Institutional Investment Operations Specialist
Wells Fargo · Bengaluru · onsite · Posted 71d ago
Undisclosed1–6 yrsfulltimeSourced from
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About this role
Job Summary
About this role:
Wells Fargo is seeking a Institutional Investment Operations Specialist
Responsibilities - 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
- Owning onboarding a new opportunity end to end including relationship management, request management and delegation to downstream partners. Team members support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture
- Working with onshore Client Data teams to effectively manage an onboarding request
- Communicating the status to internal stakeholders
- dentifying opportunities to improve the process through partnership with other teams
- Providing feedback to continually improve the process
- Assist with balancing team work load
- Identify issues with the process, create and drive a solution
- Develop and maintain MIS on end to end process for tracking turnaround times of deliverables from team and other processing areas
- Ensure and Adhere to the Regulatory Reporting standards, policies and procedures
- Independently research and analyze regulatory reporting requirements and other financial documents
- 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 of the banking regulatory reporting rules and regulations
- Advance knowledge of FINRA, QFC, Dodd Frank Regulations etc.
- Ensure Regulatory reporting requirements are clearly communicated to the business units publish source data reports
- Recommend process improvement ideas, opportunities to streamline the process
- Advanced knowledge of trade processing life-cycle of derivative products
- Advanced knowledge of the Microsoft applications including Access Database and Excel.
- Excellent teamwork skills
- Strong Analytic ability, attention to detail and strong problem solving skills
- Ability to communicate (written/verbal) effectively at all organizational levels
Sourced from naukri
Skills
Customer Servicegeneral ledger reconciliationInvestment OperationsProcess ImprovementGeneral LedgerBankingOnboardingRegulatory ReportingRegulatory ComplianceResearchoperationscomplianceLedgerRelationship Management
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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