Institutional Investment Operations Associate

1 week ago

Hyderabad Telangana, 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 Qualification**:

- MBA or an advanced degree (or equivalent exp.)
- 6+Months of experience in OTC Derivative Confirmation
- Strong interpersonal and influencing skills, with the ability to build strong partnership with business stakeholders and other support functions
- Strong organizational and project management skills with demonstrated ability to manage expectations and deliver on commitments
- Experience of working across one or more geographic territories or regions.
- Must be a good team player with a high degree of flexibility, prepared to work in a deadline-driven and fast-paced environment
- Experience of working with senior leaders cutting across Technology, Operations and Strategy functions is an added advantage
- Understands Derivatives trade life cycle and associated functions
- ISDA definitions
- Excellent internal/external client handling 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.

**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.

  • Institutional Investment Operations Associate

    5 months ago

    Hyderabad, Telangana, India Wells Fargo Full time

    **About this role**: Wells Fargo is seeking a Institutional Investment Operations Associate role **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

    Hyderabad, Telangana, 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

    Hyderabad, Telangana, 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

    Hyderabad, Telangana, 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

    4 weeks ago

    Hyderabad, Telangana, India Wells Fargo Full time

    **About this role**: Wells Fargo is seeking a Institutional Investment Operations Associate. Team Member will be part of Client Data Lifecycle Management (CDLM), which is responsible for a wide variety of activities that supports analyzing and maintaining client reference data to ensure Data Quality standards are maintained on our System of Records (SoR)....

  • 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...

  • Institutional Investment Operations Associate

    5 months ago

    Hyderabad, Telangana, India Wells Fargo Full time

    **About this role**: Wells Fargo is seeking a Institutional Investment Operations Associate **In this role, you will**: - To manage the activity of the UAT testers to ensure that the system functionality is fully tested within project timescales and to a high quality. - Execute all tests within agreed timescales & as per calendar. - Undertake regression...

  • Institutional Investment Operations Representative

    5 months ago

    Hyderabad, Telangana, 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 Associate

    3 months ago

    Hyderabad, Telangana, India Wells Fargo Full time

    **About this role**: Wells Fargo is seeking a Team member is responsible to perform daily manual adjustment to ensure the system readiness for margining activity. Team is also responsible to all the functions of New Business team which includes Updating Index Rates, Securities pricing updates, reviewing and reporting exceptions, performing various...

  • Institutional Investment Operations Associate

    1 week ago

    Hyderabad, India WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a Institutional Investment Operations AssociateIn 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 Representative

    5 months ago

    Hyderabad, Telangana, 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 Specialist

    3 weeks ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this role:We are seeking a highly skilled Institutional Investment Operations Associate to join our team at Wells Fargo Bank. As a key member of our Client Data Lifecycle Management (CDLM) team, you will play a critical role in ensuring the accuracy and timeliness of client reference data, supporting data quality standards, and facilitating business...

  • Institutional Investment Operations Specialist

    3 weeks ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this role:We are seeking a highly skilled Institutional Investment Operations Associate to join our team at Wells Fargo Bank. As a key member of our Client Data Lifecycle Management (CDLM) team, you will play a critical role in ensuring the accuracy and timeliness of client reference data.Key Responsibilities:Provide operational and customer support...

  • Institutional Investment Operations Specialist

    3 weeks ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this RoleWe are seeking a highly skilled Institutional Investment Operations Representative to join our team at Wells Fargo Bank. As a key member of our operations team, you will be responsible for ensuring the smooth operation of our institutional investment operations, including derivatives confirmation, risk management, and financial reporting.Key...

  • Institutional Investment Operations Expert

    3 weeks ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking an Institutional Investment Operations Specialist to support our institutional trade initiatives. As a key member of our team, you will participate in lifecycle support tasks, identify opportunities for process improvements, and collaborate with leadership to resolve complex issues.Key Responsibilities:Participate in...

  • Institutional Investment Operations Representative

    5 months ago

    Hyderabad, Telangana, India Wells Fargo Full time

    **About the Role** - Wells Fargo is seeking for a Institutional Investment Operations Representative. Team Member will be part of the Client Account Maintenance (CAM), team is responsible Client Account / SSI Onboarding and Maintenance, offboarding and other Client Data related activities. CAM is a centralized support team to assist the Front Office, Sales...

  • Institutional Investment Operations Specialist

    3 weeks ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this role:As an Institutional Investment Operations Representative at Wells Fargo Bank, you will play a critical role in ensuring the smooth operation of our investment operations. Your primary responsibility will be to perform daily manual adjustments to ensure system readiness for margining activity. Additionally, you will be responsible for all...

  • Institutional Investment Operations Professional

    3 weeks ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this role:We are seeking an Institutional Investment Operations Specialist to join our team at Wells Fargo Bank. As a key member of our operations team, you will play a critical role in supporting the lifecycle of institutional trade initiatives and identifying opportunities for process improvements.Key Responsibilities:Participate in lifecycle support...

  • Institutional Investment Operations Specialist

    2 weeks ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this role:As an Institutional Investment Operations Representative at Wells Fargo Bank, you will play a critical role in ensuring the smooth operation of our investment operations. Your primary responsibility will be to perform daily manual adjustments to ensure system readiness for margining activity. Additionally, you will be responsible for all...

  • Institutional Investment Operations Representative

    3 months ago

    Hyderabad, Telangana, India Wells Fargo Full time

    **About this role**: Team member is responsible to perform daily manual adjustment to ensure the system readiness for margining activity. Team is also responsible to all the functions of New Business team which includes Updating Index Rates, Securities pricing updates, reviewing and reporting exceptions, performing various reconciliations, processing...