Institutional Investment Operations Associate
Wells Fargo · Bengaluru · onsite · Posted 61d ago
Undisclosed0–5 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Job Summary
About this role: Wells Fargo is seeking a Institutional Investment Operations Associate
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
- B.com/MBA degree in Finance or related field.
- Relevant working experience in US Domestic markets (DTC)/International markets Settlements.
- Sound Knowledge of Trade Life Cycle.
- Working knowledge of Broadridge systems including Impact, BPS, Ascendis, Bloomberg and Gloss.
- Detail oriented and able to handle multiple tasks in a deadline-oriented environment.
- Excellent communication and interpersonal skills.
- Working knowledge of Intelli match Reconciliation tool
- Working knowledge of industry Regulatory/Buy-In standards and deadlines.
- Proficient in Microsoft Office especially MS Word and MS Excel.
- Monitor both internal and external systems related to trade settlements/fail control from both trade clearance and operational risk standpoints.
- Act as a liaison between settlement and various internal and external clients/business partners (Middle Office/Sales, Securities Finance, Compliance, Repo/Funding Desk, counterparty back offices and vendor contacts).
- Maintain a high level of service between settlements and the functional areas we support.
- Taking ownership of trade settlements and reconciliation activities and coordinating reporting to stakeholders.
- Identify drive improvement and efficiency projects, also formulate plans to effect positive change within a team environment.
Sourced from naukri
Skills
Customer ServiceCustomer Supportasset servicingInvestment OperationsFinancial CrimesbpsGeneral LedgerBloombergcomplianceCustomer RelationshipsfinanceLoan OperationsLedgerCommunication And Interpersonal Skills
About Wells Fargo
Wells Fargo
Financial Services
20k+
employees
1852
174 years old
Bengaluru/Bangalore, Karnataka
India
About
Wells Fargo works to create positive social impact in the communities it serves by supporting housing affordability, small business growth, financial health, and a low-carbon economy.
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Financial Services
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