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Institutional Investment Operations Representative

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Wells Fargo

Jan 21

Applications are closed

  • Job
    Full-time
    Junior Level
  • Business, Operations & Strategy
    Banking & Finance
  • Hyderabad, +1

Requirements

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

Responsibilities

  • Perform a variety of operational tasks for routine and medium complex institutional trades that require general knowledge of unit functions and systems
  • Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve process specific goals
  • Review time sensitive document
  • Support audit requirements within the process
  • Address compliance and corporate governance issues for the department
  • Interact with internal and external customers as per prescribed process or procedure
  • Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve process goals
  • Execute tasks and perform activities as per direction from leaders and understand function, policies, procedures, and compliance requirements
  • Work with FCM Brokerage teams and other vendors in developing and implementing best practices; Increase effectiveness of staff and tools by recognizing opportunities for development and proactively creating new systems and structures
  • Act as liaison to other internal departments, including technology groups, external Brokers and Vendors, and provides department level reporting using multiple sources
  • Identify opportunities to improve the process through partnership with other teams
  • Build platform knowledge in your team through ongoing training
  • Develop and maintain MIS on end-to-end process for tracking turnaround times of deliverables from team and other processing area

FAQs

What is the primary role of an Institutional Investment Operations Representative at Wells Fargo?

The primary role involves performing operational tasks for institutional trades, collaborating with colleagues to resolve issues, reviewing time-sensitive documents, supporting audit requirements, and addressing compliance issues.

What are the required qualifications for this position?

The required qualifications include 2+ years of Institutional Investment Operations experience or equivalent demonstrated through work experience, training, military experience, or education.

What kind of skills are preferred for candidates applying for this position?

Desired qualifications include experience working with FCM Brokerage teams, good analytical skills, and knowledge of VB, Excel, and Access databases.

Will there be opportunities for ongoing training in this role?

Yes, ongoing training will be provided to build platform knowledge within the team.

How does Wells Fargo approach diversity in the hiring process?

Wells Fargo values diversity, equity, and inclusion and welcomes applications from all qualified candidates regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, or any other status protected by applicable law.

What does the job expectations section emphasize?

The job expectations emphasize working with FCM Brokerage teams to develop best practices, acting as a liaison to internal departments, identifying process improvement opportunities, and maintaining management information systems (MIS) for tracking deliverables.

What is the job posting end date for this position?

The posting end date for this position is January 25, 2025.

Is there a focus on risk management in this role?

Yes, there is a strong emphasis on risk management, compliance-driven culture, and accountability for risk programs within the role.

Are applicants with disabilities accommodated during the recruitment process?

Yes, accommodation for applicants with disabilities is available upon request during the recruitment process.

What is the work environment like for this position?

The position may offer a hybrid work format, supporting flexibility in work arrangements while maintaining collaboration with team members.

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Wells Fargo

Finance
Industry
10,001+
Employees
1929
Founded Year

Mission & Purpose

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately 250,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. © 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

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