Wells Fargo India | Senior Institutional Investment Operations Specialist

Responsibilities

• This role is appropriate for an experienced regulatory reporting SME.
• Assist in lifecycle support for institutional trade flow.
• Lead or participate in moderately complex initiatives and deliverables.
• Contribute to large scale planning related to process, procedures and efficiencies with internal and industry related initiatives.
• Identify and recommend opportunities for process improvement and risk control development.
• Provide leadership to bring groups together to resolve multi-faceted complex issues.
• Serve as a leader on projects along with internal and industry related initiatives.
• Review and analyse complex functional and operational tasks that require in-depth evaluation.
• Lead team to meet functional area projects, and process deliverables.
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals.
• Manage client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, general ledger reconciliation, as well as work to resolve confirmation and ISDA related issues
• Resolve moderately complex issues
• Leverage solid understanding of functions, policies, procedures and compliance requirements
• Mentor and assist analysts

Requirements

• 4+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
• Knowledge of transaction reporting operations in EMIR.
• Extensive understanding and working knowledge on Pairing and Matching process, Reconciliation and Exception Management.
• Working product knowledge in OTC Derivatives/Fixed Income and Equities spaces.
• Experience of working with project and technology stakeholders to deliver change.
• Solid communication and organisational skills – to work with local and remote Operations, Technology and Compliance stakeholders.
• Proficient with AI tools, Microsoft Excel (VBA preferred) and Alteryx are preferred.

Wells Fargo

Wells Fargo & Company is one of the largest banks in the United States, offering consumer and commercial banking, corporate and investment banking, and wealth and investment management. Its India arm, Wells Fargo International Solutions, supports these global businesses from Hyderabad, Bengaluru and Chennai.

Wells Fargo's India centres hire finance professionals across financial reporting, accounting, tax, treasury, audit, risk, compliance, lending operations and investment operations. Many of these roles suit CA, CFA, MBA (Finance), ACCA, CPA holders and commerce graduates.

• Industry: Banking and financial services
• Headquarters: San Francisco, USA
• In India: Large international services centres in Hyderabad, Bengaluru and Chennai (Wells Fargo International Solutions)