Institutional Investment Operations Associate
2 weeks ago
NYSE:
WFC) is a leading global financial services company headquartered in San Francisco (United States). Wells Fargo has offices in over 30 countries and territories. Our business outside of the U.S. mostly focuses on providing banking services for large corporate, government and financial institution clients.
We have worldwide expertise and services to help our customers improve earnings, manage risk, and develop opportunities in the global marketplace.
Our global reach offers many opportunities for you to develop a career with Wells Fargo. Join our diverse and inclusive team where you will feel valued and inspired to contribute your uniqueskills and experience. We are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
About Wells Fargo India & Philippines
- Wells Fargo India & Philippines (WFI&P) enables global talent capabilities for Wells Fargo & Company, by supporting over half of Wells Fargo's business lines and staff functions across Technology, Business Services, Risk Services and Knowledge Services. WFI&P operates in Hyderabad, Bengaluru and Chennai in India and in Manila, Philippines. Learn more about WFI&P at our International Careers website.
- Corporate and Investment Banking (CIB) Securities Shared Services Operations is a crossfunctional group of teams that provide support for CIB-Markets and the broader Wells Fargo organization. Shared Services are the owners and stewards of both client and reference data with a focus on operational excellence and superior client service. The Shared Services Client Data & Onboarding team is focused on data and documentation gathering that is necessary to onboard new clients, maintain client accounts and support the client throughout the lifecycle of the relationship. The team interacts with all departments within Capital Market Sales as well as Compliance, Settlement Operations, AML/KYC, Middle Office and Credit.
- The Client Onboarding process covers the endtoend document collection and validation, client data strategy, data connectivity, configuration, data integrity and reporting. We act as stewards over the onboarding process playing a critical role throughout the lifecycle of the onboarding of the clients. In addition, the team provides strategic direction across the onboarding space that focuses on enhancing existing processes while mitigating risk and leveraging vendor solutions, where applicable.
Our teams work closely across the firm to develop and deliver new products and services, while mitigating operational risk and enhancing the client experience.
We drive process and technology change to scale and automate our businesses.To summarize, for every new product launched and every trade executed, it is Operations that develops and manages the processes and controls that enable business flow.
About the Role-
Wells Fargo is seeking a Institutional Investment Operations Associate.
Team Member will be part of the Onboarding Client Facilitation team, which is responsible for a wide variety of activities that supports collecting, analyzing and maintaining client data as part of the Client On-Boarding process.
Team members will be working on providing support for business lines such as FX, Rates, Equities, Fixed Income, Futures and Prime Services supporting the various stages of the onboarding process.
Team members will be expected to complete various data capture and processing tasks to onboard clients through the various internal systems used to support client setup and trading activity.
By ensuring accuracy and timeliness of data, we facilitate the business in achieving knowledge of products, markets and market related setups.
You will also drive initiatives and provide solutions that will have an impact on client experience and risk mitigation.This role will also co-ordinate with the front office directly.
The role will be the central point of contact across operational and front office teams to complete and report on various stages of the onboarding process.
The Facilitator will gather evidence of customer profile via documentary or non-documentary means utilizing both in-house and external sources.They will initiate the Client Onboarding process by entering data into the client onboarding system and share documents with internal teams such as the Documentation, AML and Credit teams.
The facilitator will track progress and provide status of onboarding request to the request initiator.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
-
Institutional Investment Operations Associate
2 weeks ago
Bengaluru, Karnataka, India WELLS FARGO BANK Full timeAbout this role:Wells Fargo is seeking an 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...
-
Institutional Investment Operations Associate
2 weeks ago
Bengaluru, Karnataka, India WELLS FARGO BANK Full timeAbout this role:Wells Fargo is seeking an 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...
-
Institutional Investment Operations Associate
2 weeks ago
Bengaluru, Karnataka, India Wells Fargo Full timeAbout this role:Wells Fargo is seeking an 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...
-
Institutional Investment Operations associate
2 weeks ago
Bengaluru, Karnataka, India WELLS FARGO BANK Full timeAbout this role: Wells Fargo is seeking an Institutional Investment Operations AssociateIn 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...
-
Institutional Investment Operations Associate
2 weeks ago
Bengaluru, Karnataka, India Wells Fargo Full timeAbout 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...
-
Institutional Investment Operations Associate
2 weeks ago
Bengaluru, Karnataka, India Wells Fargo Full timeAbout the RoleWells Fargo is seeking a Institutional Investment Operations Associate. Performs a variety of operational tasks from simple or routine tasks in Foreign exchanges or cash related transactions and Process relating to FX Settlements Process. You will interact closely with external clients, US stakeholders and US team members on daily basisIn this...
-
Institutional Investment Operations Associate
2 weeks ago
Bengaluru, Karnataka, India Wells Fargo Full timeAbout this role:Wells Fargo is seeking an 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...
-
Institutional Investment Operations Associate
2 weeks ago
Bengaluru, Karnataka, India WELLS FARGO BANK Full timeAbout 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 tradesAssist with client account onboarding, input and monitoring of cash payments, customer service, funding operations, custodial operations, securities settlement...
-
Institutional Investment Operations Associate
2 weeks ago
Bengaluru, Karnataka, India WELLS FARGO BANK Full timeAbout this role:Wells Fargo is seeking a Institutional Investment Operations Associate.The Transaction Reporting Team resides within the Middle Office. Regional trading volume growth, expansion into new markets and the increasing rigor of regional regulations has led to the expansion opportunities for the team.The transaction reporting function are...
-
Institutional Investment Operations Associate
2 weeks ago
Bengaluru, Karnataka, India WELLS FARGO BANK Full timeAbout Wells Fargo - Wells Fargo & Company (NYSE: WFC) is a leading global financial services company headquartered in San Francisco (United States). Wells Fargo has offices in over 30 countries and territories. Our business outside of the U.S. mostly focuses on providing banking services for large corporate, government and financial institution clients. We...
-
Institutional Investment Operations Associate
2 weeks ago
Bengaluru, Karnataka, India WELLS FARGO BANK Full timeAbout Wells Fargo - Wells Fargo & Company (NYSE:WFC) is a leading global financial services company headquartered in San Francisco (United States). Wells Fargo has offices in over 30 countries and territories. Our business outside of the U.S. mostly focuses on providing banking services for large corporate, government and financial institution clients. We...
-
Bengaluru, Karnataka, India WELLS FARGO BANK Full timeAbout this role: Wells Fargo is seeking a 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 systems Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve...
-
Bengaluru, Karnataka, India Wells Fargo Full timeAbout this role:Wells Fargo is seeking a Institutional Investment Operations Representative.In 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 systems Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve...
-
Institutional Investment Operations Specialist
2 weeks ago
Bengaluru, Karnataka, India WELLS FARGO BANK Full timeAbout this role:Join Wells Fargo as an Institutional Investment Operations Specialist.Key Responsibilities:Support Reference Data & broader Wells Fargo organization.Utilize SQL Server, Tableau, Excel for end user reports.Deep data analysis & reporting on Client requirements.Maintain knowledge on finance & regulatory impacts.Face-off to global business &...
-
Bengaluru, Karnataka, India WELLS FARGO BANK Full timeAbout 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 systems Provide ideas for improving or implementing processes Perform moderately complex duties such as processing, researching...
-
Investment Banking Associate
2 weeks ago
Bengaluru, Karnataka, India Indium Capital Advisors Full timeIndium Capital - Investment Banking Sr Associate/Associate - IIM/ISM/FMS/MDI (2-5 years)Indium Capitalis a Bangalore based Investment Bank operating since May 2014. We focus on Healthcare and Digital/Technology sectors and have a cumulative team experience of 50+ deals with total transaction value over $1 billion. Our focus is the mid-market with typical...
-
Investment Banking Associate
2 weeks ago
Bengaluru, Karnataka, India Indium Capital Advisors Full timeIndium Capital - Investment Banking Sr Associate/Associate - IIM/ISM/FMS/MDI (2-5 years) Indium Capital is a Bangalore based Investment Bank operating since May 2014.We focus on Healthcare and Digital/Technology sectors and have a cumulative team experience of 50+ deals with total transaction value over $1 billion.Our focus is the mid-market with typical...
-
Bengaluru, Karnataka, India WELLS FARGO BANK Full timeAbout this role: Wells Fargo is seeking a Senior Institutional Investment Operations Representative. 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...
-
Investment Banking Associate
2 weeks ago
Bengaluru, Karnataka, India Indium Capital Advisors Full timeIndium Capital - Investment Banking Sr Associate/Associate - IIM/ISM/FMS/MDI (2-5 years) Indium Capital is a Bangalore based Investment Bank operating since May 2014. We focus on Healthcare and Digital/Technology sectors and have a cumulative team experience of 50+ deals with total transaction value over $1 billion. Our focus is the mid-market with typical...
-
Bengaluru, Karnataka, India WELLS FARGO BANK Full timeAbout this role:Wells Fargo is seeking a Institutional Investment Operations Representative.In 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...
