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2.0 - 6.0 years

4 - 6 Lacs

bengaluru

Work from Office

Ensure accuracy and completeness of capital markets data transactions. Gain a strong understanding of core processes to identify process improvements efficiencies Work collaboratively to meet SLAs and escalate issues to managers when required Required Candidate profile Document procedures, prepare training materials, support process updates Training & mentoring to new team members Quality Control (QC) Analyst when needed Contribute to team development initiatives Perks and benefits Perks and Benefits

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2.0 - 7.0 years

2 - 6 Lacs

bengaluru

Work from Office

Support Fixed Income processes to ensure accuracy completeness of financial data Gain a thorough understanding of core processes to identify and implement process efficiencies Ensure SLA compliance escalate issues to managers when needed Required Candidate profile Document procedures, prepare training materials, update process manuals. Provide training mentoring to new joiners; act as a QC analyst when required. Conduct team huddles, one-on-one meetings Perks and benefits Perks and Benefits

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2.0 - 7.0 years

7 - 17 Lacs

bengaluru

Work from Office

About this role: Wells Fargo is seeking a Securities Operations Representative In this role, you will: Perform various operational tasks on complex securities that require general knowledge of unit functions and systems Support securities operations Identify ways to improve the overall process Perform moderately complex duties such as processing, researching inquires and reconciling transactions Review time sensitive documents Receive direction from supervisor and coordinate situations involving other departments Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal customers Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements Required Qualifications: 2+ years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education

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2.0 - 7.0 years

7 - 17 Lacs

bengaluru

Work from Office

About this role: Wells Fargo is seeking a Securities Operations Representative In this role, you will: Perform various operational tasks on complex securities that require general knowledge of unit functions and systems Support securities operations Identify ways to improve the overall process Perform moderately complex duties such as processing, researching inquires and reconciling transactions Review time sensitive documents Receive direction from supervisor and coordinate situations involving other departments Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal customers Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements Required Qualifications: 2+ years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education

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0.0 - 1.0 years

7 - 17 Lacs

bengaluru

Work from Office

About this role: Wells Fargo is seeking a Associate Securities Operations Representative In this role, you will: Support a variety of operational tasks for simple or routine securities Identify ways to improve the overall process Perform routine duties such as processing, reconciling transaction and research inquires Regularly receive direction from supervisor and escalate issues to more experienced roles Review less complex documents Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal customers Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements Required Qualifications: 6+ months of Security Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Candidate should have basic accounting Knowledge Good problem solving and analytical skills and numerical skills Typing Skills / Good Communication (Read / Write / Speak) Desirable to have experience of interacting with US customers. Basic understanding of US Securities market Understanding of Trade life cycle Job Expectations: Working Hours: 6:30pm to 3:30amWork location: Bangalore-India

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7.0 - 9.0 years

0 Lacs

mumbai, maharashtra, india

On-site

Choosing Capgemini means choosing a company where you will be empowered to shape your career in the way you'd like, where you'll be supported and inspired by a collaborative community of colleagues around the world, and where you'll be able to reimagine what's possible. Join us and help the world's leading organizations unlock the value of technology and build a more sustainable, more inclusive world. Your Role: Establish and review standards for operations risk in all accounts. Support transition activities by setting up effective control and monitoring mechanisms. Provide guidance to the business on matters of Operations Risk and help shape policies and procedures. Provide Senior management a view of major operational risks facing the business and advise on controls. Support manual input and research of information related to financial instruments in customer's data input system. Support the business with development, testing and implementation of relevant controls Support business development by assisting in risk assessments of new businesses Ensure adherence to the Company's Code of Conduct and, where appropriate, comply with all relevant regulatory policies and any mandatory training requirements. Embed the culture and awareness of risk management within business. Develop and maintain effective working relationships across all business lines. Responsible for service delivery and managing Service Level Agreements. Management of day-to-day project and service issues. Responsible for escalating unresolved issues to Capgemini and client management. Handle complex customer queries and complaints Engage on a day-to-day basis with the customer to ensure that service is delivered as per client requirements Help drive continuous improvement programs leveraging framework such as Six Sigma etc. Drive and has good knowledge of RPA process. Your Profile: Total experience of at least 7- 8 years, of which at least 5 years of experience in managing teams. Knowledge of Capital Market, reference data, market data, hedge funds, corporate actions and securities operations BPO projects with large international/ domestic BPO/ITES companies or shared services operations preferably involving financial data management. Should be experienced in operational risk management / service delivery, and quality control in financial services / Investment Banking Operations Should have experience in managing mid-sized teams of minimum 15-20 people Needs to have experience in managing international customers (from a service delivery perspective) Experience in operational excellence initiatives such as Six Sigma, ISO 9000 and RPA Ability to drive Quality Assurance team Should be a strong contributor in idea generation and efficiency improvement Persuasive and clear presentation skills in English Clear, competent, professional written communication in English. Flexible, able to work under pressure, determination to succeed, mature approach, keen to learn, etc. Excellent Communication Skills (Oral and Written English). Should be willing to work late shifts, if required Mandatory Graduate or Postgraduate in Engineering/Science/Commerce. Experience in Securities operations domain is a prerequisite Experience in Operational risk management is a must. Desired - M.B.A from a reputed Institute Additional knowledge/certifications in Capital Markets / Securities operations courses BPO experience is preferred Capgemini is a global business and technology transformation partner, helping organizations to accelerate their dual transition to a digital and sustainable world, while creating tangible impact for enterprises and society. It is a responsible and diverse group of 340,000 team members in more than 50 countries. With its strong over 55-year heritage, Capgemini is trusted by its clients to unlock the value of technology to address the entire breadth of their business needs. It delivers end-to-end services and solutions leveraging strengths from strategy and design to engineering, all fueled by its market leading capabilities in AI, generative AI, cloud and data, combined with its deep industry expertise and partner ecosystem.

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5.0 - 7.0 years

0 Lacs

mumbai, maharashtra, india

On-site

This role is pivotal in conducting rate of return calculations, return attribution, and risk analytics, aiding clients in understanding portfolio returns and evaluating our product strategies. The ideal candidate will have a strong grasp of performance metrics, be organized, and collaborate effectively across teams, offering insights to leadership. JPMorgan Asset & Wealth Management delivers premier investment solutions across all asset classes, with the Portfolio Analysis Group specializing in performance measurement and analytics for valuable client insights. As a Team Lead in the Portfolio Analysis Group within Asset Management, you will play a crucial role in providing performance measurement and attribution analysis. You will collaborate with various teams to enhance systems and technology, ensuring high-quality client service and accurate performance reporting. This position offers the opportunity to promote improvements and contribute to the development of industry-leading performance and attribution systems.. Job Responsibilities Provide the best client service experience by understanding our client's needs and developing relationships across the organization, specifically with Client Advisors, Portfolio Managers, Middle Office, Client Reporting, RFP teams and others Become a key contributor to the department's efforts of improving systems and technology, by actively participating in projects, requirement gathering and testing of software and system tools Maintain high standards of quality control checks and procedures participate, develop and Preview controls for key business projects and business changes be a driver of improvements Calculate performance returns and performance attribution across product range, ensuring accuracy and timely delivery Overseeing a broad spectrum of performance measurement & attribution calculations and creating reporting across several regional offices Analyze performance and attribution reports, and effectively communicate results to senior management, client portfolio managers and portfolio managers Be a driver of the development and implementation of the performance and attribution systems with best industry practices Monitoring data quality and performing compares between computations from different sources (e.g. internal vs external) Interpreting results and producing attribution commentary for a range of portfolio strategies/mandates (long and short duration, emerging markets, high yield, etc.) including determining sources of alpha and identifying the factors responsible for these results Providing regular and bespoke risk and return analysis to portfolio managers and investment specialists Required qualifications, capabilities and skills Bachelor's degree in Finance, Economics, Mathematics or Computer Science (or similar discipline) from an accredited, high quality institution Knowledge of portfolio accounting principles, and performance and attribution methodologies Solid analytical ability to research and analyze complex datasets Passion for the investments businessand financial markets Strong quantitative skills, comfortable with formulas, performance measurement methodology and risk measures Thorough understanding of ex-post risk concepts and methodologies Preferred qualifications, capabilities and skills CIPM/CFA or progress toward designation a plus Experienced performance measurement professional with 5+years of relevant experience including project experience and knowledge of GIPS Understanding of the various businesses/products within the Asset management & Wealth management space Some working knowledge of securities operations, trade processing, mainframe accounting systems and performance system architecture a plus

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5.0 - 10.0 years

4 - 6 Lacs

pune

Work from Office

The Associate within Asset Services will have to work in coordination with the staff within the department and will have to work in coordination with the team managers to ensure all the tasks and day to day operations are managed with ease. The Associate will also be responsible to work alongside co-associates, AVP and VPs within Asset Services to address and escalate all operational issues. Responsible for ensuring all operational function run smoothly and issues are resolved for teams. Candidate/Applicant will be responsible for transitioning of any new process within Asset Services area from formulating strategy, hiring people, working with onshore to get the training requirements in place and will play as SPOC to accomplish the smooth transitioning. The AssociateAsset Services will provide daily support and guidance to staff within the department and will work closely with Team Members (direct reports), co-associates, AVPs and VPs within Asset Services to address operational issues. ---Responsible for ensuring that day to day operations function smoothly and issues are resolved for teams. Other responsibilities include to ensure timely and accurate processing of all activities on a daily basis within the given timelines. Your key responsibilities Staff Management Effectively Manage team Staff development through strong engagement and Training Need Analysis Staff performance appraisals on regular basis Engage staff in Asset Services/org Initiatives. Facilitate change initiatives within the team. Ensure planned mobility is provided to staff. Manage attrition as per org standards. Responsible for conducting weekly staff meetings and monthly one on one session with the team. Ensure team morale and motivation is high through team building and regular interaction. Responsible for recruitment & Process transitions from onshore locations Process Management Building a strong mechanism to take care of volume peaks during peak season Identifying operational risks proactively and mitigating appropriately. Sound knowledge of Corporate Actions, Mandatory, Voluntary, Income Processing, Fixed Income, redemptions, proxy, class action Serve as Internal/external escalation point Ensure adequate back-ups created for all critical positions and assist other teams during contingencies (Staff shortage, high volumes etc). Work very closely with the process owners/stakeholders and other internal clients for overall growth of the banks business Acting as a central point of contact for all the process related issues / improvements etc. Building a strong mechanism to take care of volume peaks during peak season Building and refining process metrics (benchmarks) by involving team and onsite management Reviewing workflows and operating procedures to ensure that they remain up to date and implementing process improvements. Reviewing daily benchmark reports for each of the process lines, investigating benchmark breaches with Global counterparts and working to improve the process Liaising with relevant IT teams to resolve any technical issues preventing the optimum performance of the operational processes. To build up process documentation, define benchmarks, capacity model, baseline volumes etc. for newly transitioned processes. Your skills and experience 5 to 10 years experience in investment banking operations/ Custody Operations/ Securities Operations with at least 1-2 years of experience in Corporate Actions/Asset Services Strong analytical skills, detail orientation, service commitment, and solid organizational and interpersonal skills. Ability to identify and develop strong working relationship with internal as well as external client groups Comfortable dealing with multiple stakeholders and complex situations. Strong English written & verbal skills required. Ability to converse clearly with internal and external staff via telephone and written communication. Good People Management Skills Eye for Details Experience of client facing roles (internal & external) Graduate in Commerce/ Finance (Preference Post Graduate/ MBA) Proficient in Microsoft Office applications. Ready to travel as and when required Be willing to work in shifts.

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2.0 - 4.0 years

0 Lacs

bengaluru, karnataka, india

On-site

About this role: Wells Fargo Investment Operations is seeking for a candidate to perform various back office or middle office functions that includes Trade allocations and Reconciliation within Advisory Operations. The Team is responsible for the allocation of trades and reconciliation of advisory accounts across trading platform and providing liaison services for the Money managers, financial advisors and Traders. In this role, you will: Perform various operational tasks on complex securities that require general knowledge of unit functions and systems Support securities operations Identify ways to improve the overall process Perform moderately complex duties such as processing, researching inquires and reconciling transactions Review time sensitive documents Receive direction from supervisor and coordinate situations involving other departments Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal customers Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements Required Qualifications: 2-4 years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education Basic understanding of Securities market Understanding Trade life cycle Understands the capital markets and its financial products like Equities, Fixed income products and stock/equity, etc. Attention to detail and comprehension skills Commerce Graduate / MBA / higher degree in financial field. Desired Qualifications: Candidate should have good accounting Knowledge Good understanding of tasks like reconciliation, matching, trade settlement, Capital markets etc. Good problem solving and analytical skills and numerical skills Typing Skills / Good Communication (Read / Write / Speak) Desirable to have experience of interacting with US counterparts. Job Expectations: Is responsible for performing a variety of operational tasks for highly complex securities or cash related transactions or processes that require basic knowledge of unit functions and systems. Duties may include: Perform trades allocations for Money manager advisory accounts and ensure accurate maintenance on the systems by adhering to the agreed service levels. Good Understanding on financial products and severity of the process which involves dealing with highly sensitive accounts. Additional functions of receiving notifications on trade corrections from money manager and to perform swiftly with in guidelines. Handling escalated requests requiring clarification & research to provide an accurate resolution. Liaising with Money managers, Financial advisors & Traders regarding trades specific discrepancies. Interaction with Financial Advisors, Investment Managers, Business counterparts to gather process/product related information. Perform the above assigned tasks independently and seek assistance in a timely manner. Working Hours: 6:30pm to 3:30am Work location: Bangalore-India Posting End Date: 27 Aug 2025 We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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2.0 - 7.0 years

7 - 17 Lacs

bengaluru

Work from Office

About this role: Wells Fargo is seeking a Securities Operations Representative In this role, you will: Perform various operational tasks on complex securities that require general knowledge of unit functions and systems Support securities operations Identify ways to improve the overall process Perform moderately complex duties such as processing, researching inquires and reconciling transactions Review time sensitive documents Receive direction from supervisor and coordinate situations involving other departments Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal customers Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements Required Qualifications: 2+ years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Bachelor's degree in finance

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0.0 - 2.0 years

7 - 17 Lacs

bengaluru

Work from Office

About this role: Wells Fargo is seeking an Associate Securities Operations Representative In this role, you will: Support a variety of operational tasks for simple or routine securities Identify ways to improve the overall process Perform routine duties such as processing, reconciling transaction and research inquires Regularly receive direction from supervisor and escalate issues to more experienced roles Review less complex documents Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal customers Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements. Required Qualifications: 6+ months of Security Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: B.COM/ BBA/BBM Job Expectations: Has a good understanding of primary and secondary markets, investment banking, trade life-cycle, US market and its regulations Is proficient in MS Office tools Is ready to work for night shifts 5:30 PM to 2:30 AM.

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2.0 - 7.0 years

7 - 17 Lacs

bengaluru

Work from Office

In this role, you will: Perform various operational tasks on complex securities that require general knowledge of unit functions and systems Support securities operations Identify ways to improve the overall process Perform moderately complex duties such as processing, researching inquires and reconciling transactions Review time sensitive documents Receive direction from supervisor and coordinate situations involving other departments Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal customers Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements Required Qualifications: 2+ years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education Required Qualifications for Europe, Middle East & Africa only: Experience in Securities Operations, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

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2.0 - 7.0 years

7 - 17 Lacs

hyderabad

Work from Office

In this role, you will: Perform various operational tasks on complex securities that require general knowledge of unit functions and systems Support securities operations Identify ways to improve the overall process Perform moderately complex duties such as processing, researching inquires and reconciling transactions Review time sensitive documents Receive direction from supervisor and coordinate situations involving other departments Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal customers Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements Required Qualifications: 2+ years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education Required Qualifications for Europe, Middle East & Africa only: Experience in Securities Operations, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: BCM/BBM/MCOM/MBA with 2 years of experience in Capital market products Job Expectations: Flexible to work in Night Shift (5.30PM IST to 2.30 AM IST) Location: Bangalore

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1.0 - 4.0 years

7 - 17 Lacs

bengaluru

Work from Office

About this role: Wells Fargo is seeking an Associate Securities Operations Representative In this role, you will: Support a variety of operational tasks for simple or routine securities Identify ways to improve the overall process Perform routine duties such as processing, reconciling transaction and research inquires Regularly receive direction from supervisor and escalate issues to more experienced roles Review less complex documents Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal customers Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements Required Qualifications: 6+ months of Security Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education

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4.0 - 8.0 years

4 - 8 Lacs

Hyderabad, Telangana, India

On-site

In this role, you will: Perform a variety of operational tasks for complex securities or process extensive knowledge of systems Provide ideas for improving or implementing processes Perform moderately complex duties such as processing, researching inquires and reconciling transactions Review time sensitive documents Provide training or work direction to less experienced staff Address compliance and corporate governance issues for the department Lead or participate in projects Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal customers Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements Required Qualifications: 4+ years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Graduate in Any stream. MBA Finance would be added advantage.

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2.0 - 5.0 years

2 - 5 Lacs

Hyderabad, Telangana, India

On-site

Wells Fargo is seeking a Associate Securities Operations Representative In this role, you will: Support a variety of operational tasks for simple or routine securities Identify ways to improve the overall process Perform routine duties such as processing, reconciling transaction and research inquires Regularly receive direction from supervisor and escalate issues to more experienced roles Review less complex documents Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal customers Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements Required Qualifications: 6+ months of Security Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education

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2.0 - 4.0 years

2 - 4 Lacs

Bengaluru, Karnataka, India

On-site

About this role: Wells Fargo is seeking a Securities Operations Representative In this role, you will: Perform various operational tasks on complex securities that require general knowledge of unit functions and systems Support securities operations Identify ways to improve the overall process Perform moderately complex duties such as processing, researching inquires and reconciling transactions Review time sensitive documents Receive direction from supervisor and coordinate situations involving other departments Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal customers Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements Required Qualifications: 2+ years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education Role: Customer Success,Service & Operations - Other Industry Type: IT Services & Consulting Department: Customer Success,Service & Operations Employment Type: Full Time, Permanent Role Category: Customer Success, Service & Operations - Other Education UG: Any Graduate PG: Any Postgraduate

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6.0 - 10.0 years

0 Lacs

karnataka

On-site

As a Lead Securities Operations Representative at Wells Fargo, you will play a crucial role in supporting the overall effectiveness of the team by monitoring daily securities and cash related production work. Your responsibilities will include supervising daily production activities and staff, guiding others on complex production improvement efforts, and providing back-up for all department functions while offering coaching and feedback to the team. Additionally, you will prioritize work, provide daily leadership to teams, and contribute to solving corporate governance and compliance issues for the department. In this role, you will also lead the implementation of new or revised processes and procedures, collaborate with peers, colleagues, and managers to resolve issues and achieve goals, and interact with internal customers. You will receive direction from leaders and exercise independent judgment while developing knowledge to understand function, policies, procedures, and compliance requirements. The ideal candidate for this position should have at least 6 years of Securities Operations experience or equivalent demonstrated through a combination of work experience, training, military experience, or education. The posting for this job opportunity will end on 18 Jul 2025, and it may be taken down early due to the volume of applicants. Wells Fargo values equal opportunity and encourages applications from all qualified candidates, including women, persons with disabilities, aboriginal peoples, and visible minorities. Accommodation for applicants with disabilities is available upon request during the recruitment process. As part of Wells Fargo's commitment to a strong risk mitigating and compliance-driven culture, employees are expected to execute all applicable risk programs, follow Wells Fargo policies and procedures, fulfill risk and compliance obligations, escalate and remediate issues in a timely and effective manner, and make sound risk decisions. Proactive monitoring, risk identification, and escalation are emphasized to align risk decisions with the business unit's risk appetite and compliance program requirements. Candidates interested in this role should be aware that third-party recordings are prohibited unless authorized by Wells Fargo, and applicants are required to represent their own experiences directly during the recruiting and hiring process. Reference Number: R-449985,

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4.0 - 9.0 years

7 - 17 Lacs

Hyderabad

Work from Office

About this role: Wells Fargo is seeking a Senior Securities Operations Representative In this role, you will: Perform a variety of operational tasks for complex securities or process extensive knowledge of systems Provide ideas for improving or implementing processes Perform moderately complex duties such as processing, researching inquires and reconciling transactions Review time sensitive documents Provide training or work direction to less experienced staff Address compliance and corporate governance issues for the department Lead or participate in projects Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal customers Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements Required Qualifications: 4+ years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education, Excellent verbal, written, and interpersonal communication skills Strong analytical skills with high attention to detail and accurate Ability to quickly establish credibility to build and maintain effective working relationships Ability to take initiative and work independently with minimal supervision in a structured environment Flexible to work in different shifts

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6.0 - 11.0 years

7 - 17 Lacs

Bengaluru

Work from Office

About this role: Wells Fargo is seeking a Lead Securities Operations Representative In this role, you will: Support overall effectiveness of the team according to plans, monitor daily securities, and cash related production work Supervise daily production activities and staff Guide others on complex production improvement efforts and address procedural impacts Provide back-up for all department functions while providing coaching and feedback to staff Prioritize work and provide daily leadership to teams Contribute to solving corporate governance and address compliance issues for the department Lead the implementation of new or revised processes and procedures Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal customers Receive direction from leaders and exercise independent judgement while developing the knowledge to understand function, policies, procedures, and compliance requirements Required Qualifications: 6+ years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 6+ years of securities/Custody/Investment banking experience Understanding of Securities market, preferable US. Proficiency in all or either of tasks like reconciliation, trade settlement, Capital markets etc. Should have very good knowledge on various products like what is a mutual fund, bonds, what is a stock/equity, etc. Attention to detail and comprehension skills Commerce Graduate MBA higher degree in financial field. Perform Reconciliation of advisory accounts and ensure accurate maintenance on the systems by adhering to the agreed service levels. Understanding the products and severity of the process which involves dealing with highly sensitive accounts. Additional functions of receiving notifications of deposits and/or withdrawals of cash and securities. Handling escalated requests requiring clarification & research to provide an accurate resolution. Liaising with Money managers regarding trade specifications for any corrections or exceptions. Interaction with Financial Advisors, Investment Managers, Business counterparts to gather process/product related information. Regular connects with team to bridge process gaps, ensure procedures are up to date, ensure synergy within team members. Act as a SME to the process, guide the peers and team to provide any assistance needed. Supervise the team and ensure no breaches on SLA and quality. Support management with administrative activities, like metrics, pulse of team, assignment of tasks. Support and Train new joiners existing team members. Contribute towards process efficiencies, like simplification or enhancement. Contribute towards mitigating risk in process by implementing effective controls. Job Expectations: Candidate should have good accounting Knowledge Excellent problem solving and analytical skills and numerical skills Effective Communication and Presentation Desirable to have experience of interacting with US counterparts. Working Hours: 6:30pm to 3:30am

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2.0 - 7.0 years

7 - 17 Lacs

Bengaluru

Work from Office

In this role, you will: Perform various operational tasks on complex securities that require general knowledge of unit functions and systems Support securities operations Identify ways to improve the overall process Perform moderately complex duties such as processing, researching inquires and reconciling transactions Review time sensitive documents Receive direction from supervisor and coordinate situations involving other departments Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal customers Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements Required Qualifications: 2+ years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education

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1.0 - 4.0 years

7 - 17 Lacs

Bengaluru

Work from Office

About this role: Wells Fargo is seeking a Associate securities operations representative In this role, you will: Support a variety of operational tasks for simple or routine securities Identify ways to improve the overall process Perform routine duties such as processing, reconciling transaction and research inquires Regularly receive direction from supervisor and escalate issues to more experienced roles Review less complex documents Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal customers Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements Required Qualifications: 6+ months of Security Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Commerce graduate or equivalent qualification in finance. Job Expectations: Bangalore, 6:30 pm to 3:30 am IST

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2.0 - 6.0 years

7 - 17 Lacs

Hyderabad

Work from Office

In this role, you will: Perform various operational tasks on complex securities that require general knowledge of unit functions and systems Support securities operations Identify ways to improve the overall process Perform moderately complex duties such as processing, researching inquires and reconciling transactions Review time sensitive documents Receive direction from supervisor and coordinate situations involving other departments Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal customers Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements Required Qualifications: 2+ years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education Required Qualifications for Europe, Middle East & Africa only: Experience in Securities Operations, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

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2.0 - 7.0 years

7 - 17 Lacs

Bengaluru

Work from Office

About this role: Wells Fargo is seeking a Securities Operations Representative. In this role, you will: Perform various operational tasks on complex securities that require general knowledge of unit functions and systems Support securities operations Identify ways to improve the overall process Perform moderately complex duties such as processing, researching inquires and reconciling transactions Review time sensitive documents Receive direction from supervisor and coordinate situations involving other departments Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal customers Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements Required Qualifications: 2+ years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education

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2.0 - 6.0 years

7 - 17 Lacs

Bengaluru

Work from Office

About this role: Wells Fargo is seeking a Securities Operations Representative In this role, you will: Perform various operational tasks on complex securities that require general knowledge of unit functions and systems Support securities operations Identify ways to improve the overall process Perform moderately complex duties such as processing, researching inquires and reconciling transactions Review time sensitive documents Receive direction from supervisor and coordinate situations involving other departments Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal customers Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements Required Qualifications: 2+ years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education

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