Institutional Investment Operations Associate

5 months ago

Hyderabad Telangana, India Wells Fargo Full time

**Department Overview**
- Corporate and Investment Banking (CIB) Securities Shared Services Operations is a cross-functional 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


**Process Overview**
- Operations is responsible for end-to-end client data strategy, data connectivity, data integrity and reporting. We act as data steward for core client & related data elements. It also supports maintaining client data and lifecycle space through system integration, data validation, automation and instituting Lean workflow principles. In addition, provides strategy across the maintenance 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 Securities Shared Services Operations, which is responsible for a wide variety of activities that supports analyzing and maintaining client reference data as part of the Client On-Boarding process. Team member will be working on critical data remediation, root-cause analysis and processing of activities that enables the Onboarding team to achieve operational excellence. 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 within the various Fixed Income products and lines of business we support such as Corporates, High Yield, Mortgages, Agencies, ABS, CMBS, CMO, Money Market, and Repo.

**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.
- 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
- Oversee BAU 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 with onshore Client Data teams to effectively manage and process client data requests
- Develop strong working relationships with Trader Management, Sales, Trading Desks, 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

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