Institutional Investment Operations Associate

6 months ago

Bengaluru Karnataka, India Wells Fargo 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

Desired Qualifications:

- Strategic Execution and Delivery:

- Understand Shared Services divisional priorities; draft and execute the division's target operating model
- Work with Finance partners to review divisional forecasts, budgets, and cost allocation models
- Review and opine on Shared Services' location and offshoring strategy, while focusing on concentration risk
- Perform a "quarterback" role to handhold complex deliverables requiring immediate execution
- Engage with third party vendors, perform assessment for data quality requirements and provide recommendations for investments
- Executive Communication:

- Possess superior verbal and written communication skills
- Collaborate with senior leaders across the Shared Services LOBs globally to create executive ready presentations
- Present information to persuade, educate, and enhance understanding at all levels
- Drive complex issues and deliverables into effective outcome-oriented conversations
- Lead and facilitate cross-operational forums that help identify and solve issues for shared services stakeholders
- Liaise with CIB Control, Compliance, Legal, Technology, Front and Middle Office on enterprise initiatives
- Global Stakeholder Management:

- Maintain a harmonious relationship with global stakeholders, effectively syndicating on relevant issues, influencing to arrive at the right decisions
- Interact and communicate with the business partners / requestors on a regular basis and effectively manage expectations
- Institute sturdy communication channels with business partners to manage escalations and take proactive steps to avoid any form of escalations
- Assist in onboarding new Shared Services teams including setting up processes, procedures, and controls
- Change Leadership:

- Partner with teams within and outside of Shared Services to operationalize regulatory reforms and implement process controls
- Convert business problem statements into cost effective, scalable, reliable & user-friendly solutions
- Lead change initiatives across the division in a seamless manner collaborating with global stakeholders
- Identify opportunities for increasing operational efficiencies
- Measure effectiveness and efficiency of the Operational processes and should be able to drive technological interventions to build scale and efficiency
- Assist in projects on data interfaces between systems such as defining project scope, data requirements and sources/resources
- Participate in projects requiring data cleanups, process improvement analysis and reporting
- Risk & Control Mindset:

- Assist Shared Service line managers to assess, manage and mitigate risk by measuring key risk indicators (KRIs) through developing and maintaining the Risk Quotients (RQ's) and key performance indicators (KPIs) to help the line teams to improve throughput while reducing risk
- Ensure operational practices follow relevant risk standards, policies and regulations to maintain an effective control environment
- Be a steward for the divisional BCP strategy - keep the plan updated and organize periodic dry runs
- Collaborate with Operational Risk, Control Executives and PRE (Process Review and Enhancement) teams to log and monitor Issues and Corrective Actions when operational incidents are identified
- Process Re-engineering:

- Support and manage the delivery of the division's strategic programs in a high quality, cost effective, timely and sustainable manner with risks and issues identified, prioritized, escalated, and managed in a timely and open fashion
- Partner with LOB owners to implement projects that solve key regulatory and operational needs
- Perform root cause analysis to propose ideas that improve front to back processing across the trade lifecycle
- Work on Proof of Concepts (POC's) with third party vendors to determine the path forward on contracts, whilst considering longer term internal strategic solutions
- MBA or an advanced degree

  • Institutional Investment Operations Associate

    5 months ago

    Bengaluru, Karnataka, India Wells Fargo 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...

  • Institutional Investment Operations Associate

    3 months ago

    Bengaluru, Karnataka, India Wells Fargo 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,...

  • Institutional Investment Operations Associate

    3 months ago

    Bengaluru, Karnataka, India Wells Fargo Full time

    **About 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,...

  • Institutional Investment Operations Associate

    3 weeks ago

    Bengaluru, Karnataka, India Wells Fargo 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,...

  • Institutional Investment Operations Associate

    6 months ago

    Bengaluru, Karnataka, India Wells Fargo 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,...

  • Institutional Investment Operations Associate

    5 months ago

    Bengaluru, India Wells Fargo Full time

    **About 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,...

  • Institutional Investment Operations Associate

    6 months ago

    Bengaluru, Karnataka, India Wells Fargo Full time

    **About 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,...

  • Institutional Investment Operations Associate

    5 months ago

    Bengaluru, Karnataka, India Wells Fargo Full time

    **About the Role** Wells 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...

  • Institutional Investment Operations Associate

    5 months ago

    Bengaluru, Karnataka, India Wells Fargo Full time

    **About 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

    3 months ago

    Bengaluru, Karnataka, India Wells Fargo Full time

    **About this role**: Wells Fargo is seeking a Institutional Investment Operations Associate This position is within the Wells Fargo Securities (WFS) Know Your Customer (KYC) Customer Due Diligence (CDD) Onboarding Team. The individual will be responsible for assisting with development of consistent AML/KYC, Compliance, and Operational Risk analysis and the...

  • Institutional Investment Operations Associate

    5 months ago

    Bengaluru, Karnataka, India Wells Fargo Full time

    About 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

    6 months ago

    Bengaluru, India Wells Fargo Full time

    **About 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,...

  • Institutional Investment Services

    3 months ago

    Bengaluru, Karnataka, India State Street Corporation Full time

    Institutional Investment Services - Associate Job Responsibilities: Perform assigned daily operations and processes including, but not limited to: - Perform customized client activities and ad-hoc client requests as appropriate and in conjunction with BU Client Service. - Account Administration including account openings, billing set up, tax reclaims/tax...

  • Institutional Investment Operations Associate

    3 weeks ago

    Bengaluru, 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 tradesAssist with client account onboarding, input and monitoring of cash payments, customer service, funding operations, custodial operations, securities settlement...

  • Institutional Investment Operations Associate

    3 months ago

    Bengaluru, Karnataka, India Wells Fargo Full time

    **About this role**: **In this role, you will**: - ** Settlement Operations**: Manage the end-to-end securities settlement process for fixed income and equities including prematching, settlement monitoring and fail management. - ** Issue Resolution**: Identify, investigate, and resolve discrepancies or settlement failures in a timely manner. Coordinate with...

  • Institutional Investment Operations Representative

    6 months ago

    Bengaluru, Karnataka, India Wells Fargo Full time

    **About this role**: Wells Fargo is seeking an 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...

  • Institutional Investment Operations Specialist

    3 weeks ago

    Bengaluru, Karnataka, India WELLS FARGO BANK Full time

    Job DescriptionWe are seeking a highly skilled Institutional Investment Operations Associate to join our team at Wells Fargo Bank.About this role:This role is responsible for providing operational and customer support for lifecycle tasks for institutional trades, including client account onboarding, cash payments, customer service, funding operations,...

  • Institutional Investment Operations Associate

    6 months ago

    Bengaluru, Karnataka, India Wells Fargo Full time

    About 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 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...

  • Institutional Investment Operations Representative

    3 months ago

    Bengaluru, Karnataka, India Wells Fargo Full time

    **About this role**: Wells Fargo is seeking a highly skilled and experienced professional to work closely with our stakeholders with great execution capabilities in Corporate and Investment Banking. **In this role, you will**: - Perform a variety of operational tasks for routine and medium complex institutional trades that require general knowledge of unit...