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Wells Fargo Securities Operations Representative 
India, Karnataka, Bengaluru 
150573217

18.08.2024

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:

  • Assign all Trade /Reconciliation differences accurately and on a timely basis
  • To be able to process all type of trade proceeds independently
  • To be able to process all Income related allocations like dividend, Interest, principal etc.
  • To be able to perform basic tasks like trade matching, Settlement, Income processing etc.
  • To be able to follow-up assertively with various external parties
  • Interaction with market participants like custodian, clearing house, brokers, Investment Managers to gather process/product related information
  • 1.5-3 years ofsecurities/Custody/Investmentbanking experience
  • Basic understanding of US Securities market
  • Understanding of Trade life cycle
  • Understands the basics of capital markets and various products like what a mutual fund is, bonds, what is a stock/equity, etc.
  • Attention to detail and comprehension skills
  • Commerce Graduate with CA/CFA/ICW/M.com /MBA preferably in Finance vertical
  • 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.

Job Expectations:

  • Working Hours: 6:30pm to 3:30am

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.