformation using ETL and automation tools such as Alteryx, Xceptor, Power Automate, Power Apps, and related platforms
Design, develop, and govern data pipelines, operational dashboards, and analytics solutions using Tableau, Power BI, and enterprise data sources
Apply AI and advanced analytics (eg, intelligent document processing, predictive analytics, anomaly detection) to improve accuracy, efficiency, and risk controls
Manage and optimize client onboarding, cash and payments processing, securities settlement, custodial operations, structured products, and general ledger reconciliations
Lead or participate in complex, cross-functional initiatives spanning operations, technology, risk, and compliance
Identify, assess, and implement opportunities for process optimization, straight-through processing (STP), and control enhancements
Provide thought leadership and execution oversight for large-scale efficiency, automation, and transformation programs
Review and analyze complex operational workflows, data flows, and control frameworks requiring in-depth evaluation and judgment
Exercise independent judgment to resolve complex operational, data, or technology issues

Fulltime

!

Senior Institutional Investments Operations Specialist

Wells Fargo is seeking a Senior Institutional Investment Operations Specialist f...

Location

United States , Charlotte

Salary:

Not provided

Wells Fargo

Expiration Date

Until further notice

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

Support firm-wide regulatory reporting obligations and associated operational control processes
Execute daily, monthly, and quarterly regulatory reconciliations, including break identification, investigation, and remediation
Investigate, document, and resolve reporting discrepancies between internal systems and external repositories
Validate regulatory reporting outputs against applicable regulatory requirements and underlying booking models
Support CFTC and other applicable regulatory reporting obligations
Maintain robust operational controls to ensure regulatory compliance, data integrity, and reporting accuracy
Escalate aging breaks, control deficiencies, and systemic risks in line with established governance standards
Support issue, incident, and corrective action management, including root cause analysis and remediation tracking through closure
Produce audit-ready documentation, supporting evidence, and key reporting metrics
Support Internal Audit, Compliance Testing, and regulatory examinations

Fulltime

Manager, Annuity Product Specialist Team

This role leads the annuity product specialist team and coordinates with other f...

Location

United States , Saint Petersburg

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

Bachelor's degree in finance or a related field
Minimum of six (6) years' experience in the financial services industry
Existing knowledge on the strategies and products offered on the insurance solutions annuity platform
SIE required
Series 7 required
Life & Variable Annuities License required
Advanced knowledge to lead associates that educate financial advisors on multiple investment products
Knowledge of packaged insurance, annuity and investment products and securities markets
Knowledge of concepts, practices, and procedures of product development and management in a financial services/broker-dealer environment
Knowledge of principles of banking and finance and securities industry operations

Job Responsibility

Manage a team of product specialists to define and/or adapt financial product offers to meet the needs of a market segment or customer
Lead the annuity product specialist team and coordinate with other functional teams to provide clients with a platform of packaged product investment solutions
Acquire and maintain product & strategy knowledge to inform advisors and clients on products and services
Participate in various product related initiatives including marketing, product development, and service initiatives
Represent the Raymond James platform in meetings with advisors, clients, and product partners
Demonstrate a commitment to creating an environment consistent with the firm's core values
Lead the internal product support teams responsible for educating advisors and clients
Assist the Director, Internal Institutional Annuity Distribution in the management of the Internal Annuity Consultant team
Transfer product knowledge and expertise by communicating with and educating other teams
Represent Insurance Solutions in recruiting "home office visits" and client visits

Fulltime

Private Credit Data Operations Specialist

The Private Credit Data Operations Specialist is responsible for assisting in th...

Location

United States , Atlanta

Salary:

75000.00 - 100000.00 USD / Year

Voya Financial

Expiration Date

Until further notice

Requirements

Bachelor's degree in Finance, Accounting, or related field with 3-5 years minimum financial data experience, preferably in asset management, accounting, audit, or capital markets
Strong fixed income knowledge required and fixed income experience a plus
Expect pursuit of CFA Investment Foundations designation
Excellent verbal and written communications skills with a passion for fixed income investing and attention to detail
Exceptional analytical skills, with the ability to analyze, organize and visualize data to support Voya's fixed income strategies
Deep knowledge of Excel and PowerPoint required, and experience with WebFocus or programing a plus
Strong interpersonal skills with ability to engage with many individuals throughout the organization
Career interest as a data analyst in investment management with good comfort interfacing with internal and/or external clients
Background in CPA or CFA preferred
Ability to multi-task and work in a high-paced, team-oriented environment

Job Responsibility

Performing as a core part of IM's Private Credit Portfolio Management and Investment team, the data analyst will be responsible for data and data projects to support both internal and external clients
Supporting client portfolio management responsibilities, including preparing materials to support making investment decisions on behalf of external clients following stated investment guidelines, helping with data to maintain client portfolios, helping track and ensure portfolios remain in compliance, and other data tracking regarding on-going production and investment results
Responsible for onboarding new client relationships across the team's proprietary portfolio management systems
Supporting data analysis for internal and external clients regarding capital market analysis, individual portfolio holding updates, and portfolio performance
Contributing to quarterly client portfolio review meetings by reviewing and ensuring that data in presentations is correct and providing additional customized responses and answers in timely fashion for any ad-hoc client requests
Assist the Senior Private Credit Client Portfolio Managers in gathering and analyzing product and capital markets data, assembling support materials including commentaries, presentation books and various marketing and communication pieces
Assist Institutional Insurance Solutions Sales team in curating customized report requests and pitch books for potential client mandates
Partnering with marketing and communications to assist in a high-quality investment product and client content creation and distribution
Ongoing project coordination and communications regarding data with all parts of the organization including portfolio management, marketing and communications, operations, and IT, legal and compliance and IM's institutional distribution teams
Assist the dedicated Private & Alternative CPMs with internal and external client inquiries including customized reports, ad-hoc client requests, and RFPs with strict deadlines

What we offer

Health, dental, vision and life insurance plans
401(k) Savings plan – with generous company matching contributions (up to 6%)
Voya Retirement Plan – employer paid cash balance retirement plan (4%)
Tuition reimbursement up to $5,250/year
Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day
Paid volunteer time — 40 hours per calendar year

Fulltime

Vp - insurance and funds coverage, international corporate bank

This is an exciting opportunity to join Barclays as an VP - Insurance and Funds ...

Location

Singapore , Singapore

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Minimum of 8 years of experience of ICB relationship coverage, delivering corporate banking products and services to insurance and funds clients
Excellent corporate finance, credit and treasury services expertise and transaction execution skills
Well-established C-Suite / Senior Treasury decision maker level relationships
Local / regional market experience of covering clients in this sector
Originator with an ability to independently lead and drive your own portfolio
Good understanding of Transaction Banking products as well as credit risk and lending experience
Excellent communication and presentation skills
Legal Right to Work in Singapore (if required, must be declared)

Job Responsibility

Build and maintain relationships with customers, clients, stakeholders, and strategic partners
Drive business growth through effective relationship-building and delivering tailored solutions
Be the Relationship Management Lead for institutional clients across Insurance Companies, Insurance Brokers, Reinsurers, Funds & Asset Managers and global players operating in SG as well as SG Headquartered names
Deliver a broad range of corporate and investment banking solutions
Idea generation, business development
Collaborate with coverage partners across geographies and time zones
Management of client relationships to identify the clients financial goals, challenges, and risk tolerance
Support the analysis of data obtained from various sources to identify trends, insights, areas for improvement and additional services
Research and understanding of the client's industry trends, regulatory landscape, and competitive environment
Design of customised solutions that address the client's specific needs and objectives

What we offer

Structured hybrid working with fixed 'anchor' days onsite
Supportive and inclusive culture and environment
Opportunity to explore flexible working arrangements
Office designed to optimise colleague well-being
Integrated live-work-play development with shops, restaurants, gyms and an alfresco dining area

Fulltime

Treasury Specialist

Shopify is building a Money Movement Platform that spans licensed entities acros...

Location

Luxembourg , Luxembourg

Salary:

Not provided

Shopify

Expiration Date

Until further notice

Requirements

Direct experience inside a CSSF- or FCA-regulated payments firm, Electronic Money Institution, or bank
Working knowledge of PSD2, the Luxembourg Payment Services Law, and the EMI regulatory framework including safeguarding, capital adequacy, and CSSF reporting obligations
Eligibility and willingness to be assessed as fit and proper by the CSSF as a named Approved Person Experience owning daily safeguarding reconciliation, including multi-currency account structures
Sound judgment under operational pressure: experience handling payment failures, safeguarding shortfalls, or reportable events
Fluent in English

Job Responsibility

Run day-to-day treasury operations including fund flows, bank account management, and payment processing across Shopify's European businesses
Resolve same-day money movement issues as the primary on-the-ground point of contact for Europe-specific operational problems
Monitor capital adequacy, liquidity buffers, and own-funds governance in line with EMI prudential requirements
Identify and drive automation opportunities across treasury reporting, reconciliation, and forecasting workflows
Serve as the CSSF-designated Approved Person for Shopify's Luxembourg EMI and own the primary finance relationship with the CSSF
Run daily safeguarding operations: ensure client funds are segregated in qualifying accounts, reconciled against payment liabilities each day, and that the safeguarded fund investment account is managed in line with the permitted investment policy
Partner with Legal and Compliance to prepare regulatory reports and maintain the safeguarding resolution pack and supporting documentation
Build and own treasury controls, reconciliation procedures, and reportable event playbooks aligned with regulatory requirements
Serve as Shopify's primary contact for European banking partners: open and manage accounts, monitor counterparty credit, and maintain operational relationships that keep payments moving
Support treasury flows for new payment corridors and products

Fulltime

Chief Librarian

The Chief Librarian will provide strategic leadership for the University Library...

Location

India , Mumbai

Salary:

Not provided

Emeritus

Expiration Date

Until further notice

Requirements

5–6 years’ experience in a senior role within an academic or research library
Experience delivering high-quality library services in a higher education environment
Demonstrated ability to promote library services and build engagement with academic users
Experience leading library services through a growth or development phase
Experience scaling collections and services in line with institutional priorities
Experience working with diverse stakeholders including international partners
Experience implementing library systems including: library management systems, resource discovery systems, metadata management platforms
Ability to respond to technological developments in academic libraries
Strong customer-focused approach to service delivery
Postgraduate qualification in Library and Information Science or equivalent

Job Responsibility

Ensure all library users (students, faculty and staff) have seamless access — including remote access — to library services and content supporting teaching, learning and wider reading
Lead the development of the library’s collections across formats including print, manuscripts, electronic resources and multimedia
Work in consultation with University of York library colleagues to align standards and resources where appropriate
Build relationships with publishers, agents, consortia and digital hosts to secure effective subscriptions
Resolve access issues related to online resources and print supply
Raise awareness among academic staff about new journals, databases and scholarly resources
Lead resource selection and deselection in consultation with stakeholders, while monitoring return on investment
Develop and maintain library policies including: circulation, digital access, collection development
Establish standard operating procedures for acquisition, cataloguing and archiving
Monitor and manage collection development budgets

Fulltime

Select Country

Institutional Investment Operations Specialist

Wells Fargo

Location:
India , Bengaluru

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
May 05, 2026

Expiration:
May 10, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Institutional Investment Operations Specialist

Senior Institutional Investment Operations Specialist

Senior Institutional Investment Operations Specialist