Senior Institutional Investment Operations Representative

1 month ago


Bengaluru, India WELLS FARGO BANK Full time
About 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 inquires, and reconciling transactions
  • Review time sensitive documents
  • Provide training or work direction to less experienced staff
  • Support audit requirements within the process
  • Address compliance and corporate governance issues for the department
  • Lead or participate in projects
  • Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
  • Interact with internal and external customers as per prescribed process or procedure
  • Identify and drive process re-engineering or transformation opportunities within the process
  • Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
Required Qualifications:
  • 4+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
@RWF24

Posting End Date:

*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.

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.



  • Bengaluru, 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...


  • Bengaluru, Karnataka, 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...


  • Bengaluru, Karnataka, India Wells Fargo Full time

    **About this role**: Wells Fargo is seeking a highly skilled and experienced professional to work closely with our stakeholders with great execution capabilities in Corporate and Investment Banking. **In this role, you will**: - Perform a variety of operational tasks for routine and medium complex institutional trades that require general knowledge of unit...


  • Bengaluru, Karnataka, 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...


  • Bengaluru, Karnataka, 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...


  • Bengaluru, Karnataka, 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,...


  • Bengaluru, Karnataka, India Wells Fargo 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,...


  • Bengaluru, Karnataka, 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,...


  • Bengaluru, India Wells Fargo 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,...


  • Bengaluru, India Wells Fargo 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,...


  • Bengaluru, Karnataka, India Wells Fargo Full time

    **About Wells Fargo** Wells Fargo & Company (NYSE: WFC) is a leading global financial services company headquartered in San Francisco (United States). Wells Fargo has offices in over 30 countries and territories. Our business outside of the U.S. mostly focuses on providing banking services for large corporate, government and financial institution clients....


  • Bengaluru, India WELLS FARGO BANK 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 tradesAssist with client account onboarding, input and monitoring of cash payments, customer service, funding operations, custodial operations, securities settlement...


  • Bengaluru, Karnataka, India WELLS FARGO BANK Full time

    Job DescriptionWe are seeking a highly skilled Institutional Investment Operations Associate to join our team at Wells Fargo Bank.About this role:This role is responsible for providing operational and customer support for lifecycle tasks for institutional trades, including client account onboarding, cash payments, customer service, funding operations,...


  • Bengaluru, Karnataka, India Wells Fargo Full time

    **About this role**: **In this role, you will**: - ** Settlement Operations**: Manage the end-to-end securities settlement process for fixed income and equities including prematching, settlement monitoring and fail management. - ** Issue Resolution**: Identify, investigate, and resolve discrepancies or settlement failures in a timely manner. Coordinate with...


  • Bengaluru, Karnataka, 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...


  • Bengaluru, Karnataka, 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,...


  • Bengaluru, Karnataka, 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...


  • Bengaluru, Karnataka, India Wells Fargo 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,...


  • Bengaluru, Karnataka, India Wells Fargo Full time

    **About the Role** Wells Fargo is seeking a Institutional Investment Operations Associate. 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...


  • Bengaluru, Karnataka, India State Street Corporation Full time

    Institutional Investment Services - Associate Job Responsibilities: Perform assigned daily operations and processes including, but not limited to: - Perform customized client activities and ad-hoc client requests as appropriate and in conjunction with BU Client Service. - Account Administration including account openings, billing set up, tax reclaims/tax...