Wells Fargo Senior Institutional Investment Operations Representative 

India, Karnataka, Bengaluru 

541851357

About this role:

& Smartstream).

In this role, you will:

• Owning onboarding a new opportunity end to end including relationship management, request management and delegation to downstream partners
• Knowledge about building Collateral agreements (ISDA, CSA & MSFTA), setting up of Cash & Security SSI Instructions & Trade Reconciliations.
• Working with onshore Client Data teams to effectively manage an onboarding request
• Communicating the status to internal stakeholders
• Identifying opportunities to improve the process through partnership with other teams
• Management of client connectivity, Trade set-up and configuration processes
• Providing feedback to continually improve the process
• Assist with balancing team work load
• Identify issues with the process, create and drive a solution
• Develop and maintain MIS on end to end process for tracking turnaround times of deliverables from team and other processing areas
• The candidate will be responsible for completing UAT testing related to projects that impact the group.
• Implementing new products and operational processes related to the Derivatives Clearing System.
• Responsible for developing workflow, system configuration and static data within the front and back office system.
• Foster team relationships with peers and outside vendors that regularly interact with the department to effectively accomplish the team’s goals.
• Maintain Derivatives System Solution group procedures ensuring they are up to date incorporating the most recent industry specific best practices for Derivatives Clearing.
• Determine process improvements, efficiencies and cost saving initiatives that will enhance the performance of the group.
• Manage Clearing House and Vendor relationships as it relates to Derivatives Clearing System Solutions.
• Work as part of project teams to implement new processes and improvements as needed.

Required Qualifications:

• 3+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Experience in Institutional Investment Operations, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Minimum 2 years of experience in one or a combination of the following: Collateral Agreements onboarding, middle office, collateral Operations, ETD & OTC Derivatives, project management, Experience working in Collateral Systems, GMI & Calypso systems .
• Excellent verbal, written (including drafting), and interpersonal communication skills.
• Microsoft Excel spreadsheets experience importing, exporting, formulas, and manipulating data.
• Ability to research, compile, and perform complex analysis on critical operational data.
• Experience working with changing priorities and deadlines. Highly motivated with ability to drive results.
• Highly organized with very strong attention to detail. Excellent presentation skills.
• Ability to work with impacted areas to understand complex problems. Ability to multi-task, perform under pressure and meet tightdeadlines. ExcellentInterpersonal skills – ability to build relationships

Job Expectations:

• Knowledge of the following systems: GMI, Colline, Broadridge, Calypso.
• Advanced knowledge of trade processing life-cycle of derivative products and Collateral Operations
• Strong Analytic ability, attention to detail and strong problem solving skills
• Ability to communicate (written/verbal) effectively at all organizational levels
• Excellent Interpersonal skills – ability to build relationships
• Ability to plan and organize workload within tight deadlines, meeting day-to-day objectives as well as longer term

27 Feb 2025

Wells Fargo Recruitment and Hiring Requirements:

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