Institutional Investment Operations Associate (Bengaluru)

Institutional Investment Operations Associate (Bengaluru)

20 Aug
|
Wells Fargo
|
Bengaluru

20 Aug

Wells Fargo

Bengaluru

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

In this role, you will:
Provide operational and customer support for lifecycle tasks for institutional trades
Assist with client account onboarding, input and monitoring of cash payments, customer service, funding operations, custodial operations, securities settlement services, asset servicing structured loan operations, general ledger reconciliation and work to resolve confirmation and ISDA related issues
Assist in gathering data to support resolution of issues
Receive direction from manager and exercise judgment within defined parameters of the area while developing understanding of various functions, policies and procedures
Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

Required Qualifications:
6+ Years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Key Responsibilities




Perform and oversee daily reconciliation activities across various CIB products and systems.
Investigate and resolve reconciliation breaks and perform root cause analysis.
Develop a solid end-to-end understanding of trade flows and reconciliation processes.
Partner with Operations, Technology, Business, and Control teams to resolve issues.
Support audit, compliance, and documentation requirements.
Identify opportunities for automation and process improvement.
Identify key issues, risks, trends, observations and have them highlighted to management/key stakeholders
Independently lead and drive projects from a surveillance perspective
Follow up on inquiries submitted by various lines of business for resolution or escalation.
Required Skills & Experience
Experience in Capital Markets / CIB Reconciliations.
Strong understanding of trade lifecycle and trade flow.
Ability to multitask and manage competing priorities.
Strong analytic

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

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