Current jobs related to Institutional Investment Operations Associate - Hyderabad, Telangana - WELLS FARGO BANK

  • Institutional Investment Operations Associate

    4 weeks ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking an Institutional Investment Operations Associate to work on the Shared Services Output Management team as part of Corporate and Investment Banking (CIB) Operations.This team supports the output of customer account trade confirmations and statements.In this role, you will:Act as a liaison between Wells Fargo and the...

  • Institutional Investment Operations Associate

    4 weeks ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking an Institutional Investment Operations Associate. This role supports the oversight and control of Non-Financial Regulatory Reporting (NFRR) by importing, maintaining, analyzing, and reporting data for assigned areas of Non-Financial Regulatory Reporting (NFRR) using multiple databases and business intelligence tools....

  • Institutional Investment Operations Associate

    4 weeks ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking an Institutional Investment Operations Specialist. Operations Shared Services team is a cross-functional group of teams that provide support for Reference Data as well as the broader Wells Fargo organization. The Shared Services organization aims to be the owners and stewards of both client and product data with a focus...

  • Institutional Investment Operations Specialist

    4 weeks ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking an Institutional Investment Operations Specialist. This role supports the oversight and control of Non-Financial Regulatory Reporting (NFRR) by importing, maintaining, analyzing, and reporting data for assigned areas of Non-Financial Regulatory Reporting (NFRR) using multiple databases and business intelligence tools....

  • Institutional Investment Operations Specialist

    3 weeks ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking an Institutional Investment Operations Specialist. This role supports the oversight and control of Non-Financial Regulatory Reporting (NFRR) by importing, maintaining, analyzing, and reporting data for assigned areas of Non-Financial Regulatory Reporting (NFRR) using multiple databases and business intelligence tools....

  • Institutional Investment Operations Representative

    4 weeks ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking an Institutional Investment Operations RepresentativeIn this role, you will:Perform a variety of operational tasks for routine and medium complex institutional trades that require general knowledge of unit functions and systemsCollaborate and consult with peers, colleagues, and managers to resolve issues and achieve...

  • Senior Institutional Investment Operations Representative

    2 weeks ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a Senior Institutional Investment Operations Representative.In this role, you will:Perform a variety of operational tasks for complex institutional trades or process extensive knowledge of systemsProvide ideas for improving or implementing processesPerform moderately complex duties such as processing, researching...

  • Senior Institutional Investment Operations Representative

    4 weeks ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a Senior Institutional Investment Operations Representative.In this role, you will:Perform a variety of operational tasks for complex institutional trades or process extensive knowledge of systemsProvide ideas for improving or implementing processesPerform moderately complex duties such as processing, researching...

  • Investment Operations Specialist

    4 days ago

    Hyderabad, Telangana, India Resolute Corp Full time

    Job SummaryWe are seeking a highly skilled Investment Operations Associate to oversee the efficient management of operational processes supporting our investment team. The ideal candidate will handle all administrative aspects of investment operations, ensuring smooth execution of transactions, monitoring portfolio performance, and maintaining accurate...

  • Senior Institutional Investment Operations Specialist

    4 weeks ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a...In this role, you will:Assist in lifecycle support for institutional trade flow. Manage client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, general ledger reconciliation, as well as, work to resolve...

  • Senior Institutional Investment Operations Representative

    3 weeks ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a Senior Institutional Investment Operations Representative.In this role, you will:Perform a variety of operational tasks for complex institutional trades or process extensive knowledge of systemsProvide ideas for improving or implementing processesPerform moderately complex duties such as processing, researching...

  • Associate Manager

    3 hours ago

    Hyderabad, Telangana, India MN Investment n Financial Services Full time

    MN Investment N Financial ServicesWe are looking for aggressive and passionate people for Sale and Marketing of Residential Open Plot Projects on all National Highways abutting HyderabadWe are Hiring for the Associate Marketing Manager Role.A profile with Exponential Financial Growth, rewarding career with recognition across National and International...

  • Investment Operations Specialist

    2 days ago

    Hyderabad, Telangana, India Resolute Corp Full time

    At Resolute Corp, we are seeking a highly skilled Investment Operations Associate to join our team. The ideal candidate will possess strong analytical and problem-solving skills, with the ability to work collaboratively in a team environment while managing multiple tasks.Key Responsibilities:Ensure timely and accurate trade execution across multiple asset...

  • Associate Manager

    2 weeks ago

    Hyderabad, Telangana, India MN Investment n Financial Services Full time

    MN Investment N Financial ServicesWe are looking for aggressive and passionate people for Sale and Marketing of Residential Open Plot Projects on all National Highways abutting HyderabadWe are Hiring for the Associate Marketing Manager Role.A profile with Exponential Financial Growth, rewarding career with recognition across National and International...

  • Associate Manager

    2 weeks ago

    Hyderabad, Telangana, India MN Investment n Financial Services Full time

    MN Investment N Financial ServicesWe are looking for aggressive and passionate people for Sale and Marketing of Residential Open Plot Projects on all National Highways abutting HyderabadWe are Hiring for the Associate Marketing Manager Role.A profile with Exponential Financial Growth, rewarding career with recognition across National and International...

  • Investment Support Associate

    6 days ago

    Hyderabad, Telangana, India Resolute Corp Full time

    About the RoleResolute Corp is seeking an Investment Support Associate to join our team. As a key member of our investment operations team, you will play a crucial role in ensuring the smooth execution of transactions, monitoring portfolio performance, and maintaining accurate records.This role requires collaboration with internal teams and external...

  • Associate Manager

    2 weeks ago

    Hyderabad, Telangana, India MN Investment n Financial Services Full time

    MN Investment & Financial Services seeks aggressive and passionate individuals for Sales and Marketing of Residential Open Plot Projects on National Highways abutting Hyderabad. Associate Marketing Manager Role This is a full-time position offering an Exponential Financial Growth, rewarding career with recognition across National and International platforms....

  • Financial & Investment Advisor

    1 week ago

    Hyderabad, Telangana, India Juluri Developers Full time

    Financial & Investment Consultant Role We are seeking a Financial & Investment Consultant with a strong network of High Net worth Individuals, Non-Resident Indians, and institutional investors to secure funding for our company's investment initiatives. Key Responsibilities: Utilize existing investor networks to attract funding and secure strategic...

  • Financial & Investment Advisor

    1 week ago

    Hyderabad, Telangana, India Juluri Developers Full time

    Role: Financial & Investment Consultant (Strategic Funding Partner)Engagement Type: Consultant / Strategic Partnership (Performance-Based Compensation)Location: Flexible / RemoteCompensation Model: Success-based Fee / Commission / Retainer + IncentivesRole Overview:We are seeking a Financial & Investment Consultant with a strong network of High Net worth...

  • Associate vice president investment banking

    21 hours ago

    Hyderabad, Telangana, India Talent Corner HR Services Pvt Ltd Full time

    Job Role: Associate Vice President – Investment BankingAbout the Role:As an Associate Vice President – Investment Banking, you will be responsible for managing theInvestment Banking team, Debt syndication, independently handling clients, and overseeing theexecution of fundraising (Debt) and M&A activities. Your experience and expertise will be pivotal...

Institutional Investment Operations Associate

4 weeks ago

Hyderabad, Telangana, India WELLS FARGO BANK Full time
About this role:

Wells Fargo is seeking a Institutional Investment Operations Associate

In this role, you will:
  • Provide operational and customer support for lifecycle tasks for institutional trades
  • Assist with client account onboarding, input and monitoring of cash payments, customer service, funding operations, custodial operations, securities settlement services, asset servicing structured loan operations, general ledger reconciliation and work to resolve confirmation and ISDA related issues
  • Assist in gathering data to support resolution of issues
  • Receive direction from manager and exercise judgment within defined parameters of the area while developing understanding of various functions, policies and procedures
  • Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
Required Qualifications:
  • 6+ months of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Responsibilities -
  • Work has a case operator, to submit requests to internal client onboarding teams
  • Understand and implement client's requirement by liaising with internal and external counterparties to ensure seamless transition and onboarding.
  • Coordinate and manage tasks across a multi-disciplined team to ensure all operational information relating to an account event is received and systems are set up prior to account trading activity
  • Providing effective thought leadership in navigating evolving industry trends, client needs, business growth, financial regulatory landscape and helping to develop solutions to build appropriate architecture
  • Complete BAU responsibilities and identify process enhancement opportunities
  • Request management and delegation to downstream partners
  • Support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture
  • Working cohesively with U.S. Client Facilitation teams to effectively manage and process client data requests
  • Develop strong working relationships with Sales, Trading Desks, Collateral, Client Accounts, CDD, and other onboarding teams
  • Ensure and Adhere to the Regulatory Reporting standards, policies and procedures
  • Become a risk manager by ensuring data integrity and challenging where required
  • Engage in opportunities to review processes, analyze information, make decisions and recommendations and implement and monitor procedures
  • Independently research and analyze regulatory reporting requirements and other financial documents
  • Provide reporting to senior leadership and produce insightful analyses of the business upon request for management
Preferred Skills-
  • Previous experience of 6 + in a similar on-boarding team or any one or more Client Onboarding process i.e., KYC / CDD > Credits > Legal > Regulatory Due Diligence > Documentation > Account opening / Maintenance
  • Strong Knowledge of the banking regulatory reporting rules and regulations including FINRA, Qualified Financial Contracts and Dodd Frank regulations
  • Understanding of client onboarding documentation, including working knowledge of requirements driving KYC/CDD/EDD, AML, Tax, regulatory & ISDA documentation
  • Ability to independently research and analyze regulatory reporting requirements and other financial documents
  • Extensive knowledge and understanding of loan, securities and derivative products
  • Advanced knowledge of trade processing life-cycle
  • Advanced knowledge of the Microsoft applications including Excel, Access Database and Tableau
  • Excellent teamwork skills
  • Familiar with market utility vendors such as Markit and OMGEO to collect and analyze client onboarding documents and requirements
  • Strong Analytic ability, with high attention to detail, accuracy and strong problem solving skills
  • Ability to communicate (written/verbal) effectively at all organizational levels
  • Excellent Interpersonal skills - ability to build relationships
  • Ability to plan and organize workload within tight deadlines, meeting day-to-day objectives as well as longer term strategic goals
  • Perform analysis of, and make recommendations on functionality/efficiency of established controls and processes to ensure appropriate risk based operational procedures are in place and are meeting regulatory requirements/expectation
Essential Qualifications-
  • Bachelor's degree in Accounting, Finance, or a business-related field is strongly preferred
  • Previous experience in Operations and/or Financial Services industry
  • Relevant work experience in one or a combination of the following: middle office, collateral, documentation, client onboarding, project management, business operations, strategic planning in financial services, regulatory oversight, AML/KYC, US tax regime & compliance and SSI setup
  • Excellent communication skills both written and verbal
  • Knowledge and understanding of Excel, PowerPoint, Word and adaptability to other software products
  • Ability to research, compile, and perform complex analysis on critical operational data
  • Be highly collaborative and team-oriented
  • Demonstrate strong analytical and interpersonal skills
  • Ability to work with impacted areas to understand complex problems
  • Ability to work in a fast-paced, team oriented environment
  • Strong multi-tasking abilities in a high performance, high demand environment
  • Ability to think strategically, drive consensus and influence decision making
Posting End Date:
9 Mar 2025
*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.