Senior Institutional Investment Operations Representative

4 - 9 years

7 - 17 Lacs

Posted:None| Platform: Naukri logo

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Job Type

Full Time

Job Description

About this role:Wells Fargo is seeking a Senior Institutional Investment Operations Representative


In this role, you will:

  • Perform a variety of operational tasks for complex institutional trades 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
  • Support audit requirements within the process
  • 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 and external customers as per prescribed process or procedure
  • Identify and drive process re-engineering or transformation opportunities within the process
  • 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 Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • Excellent Interpersonal skills
  • Strong collaboration and partnering skills
  • Ability to research and report on a variety of issues
  • Demonstration of making effective decisions based on limited information and awareness of when to obtain further assistance/clarification as necessary.
  • MBA or Graduate in Finance
  • 4+ years of Derivative Collateral Management margin experience
  • Understands Derivatives trade life cycle and associated functions.
  • Advanced knowledge of the Microsoft applications
  • Excellent verbal, written and interpersonal communication skills.
Job Expectations:
  • Display sound working knowledge of Collateral margining process
  • Build relationship with businesses and counterparties to ensure effective escalation and timely resolutions
  • Compare trade position files from external counterparties to resolve timely margin call disputes
  • Perform trade decompositions to validate current mark-to-market exposures
  • Review and present collateral margin calls and respond the demands submitted by our counterparties
  • Produce and distribute ad-hoc reporting requirements
  • Crosstrain future staff members to assist and independently perform daily Derivative Collateral Management margin responsibilities
  • Consistently seek opportunities to improve processes, controls and procedures within the Collateral Management team
  • Understands needs and sensitivity of internal and external clients and proactively ensures to meet them.

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Wells Fargo logo
Wells Fargo

Banking and Financial Services

San Francisco

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