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Wells Fargo Institutional Investment Operations Associate 
India, Karnataka, Bengaluru 
829355342

10.04.2025


In this role, you will:

  • Provide operational and customer support for lifecycle tasks for institutional trades

  • Assist with client account onboarding, input and monitoring of cash payments, customer service, funding operations, custodial operations, securities settlement services, asset servicing structured loan operations, general ledger reconciliation and work to resolve confirmation and ISDA related issues

  • Assist in gathering data to support resolution of issues

  • Receive direction from manager and exercise judgment within defined parameters of the area while developing understanding of various functions, policies and procedures

  • Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals


Required Qualifications:

  • 6+ months of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Strong Knowledge of the Securities market and regulations including FINRA and OCC and any other regulatory policies and rules will be added advantage.
• Knowledge and exposure to application like Confirmation.com and Bloomberg will be added advantage.
• Extensive knowledge and understanding of Custodians, Confirms and Settlements, capital markets products, industry trends, and industry-wide best practices.
• Advanced knowledge of Client on-boarding & Trade Life cycle.
• Strong Analytic ability, with high attention to detail, accuracy and strong problem solving skills
• Ability to communicate (written/verbal) effectively at all organizational levels
• Ability to plan and organize workload within tight deadlines, meeting day-to-day objectives as well as longer term strategic goals

Job Expectations
• Bachelor's degree in Accounting, Finance, or a business-related field is strongly preferred
• Previous experience in Operations and/or Financial Services industry - Relevant work experience of 8+ years in one or a combination of the following: Custodian, Static Data, FX or Derivatives Confirmations & Settlements, collateral, business operations, & client onboarding within Corporate Investment Banking or Wealth Investment Management.
• Excellent communication skills both written and verbal
• Knowledge and understanding of Excel, PowerPoint, Word and adaptability to other software products
• Ability to research, compile, and perform complex analysis on critical operational data
• Be highly collaborative and team-oriented
• Demonstrate strong analytical and interpersonal skills
• Ability to work with impacted areas to understand complex problems
• Ability to work in a fast-paced, team oriented environment
• Strong multi-tasking abilities in a high performance, high demand environment
• Ability to think strategically, drive consensus and influence decision making

13 Apr 2025


Wells Fargo Recruitment and Hiring Requirements:

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