Institutional Investment Operations Specialist
1 day ago
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 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
- 6+ months of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 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
We value diversity, equity and inclusion in the workplace and welcome applications for employment from all qualified candidates. 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.
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Hyderabad, Telangana, India WELLS FARGO BANK Full timeAbout 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...
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Hyderabad, Telangana, India WELLS FARGO BANK Full timeAbout 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...
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Hyderabad, Telangana, India WELLS FARGO BANK Full timeAbout 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...
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Hyderabad, Telangana, India WELLS FARGO BANK Full timeAbout this role:Wells Fargo is seeking a highly skilled Institutional Investment Operations professional to join our team.Key Responsibilities: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...
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