Institutional Investment Operations Representative

2 - 7 years

7 - 17 Lacs

Posted:20 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 an Institutional Investment Operations Representative

In this role, you will:

  • Perform a variety of operational tasks for routine and medium complex institutional trades that require general knowledge of unit functions and systems
  • Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve process specific goals
  • Review time sensitive document
  • Support audit requirements within the process
  • Address compliance and corporate governance issues for the department
  • Interact with internal and external customers as per prescribed process or procedure
  • Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve process goals
  • Execute tasks and perform activities as per direction from leaders and understand function, policies, procedures, and compliance requirements

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

Job Expectations:

  • Candidate should have strong knowledge about SWIFT standards and their message fields in MT202, MT103, MT 202+103, MT202+202.
  • Should have knowledge about FX Products like SPOT, FORWARD, SWAP, Money Market, etc.
  • Candidate willing to work in night shift and work over weekends & US offs
  • Co-ordinate with on-shore business partners and working closely with them to resolve all issues.
  • Ensuring by EOD all the queues are cleared.
  • Domain Knowledge should be in FX market, Trade life cycle, Payment Methods, Clearing House for Routing FX Payments.
  • Sound & Strong Knowledge of FX Payments & Settlement process and trade life cycle
  • This profile is highly interact with external clients like corporate, banks, traders, middle office.so candidate should have excellent process and product knowledge
  • Excellent analytical skill and Language proficiency
  • Strong ability to communicate in written/verbal form
  • Ability to work to strict deadlines/under pressure and maintain calm manner
  • Accuracy & attention to detail.
  • Customer Focused skills.
  • Microsoft Office proficient on Excel, Outlook, Word.
  • Ability to work as a team player and as an individual.
  • Excellent email and time management skills.

Desired Qualifications:

  • Bachelors degree in Finance preferable
  • 1+ years of experience in the FX operations settlements background preferably
  • Ability to demonstrate effective analytical skills /decision making skill.
  • Energetic individual that works well under pressure in a team environment with demanding deadlines
  • Ability to identify areas of improvement and also formulate plans to effect positive change within a team environment
  • Able to analyze and interpret data from both statistical and efficiency standpoints

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Wells Fargo logo
Wells Fargo

Banking and Financial Services

San Francisco

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