Senior Institutional Investment Operations Representative
Wells Fargo · Hyderabad · onsite · Posted 1d ago
Undisclosed2–7 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
About this role:
Wells Fargo is seeking a Senior Institutional Investment Operations Representative to support critical investment operations activities across the trade lifecycle. In this role, you will manage complex operational processes, collaborate with internal and external stakeholders, drive process improvements, and help ensure operational excellence, risk management, and exceptional client service.
In this role, you will:
- 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 inquiries, 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 knowledge of function, policies, procedures, and compliance requirements.
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, or education.
Desired Qualifications:
- MBA/ bachelor's degree in finance preferred.
- 2+ years of experience in the securities Operations background preferably.
- Energetic individual who can work well under pressure and in a team environment with demanding deadlines.
- 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.
- Sound and strong knowledge of Pre-Settlements/Settlements and trade lifecycle.
- Excellent process and product knowledge with the ability to interact effectively with clients, traders, and middle office teams.
- Excellent articulation and communication skills (written and verbal).
- Ability to deliver against strict deadlines and maintain a calm demeanor while dealing with issues and situations.
- Excellent email and time management skills.
Job Expectations:
- Understand the needs and sensitivities of internal and external clients and proactively ensure these are met.
- Build relationships with businesses and counterparties to ensure effective escalation and timely resolution of issues.
- Ensure all queues are cleared/completed as per procedure by end of day.
- Be willing to work night shifts, weekends, and US holidays as per business requirements.
Sourced from naukri
Skills
Process re-engineeringInvestment OperationsFinancial CrimesBusiness RequirementsCorporate GovernanceRisk IdentificationRegulatory ComplianceCommunication SkillsRisk ManagementoperationscomplianceCustomer 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
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
Find them on