Institutional Investment Operations Specialist (Bengaluru)

Institutional Investment Operations Specialist (Bengaluru)

10 Aug
|
WELLS FARGO BANK
|
Bengaluru

10 Aug

WELLS FARGO BANK

Bengaluru

About this role:
Wells Fargo is seeking a Institutional Investment Operations Specialist

In this role, you will:
- Participate in lifecycle support tasks for institutional trade initiatives and identify prospect 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

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

Responsibilities –
- 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 balanc

📌 Institutional Investment Operations Specialist (Bengaluru)
🏢 WELLS FARGO BANK
📍 Bengaluru

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