Institutional Investment Operations Associate

3 - 6 years

7 - 17 Lacs

Posted:7 hours ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

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+ months of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:
  • 6 + months of relevant experience in DTC International Settlements
  • B.com/MBA degree in Finance or related field.

Job Expectations:
  • Sound Knowledge of Trade Life Cycle
  • Ability to communicate with multiple stake holders.
  • Expertise in US Domestic markets (DTC)/International markets
  • Working knowledge of Broadridge systems including Impact and BPS, GCAS, Ascendis, Bloomberg, Gloss
  • Working knowledge of Intellimatch Reconciliation tool
  • Strong Analytical skills- Ability to interpret data
  • Evidence of research and problem solving skills.
  • Ability to work independently within a team framework.
  • Ability to work in a fast paced, high deadline driven environment
  • Ability to manage multiple priorities and to adjust workload accordingly
  • Ability to manage process related escalations effectively
  • shift Timing : 6:30 PM IST - 3:30 AM IST.

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Wells Fargo logo
Wells Fargo

Banking and Financial Services

San Francisco

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