Senior Institutional Investment Operations Specialist

4 weeks ago


Bengaluru, Karnataka, India WELLS FARGO BANK Full time

About this role:

Wells Fargo is seeking a highly skilled Senior Institutional Investment Operations Specialist to join our team. In this role, you will be responsible for providing lifecycle support for institutional trade flow, managing client account onboarding, and leading or participating in moderately complex initiatives and deliverables.

Key Responsibilities:

  • Assist in lifecycle support for institutional trade flow
  • Manage client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, general ledger reconciliation, and resolve confirmation and ISDA related issues
  • Lead or participate in moderately complex initiatives and deliverables
  • Contribute to large scale planning related to process, procedures, and efficiencies with internal and industry-related initiatives
  • Identify and recommend opportunities for process improvement and risk control development
  • Provide leadership to bring groups together to resolve multi-faceted complex issues
  • Serve as a leader on projects along with internal and industry-related initiatives
  • Review and analyze complex functional and operational tasks that require in-depth evaluation
  • Exercise independent judgment and resolution to guide the deliverable
  • Resolve moderately complex issues
  • Lead team to meet functional area projects, and process deliverables
  • Leverage solid understanding of functions, policies, procedures, and compliance requirements
  • Mentor and assist analysts
  • Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals

Requirements:

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


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