HYDERABAD · FULLTIME
Institutional Investment Operations Specialist
Wells Fargo
Hyderabad · onsite · Posted 5d ago
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Undisclosed2–7 yrsfulltimeHyderabad
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Section · 01
About this role
About this role:
Wells Fargo is seeking an Institutional Investment Operations Specialist.
In this role, you will:
- Participate in lifecycle support tasks for institutional 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, general ledger reconciliation
- 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
Required Qualifications:
- 2+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Related experience in Soft Dollar CSA activities within FCM Operations team
- Relevant experience in defining system configuration, reporting, invoice processing and account payable activities
- Individual should carrystrong data analytics skillset
- This role requires extensive liaison with business managers, asset managers, finance, compliance, and operations teams
- Knowledge in VB, Excel, Intelligent Automation tools will be an advantage.
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Section · 02
Skills
Customer ServiceAutomationaccount payableAutomation ToolsGeneral LedgerAnalyticsInstitutional Investment OperationsData AnalyticsOnboardingRegulatory ComplianceResearchMedicaloperationscompliancereconciliationfinanceLedgerRecruitment
Section · Company
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
Employee ratings
8,681 reviews
3.6/ 5
Culture
3.5
Career growth
2.9
Work-life
3.8
Employees rate it well for
Work Life Balance1417Work Culture906Senior Management755Salary707Job Security510
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