Senior Institutional Investment Operations Representative
Wells Fargo · Bengaluru · onsite · Posted 29d ago
Undisclosed4–9 yrsfulltimeSourced from
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About this role
Job Summary
Wells Fargo is seeking a Senior Institutional Investment Operations Representative.
Responsibilities - 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
- 4+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- MBA/ Bachelors degree in Finance preferred
- 3 - 7 years of experience in the Securities Operations background preferably
- Energetic individual who can work well under pressure and in a team environment with demanding deadline
- Candidate should have understanding of Pre Matching, Trade Allocations, Affirmations/Confirmations in the US Domestic Market
- Perform Analysis of low Affirmation rates with counterparties and Client Outreach
- Should be willing to work in night shift and also over weekends US offs i.e. as per business demands
- Ensuring EOD that all queues are cleared/completed as per procedure.
- Understands needs and sensitivities of internal external clients and proactively ensures these are met.
- Builds relationship with businesses and counterparties to ensure effective escalation and timely resolution of issues.
- Sound Strong Knowledge of Pre-Settlements/Settlements and trade life cycle
- This role warrants interaction with external clients like Clients, traders, middle office teams hence candidate should have excellent process and product knowledge
- Excellent articulation and communication skills (Written verbal)
- Ability to deliver against strict deadlines, should be able to operate under pressure and maintain calm demeanor while dealing with issues situations
- Excellent email and time management skills.
Sourced from naukri
Skills
Process re-engineeringInvestment OperationsFinancial CrimesCorporate GovernanceSettlementsRisk IdentificationsecuritiesRegulatory ComplianceCommunication SkillsoperationscomplianceCustomer Relationshipsfinance
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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