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Wells Fargo Senior Institutional Investment Operations Representative 
India, Telangana, Hyderabad 
864308712

15.05.2025


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:

  • Understand and implement client's requirement by liaising with internal and external counterparties to ensure seamless transition and onboarding.
    Coordinate and manage tasks across a multi-disciplined team to ensure all operational information relating to an account event is received and systems are set up prior to account trading activity
  • Providing effective thought leadership in navigating evolving industry trends, client needs, business growth, financial regulatory landscape and helping to develop solutions to build appropriate architecture
  • Oversee BAU and identify process enhancement opportunities
  • Request management and delegation to downstream partners
  • Support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture
  • Working with onshore Client Data teams to effectively manage and process client data requests
  • Develop strong working relationships with Trader Management, Sales, Trading Desks, other onboarding teams
  • Ensure and Adhere to the Regulatory Reporting standards, policies and procedures
  • Become a risk manager by ensuring data integrity and challenging where required
  • Engage in opportunities to review processes, analyze information, make decisions and recommendations and implement and monitor procedures
  • Independently research and analyze regulatory reporting requirements and other financial documents
  • Provide reporting to senior leadership and produce insightful analyses of the business upon request for management


Job Expectations:

  • Knowledge of the banking regulatory reporting rules and regulations including FINRA, QFC and Dodd Frank regulations
  • Ability to independently research and analyze regulatory reporting requirements and other financial documents
  • Good understanding of trade processing life-cycle of derivative products
  • Excellent teamwork skills
  • Strong Analytic ability, attention to detail and strong problem solving skills
  • Ability to communicate (written/verbal) effectively at all organizational level
  • 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 strategic goals


Essential Qualifications:

  • 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 4+ years in one or a combination of the following: middle office, collateral, documentation, project management, business operations, strategic planning in financial services, regulatory oversight, AML/KYC, US tax regime & compliance and SSI setup and client onboarding
  • 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 in a fast-paced, team oriented environment
  • Strong multi-tasking abilities in a high performance, high demand environment

15 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.