Institutional Investment Operations Specialist
Wells Fargo · Bengaluru · onsite · Posted 69d ago
Undisclosed6–11 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Job Summary
Wells Fargo is seeking a...
Responsibilities In this role, you will:
- Participate in lifecycle support tasks for institutional trade initiatives and identify opportunity for process improvements
- Assist leadership in bringing individual or teams together in order to resolve complex issues
- Assist in client account onboarding, input and monitoring of cash payments, customer service, project support, funding operations, custodial operations, securities settlement services, structured loan operations, general ledger reconciliation, as well as work to resolve confirmation and ISDA related issue
- Provide subject matter expertise on projects along with internal and industry related initiatives
- Review and analyze functional operational tasks that require research, evaluation, and exercise independent judgment to guide the deliverable
- Present recommendations for resolving complex situations and exercise independent judgement while developing expertise on functions, projects, internal and industry related initiatives
- Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
- Education: MBA or an advanced degree (or equivalent experience).
- Experience: 69 years in Collateral Management processes.
- Experience in Institutional Investment Operations, or equivalent demonstrated through one or a combination of the following: work experience, training, education
- Strong leadership and stakeholder management skills.
- Ability to handle complex regulatory and operational issues.
- Proven track record in process improvement and risk mitigation.
- Advanced collaboration and influencing capabilities.
- Minimum 6 years of relevant experience in the industry.
- Experience with collateral management, margin calls, variation margining, initial margining, portfolio reconciliation, payment expertise etc.
- Strong interpersonal and influencing skills, with the ability to build strong partnership with business stakeholders and other support functions
- Strong organizational and project management skills with demonstrated ability to manage expectations and deliver on commitments
- Experience of working across one or more geographic territories or regions.
- Hands-on experience with collateral management platforms such as Colline, Acadia, and Tri Optima, combined with a strong understanding of the settlement life cycle, is highly desirable for this role.
- Must be a great team player with a high degree of flexibility, prepared to work in a deadline-driven and fast-paced environment and flexible to work in US shifts.
- Experience of working with senior leaders, Operations, and Strategy functions.
- Understands Derivatives trade life cycle and associated functions.
- Advanced knowledge of Microsoft applications.
- Excellent verbal, written (including drafting), and interpersonal communication skills.
- Drive automation initiatives using tools, macros, or system enhancements to improve efficiency and accuracy.
- Maintain robust controls to mitigate operational, credit, and settlement risks across collateral processes.
Sourced from naukri
Skills
Customer ServiceAutomationInvestment OperationsCollateral managementFinancial CrimesGeneral LedgerOnboardingMicrosoft ApplicationsCommunication SkillsoperationscomplianceCustomer RelationshipsLoan OperationsLedger
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.
Industries
Financial Services
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