Institutional Investment Operations Representative
1 month ago
Wells Fargo is seeking for a Institutional Investment Operations Representative. One of the primary roles of FCM Operations is to liaise with exchanges, clients, and other FCMs to ensure trades are booked and cleared accurately, perform trade reconciliations and all requisite regulatory reporting, and to provide market, credit and perform GL&SL. The role is expected to lead a team who performs a variety of operational tasks for highly complex securities or cash related transactions or processes that require expert knowledge of FCM Trade management, Clearing Ops and Brokerage functions (Atlantis /GPS) and systems.
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 issues and achieve process specific goals.
- Review time sensitive document.
- Support audit requirements within the process.
- Address compliance and corporate governance issues for the department.
- Interact with internal and external customers as per prescribed process or procedure.
- Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve process goals.
- Execute tasks and perform activities as per direction from leaders and understand function, policies, procedures, and compliance requirements.
- 2+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
- Strong Knowledge in VB, Excel, Access database
- Strong analytical skills
- Work with FCM Brokerage teams and other vendors in developing and implementing best practices; Increase effectiveness of staff and tools by recognizing opportunities for development and proactively creating new systems and structures.
- Act as liaison to other internal departments, including technology groups, external Brokers and Vendors, and provides department level reporting using multiple sources.
- Identify opportunities to improve the process through partnership with other teams.
- Technology Work closely with BMS Technology team
- Build platform knowledge in your team through ongoing training.
- Develop and maintain MIS on end-to-end process for tracking turnaround times of deliverables from team and other processing areas.
- Handle critical production or escalation issues.
*Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment 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.
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.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
We have other current jobs related to this field that you can find below
-
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...
-
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...
-
Hyderabad, Telangana, India Wells Fargo Full timeAbout 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 issues and achieve...
-
hyderabad, India WELLS FARGO BANK Full timeAbout 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 issues and achieve...
-
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...
-
Hyderabad, Telangana, India WELLS FARGO BANK Full timeAbout this role: Wells Fargo is seeking for a Institutional Investment Operations Representative. One of the primary roles of FCM Operations is to liaise with exchanges, clients, and other FCMs to ensure trades are booked and cleared accurately, perform trade reconciliations and all requisite regulatory reporting, and to provide market, credit and perform...
-
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...
-
Hyderabad, Telangana, India Wells Fargo Full timeAbout 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 and...
-
hyderabad, India WELLS FARGO BANK Full timeAbout this role: Wells Fargo is seeking a Senior Institutional Investment Operations Representative.In this role, you will: Perform a variety of operational tasks for complex institutional trades or process extensive knowledge of systems Provide ideas for improving or implementing processes Perform moderately complex duties such as processing, researching...
-
hyderabad, India WELLS FARGO BANK Full timeAbout 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...
-
Institutional Investment Operations Associate
3 weeks ago
Hyderabad, India WELLS FARGO BANK 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,...
-
Hyderabad, Telangana, India WELLS FARGO BANK Full timeAbout 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...
-
Hyderabad, India WELLS FARGO BANK Full timeAbout the Role Wells Fargo is seeking a Senior Institutional Investment Operations Representative. 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...
-
Hyderabad, Telangana, India WELLS FARGO BANK Full timeAbout the Role Wells Fargo is seeking a Senior Institutional Investment Operations Representative. 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...
-
Hyderabad, India WELLS FARGO BANK Full timeAbout the Role Wells Fargo is seeking a Senior Institutional Investment Operations Representative. 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...
-
Hyderabad, Telangana, India Wells Fargo Full timeAbout this role:Wells Fargo is seeking a Institutional Investment Operations Associate roleIn 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...
-
Hyderabad, Telangana, India Wells Fargo Full timeAbout 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 trades Assist with client account onboarding, input and monitoring of cash payments, customer service, funding operations, custodial operations, securities settlement...
-
Institutional Investment Operations Associate
3 weeks 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,...
-
Hyderabad, Telangana, India Wells Fargo Full timeAbout 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...
-
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. **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,...
