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Wells Fargo Logo Wells Fargo · IT - Administration

Senior Institutional Investment Operations Specialist

India, Bengaluru Employment contract · Job Posted May 05, 2026

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Job Description

Wells Fargo is seeking a Senior Institutional Investment Operations Specialist to drive operational excellence, digital transformation, and intelligent automation across Institutional Investment Banking Operations. This role combines deep operations expertise with strong hands-on experience in ETL, analytics platforms, Power Platform, and applied AI to deliver scalable, compliant, and value-driven solutions

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
  • Serve as a senior project leader across internal and industry-wide initiatives
  • Partner with stakeholders across Operations, Technology, Risk, Compliance, and Business to achieve strategic objectives
  • Mentor, coach, and develop analysts and junior team members, fostering a strong automation and analytics culture

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

Nice to have

  • Experience in Investment Banking or Capital Markets Operations (eg, Securities Ops, Funding Ops, Middle office)
  • Advanced expertise in Alteryx, Xceptor, Tableau, Power BI, Power Automate, and Power Apps
  • Experience applying AI/ML or intelligent automation within operations
  • Strong experience in operations transformation, process re-engineering, or automation initiatives
  • Hands-on or leadership experience with ETL, workflow automation, or analytics tools (eg, Alteryx, Xceptor, Power Platform, Tableau, Power BI)
  • Proven ability to lead complex initiatives, influence stakeholders, and deliver measurable outcomes
  • Strong understanding of operational risk, regulatory controls, SOX, audit, and compliance frameworks
  • Experience leading large-scale transformation, efficiency, or cost-save programs
  • Excellent stakeholder management, communication, and executive presentation skills
  • Prior experience mentoring teams and building analytics or automation capabilities
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