Institutional Investment Operations Representative

5 months ago

Bengaluru Karnataka, India Wells Fargo Full time

**About 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 process specific goals
- Review time sensitive document
- Support audit requirements within the process
- Address compliance and corporate governance issues for the department
- Interact with internal and external customers as per prescribed process or procedure
- Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve process goals
- Execute tasks and perform activities as per direction from leaders and understand function, policies, procedures, and compliance requirements

**Required Qualifications**:

- 2+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

**Desired Qualifications**:

- MBA/ Bachelor's degree in Finance preferred
- 2-4 years of experience in the Pre-Settlements/settlements background
- Ability to demonstrate effective analytical skills /decision making skills
- Energetic individual who can work well under pressure and in a team environment with demanding deadlines
- Ability to identify areas of improvement and also formulate plans that enables positive change within a team environment
- Able to analyze and interpret data from both statistical and process efficiency standpoint

**Job Expectations**:

- Perform Analysis of low Affirmation rates with counterparties and Client Outreach
- Reconcile P&S Breaks, Money only Breaks, SOD Avg Price breaks, Pairo breaks.
- Should be competent in TAT Management, Process Improvements, Audits
- Process/Transactional Level including adherence to SLAs
- Should be willing to work in night shift and also over weekends & US offs i.e. as per business demands
- Ensuring EOD that all queues are cleared/completed as per procedure.
- Understands needs and sensitivities of internal & external clients and proactively ensures these are met.
- Partner with Technology to identify/ resolve system issues and implement system enhancements to increase efficiency.
- Swiftly Identifies potential risks in operational processes; develops and implements controls to mitigate related risk.
- Sound & Strong Knowledge of Pre-Settlements/Settlements and trade life cycle
- Excellent articulation and communication skills (Written & verbal)
- Excellent analytical skills

**Posting End Date**:
**Job posting may come down early due to volume of applicants.**

**We Value Diversity**

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.

**Applicants with Disabilities**

**Drug and Alcohol Policy**

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

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