Institutional Investment Operations Specialist

2 weeks ago

Hyderabad, Telangana, India WELLS FARGO BANK Full time
About the Role

Wells Fargo is seeking a highly skilled Institutional Investment Operations Associate to join our team. As a key member of Client Data Lifecycle Management (CDLM), you will be responsible for analyzing and maintaining client reference data to ensure Data Quality standards are maintained on our System of Records (SoR).

Key Responsibilities
  • 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
  • Relevant work experience of 7 to 8 years.
  • 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 for management.
Benefits

We offer a competitive salary range of $80,000 - $120,000 per annum, depending on experience, plus benefits including health insurance, retirement plan, and paid time off.

Why Work at Wells Fargo?

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace. We welcome applications from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

  • Institutional Investment Operations Specialist

    1 week ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this role:At Wells Fargo Bank, we're seeking a skilled Institutional Investment Operations Specialist to join our team. As a key member of our Client Data Lifecycle Management (CDLM) group, you'll be responsible for data remediation, root-cause analysis, requirement gathering, and data analysis. This role is ideal for individuals who thrive in...

  • Institutional Investment Operations Manager

    3 weeks ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this role:At Wells Fargo, we're seeking an experienced Institutional Investment Operations Specialist to join our team.Key Responsibilities:Provide support for Reference Data and the broader Wells Fargo organization as part of our Operations Shared Services team.Utilize tools like SQL Server, Tableau, Microsoft Access, and Microsoft Excel to deliver...

  • Investment Operations Specialist

    3 weeks ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this role:In Wells Fargo Bank, we are seeking a skilled Investment Operations Specialist to provide operational and customer support for lifecycle tasks for institutional trades. This role involves assisting with client account onboarding, input and monitoring of cash payments, customer service, funding operations, custodial operations, securities...

  • Institutional Investment Operations Specialist

    4 weeks ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this role: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 services, asset servicing structured loan operations, general ledger reconciliation and work to...

  • "Investment Banking and Trading Specialist"

    3 weeks ago

    Hyderabad, Telangana, India LMV Investment Services Pvt Ltd Full time

    At LMV Investment Services Pvt Ltd, we are seeking a skilled Investment Banking and Trading Specialist to join our team.

  • Trading Operations Specialist

    4 weeks ago

    Hyderabad, Telangana, India LMV Investment Services Pvt Ltd Full time

    We are seeking a skilled Trading Operations Specialist to join LMV Investment Services Pvt Ltd. The ideal candidate will have 1-3 years of experience in the relevant domain and a strong background in backend trading operations.Key Responsibilities:Executing trades in equities, bonds, commodities, and foreign exchange.Handling backend operations and ensuring...

  • Senior Trading Operations Specialist

    3 weeks ago

    Hyderabad, Telangana, India LMV Investment Services Pvt Ltd Full time

    Job Title: Trading Operations SpecialistCompany: LMV Investment Services Pvt LtdWe are seeking a skilled Trading Operations Specialist to join our team. The ideal candidate will have experience in trading operations, risk management, and financial markets.Key Responsibilities:Execute trades in equities, bonds, commodities, and foreign exchangeHandle backend...

  • Debt Partnerships Specialist

    3 weeks ago

    Hyderabad, Telangana, India Caspian Impact Investment Adviser Private Limited Full time

    Job Purpose:Caspian Impact Investments, a prominent player in the non-banking finance sector, is seeking a talented professional to join its team as a Debt Partnerships Specialist. In this role, you will be responsible for building high-quality retail portfolios in partnership with financial institutions. Your expertise will be instrumental in identifying...

  • Financial Markets Specialist

    4 weeks ago

    Hyderabad, Telangana, India LMV Investment Services Pvt Ltd Full time

    Job Title: Trading Operations SpecialistAbout the Role:We are seeking a highly skilled Trading Operations Specialist to join our team at LMV Investment Services Pvt Ltd.Key Responsibilities:Executing trades in equities, bonds, commodities, and foreign exchange on behalf of investment banks.Handling backend operations for trading activities.Collaborating with...

  • Data Specialist

    2 weeks ago

    Hyderabad, Telangana, India F3328 FTIS (India) Pvt Ltd, FT Park Hyd Branch Full time

    Investment Operations and Reference Data SpecialistWe are seeking a highly skilled Data Specialist to join our team at F3328 FTIS (India) Pvt Ltd, FT Park Hyd Branch. This role will be responsible for managing investment operations and reference data, ensuring the integrity and accuracy of our systems.About the RoleThis is an exciting opportunity for a...

  • Investment Accounting Specialist

    1 month ago

    Hyderabad, Telangana, India 2coms Full time

    Job DescriptionThe Investment Accounting Specialist plays a crucial role in the organization by performing various activities related to Loan Servicing functions. The primary responsibility of this role is to perform accounting-related tasks in support of the department, including reporting, balancing, preparing reports, maintaining accurate records,...

  • Investment Accounting Specialist

    3 weeks ago

    Hyderabad, Telangana, India 2coms Full time

    Job DescriptionJob Description of Investment Accounting SpecialistJob SummaryThe Investment Accounting Specialist plays a vital role in the organization by performing various activities related to loan servicing functions.Key ResponsibilitiesPerform accounting-related tasks in support of the department, including reporting, balancing, and preparing...

  • Investment Reporting Specialist

    2 weeks ago

    Hyderabad, Telangana, India OppenheimerFunds Distributor, Inc Full time

    OverviewInvest in your career with OppenheimerFunds Distributor, Inc. as an Investment Reporting Specialist in our Atlanta, GA office.About the JobWe are seeking a highly skilled and detail-oriented Investment Reporting Specialist to join our team. As an Investment Reporting Specialist, you will be responsible for preparing accurate and timely investment...

  • Quantitative Trading Specialist

    12 hours ago

    Hyderabad, Telangana, India LMV Investment Services Pvt Ltd Full time

    We are seeking a skilled Quantitative Trading Specialist to join our team at LMV Investment Services Pvt Ltd.As a Quantitative Trading Specialist, you will be responsible for making prices and executing trades in equities, bonds, commodities, and foreign exchange.This role requires strong analytical and problem-solving skills, as well as experience with...

  • Head of Investment Operations

    1 month ago

    Hyderabad, Telangana, India Kshema Full time

    Job Title: Head of Investment OperationsJob Summary:Kshema is seeking an experienced Head of Investment Operations to lead our Mid Office - Investment operations. This role is pivotal in ensuring adherence to IRDAI guidelines, enhancing operational efficiency, and managing risk within our investment department.Key Responsibilities:1. Compliance...

  • Head of Investment Operations

    1 month ago

    Hyderabad, Telangana, India Kshema Full time

    Job Title: Head of Investment OperationsJob Summary:We are seeking an experienced and skilled professional to lead our Mid Office - Investment operations at Kshema. This role is pivotal in ensuring adherence to IRDAI guidelines, enhancing operational efficiency, and managing risk within our investment department.Key Responsibilities:1. Compliance...

  • Data Quality Specialist

    4 days ago

    Hyderabad, Telangana, India F3328 FTIS (India) Pvt Ltd, FT Park Hyd Branch Full time

    Drive your career forward with F3328 FTIS (India) Pvt Ltd, FT Park Hyd Branch as a Data Quality Specialist - Investment & Trade Operations. This role offers exciting opportunities for growth and development in the dynamic field of financial services.Company Overview:F3328 FTIS (India) Pvt Ltd, FT Park Hyd Branch is a leading player in the financial services...

  • Capital Markets Operations Specialist

    3 weeks ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About This Role:Wells Fargo is seeking an experienced professional to fill the position of Institutional Investment Operations Specialist.Key Responsibilities: The Operations Shared Services team is a cross-functional group responsible for providing support for Reference Data and the broader Wells Fargo organization.The Shared Services organization aims to...

  • Insurance Operations Specialist

    4 weeks ago

    Hyderabad, Telangana, India 2coms Full time

    Job Title: Insurance Operations SpecialistWe are seeking a skilled Insurance Operations Specialist to join our team at 2coms. This role is an integral part of our Wealth Management operations, offering a wide range of investment products and services designed for the unique needs of professional service firms, financial intermediaries, institutions, and...

  • Investment and Trade Operations Specialist

    1 month ago

    Hyderabad, Telangana, India F3328 FTIS (India) Pvt Ltd, FT Park Hyd Branch Full time

    Delivering Better Outcomes for Our ClientsAt F3328 FTIS (India) Pvt Ltd, FT Park Hyd Branch, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress...