About this role:

Wells Fargo is seeking an Institutional Investment Operations Specialist.

In this role, you will:
- 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

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:
- Experience in Client Onboarding (2 year), Client Lifecycle Management (2 year) and Corporate & Investment Banking (2 year).
- Solid knowledge of Markets products and trade lifecycle processes, including Securities, Fixed Income, Equities, FX, Futures, Derivatives, and related post-trade activities.
- Comprehensive understanding of onboarding and regulatory requirements, including KYC, CDD, EDD, AML, Tax Documentation, ISDA, SSI setup, and regulatory due diligence processes.
- Working knowledge of regulatory frameworks such as FINRA, Dodd-Frank, Qualified Financial Con

📌 Institutional Investment Operations Specialist (Bengaluru)
🏢 Wells Fargo
📍 Bengaluru