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Wells Fargo
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Investment Operations Specialist (AVP)

Investment Operations Specialist (AVP)

Wells Fargo

7 - 12 years

15 - 19 Lacs

Bengaluru

Posted:3 weeks ago| Platform:

Apply

Skills Required

Trade Tax Client onboarding FATCA

Work Mode

Hybrid

Job Type

Full Time

Job Description

Hi All,

Required Trade professionals with Tax, FATCA experience from the banking industry for Bangalore location. PFB the details:

Number of positions: 2
Total years of experience: 9-12+ Years
People management Experience: Helpful
Relevant years of experience: 4-5 Years
Shift timings: Rotation (Predominantly US Shift 5:30PM IST onwards)
Target organizations: - JPMC, Goldman Sachs, HSBC, PWC, KPMG, Morgan Stanley, State Street, Deutsche, Northern Trust, Bank of America (BoFA)
Candidates should have :

Strong knowledge of TAX Regulations (FATCA, CRS)
Advance knowledge on different type of TAX forms (W8, W9) & data validation
Strong knowledge on withholding statement, costbasis & calculation
Strong understanding of data quality across system of records
Advance knowledge of trade life-cycle and client on-boarding life-cycle.

Any certifications related to Tax are added advantage.
Budget: - 18 Lacs
3 Must have skills:

Handson experience in Tax operation
Internal candidate should have completed at least 2 Appraisals
Excellent Communication Skills

3 good to have skills:

People Management Experience (At least 3-4 TMs)
MS Office skills
Good Reporting skills

Interested please send their updated resumes to payal.gupta@wellsfargo.com

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