About this role:
Wells Fargo is seeking a Senior Institutional Investment Operations Representative.
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 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
Required Qualifications:
- 2+ years of Institutional Investment Operations support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- MBA/ Bachelor’s 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 setting with demanding deadline
Job Expectations:
- 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.
-