Expoint – all jobs in one place
The point where experts and best companies meet
Limitless High-tech career opportunities - Expoint

Wells Fargo Associate Securities Operations Representative - Collateral Management 
India, Karnataka, Bengaluru 
861999824

15.05.2025


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.
  • Assign all Credit Margin and Priority Credit Line tasks accurately and on a timely basis
  • Process all Credit Margin and Priority Credit Line tasks independently
  • To be able to perform basic tasks like reviewing account activity, reviewing reports, and meeting established deadlines
  • Perform moderately complex duties such as processing, researching inquires and reconciling transactions
  • To be able to process all Margin Agreements, Executing Preferred Interest Rates, Facilitate Employee Stock Option Plan Transactions, Account Restriction Management, Monitoring Day Trade Activity and Bulk Asset Movements
  • 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


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:

  • securities/Custody/Investmentbanking experience preferably on Credit Margin and Priority Credit Line
  • Basic understanding of US Securities market
  • Understands the basics of capital markets and various products like what is a mutual fund, 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
  • 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.
  • Working Hours: 6:30pm to 3:30am
  • Work location:

19 May 2025


Wells Fargo Recruitment and Hiring Requirements:

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