Institutional Investment Operations Specialist

Wells Fargo

2 - 7 years

7 - 17 Lacs

bengaluru

Posted:16 hours ago| Platform:

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Skills Required

institutional investment operations trade compliance securities lending operations excel client account onboarding power bi trade reporting tableau

Work Mode

Work from Office

Job Type

Full Time

Job Description

About this role:

Wells Fargo is seeking a Institutional Investment Operations Specialist

In this role, you will:

Participate in lifecycle support tasks for institutional trade initiatives and identify opportunity for process improvements
Assist leadership in bringing individual or teams together in order to resolve complex issues
Assist in client account onboarding, input and monitoring of cash payments, customer service, project support, funding operations, custodial operations, securities settlement services, structured loan operations, general ledger reconciliation, as well as, work to resolve confirmation and ISDA related issue
Provide subject matter expertise on projects along with internal and industry related initiatives
Review and analyze functional operational tasks that require research, evaluation, and exercise independent judgment to guide the deliverable
Present recommendations for resolving complex situations and exercise independent judgement while developing expertise on functions, projects, internal and industry related initiatives
Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

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:

2+ years of Institutional Investment Operations experience
University degree including coursework in financial markets
Experience in capital markets operations or compliance surveillance or control with derivatives, foreign exchange and securities.
Experience in data management, import/export, analysis and manipulation using Excel, Tableau, PowerBI, or similar tools for analysis and graphs.
Experience of working with FINRA Gateway and Trade Reporting and Compliance Engine (TRACE).
Experience of working with SFTR (Securities Financing Transactions Regulation).
Good Knowledge on FINRA TRACE 6760 and 6730 rules.
Experience in understanding Prospectus and Term sheet.
Experience in Securities Lending Operations
Motivated learner and researcher with solid writing and presentation skills

Desired Qualifications:

Education or experience with EMEA/US securities and commodities regulations and compliance.
Training or experience in business intelligence tools, workflow tools, data schema, and or data vocabularies.
Administrator, or advanced user, experience with Atlassian Confluence and Jira.

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