Job Information
Wells Fargo Institutional Investment Operations Associate in Bengaluru, India
About this role:
Wells Fargo is seeking a Institutional Investment Operations Associate
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:
MBA or an advanced degree (or equivalent exp.)
6+months of experience in OTC Derivative Confirmation
Experience of working across one or more geographic territories or regions.
Must be a good team player with a high degree of flexibility, prepared to work in a deadline-driven and fast-paced environment
Strong interpersonal and influencing skills, with the ability to build strong partnership with business stakeholders and other support functions
Strong organizational and project management skills with demonstrated ability to manage expectations and deliver on commitments
Experience of working with senior leaders cutting across Technology, Operations and Strategy functions is an added advantage
Partner with Technology to identify/ resolve system issues, and implements system enhancements to increase efficiency
Swiftly Identifies potential risks in operational processes; develops and implements controls to mitigate related risk
Displays strong analytical skills to improve workflow to increase operational efficiency
Take complete responsibility of monitoring daily functions of Derivatives Confirmation Inbound process for the location
Organizes the work of the team, assigns task, sets short-term priorities, monitors all activities and ensure timely and accurate completion of the work
Periodically reviews the procedure documents ad check list
Ability to train and mentor new hires
Job Expectations:
Understands Derivatives trade life cycle and associated functions
Good understanding on Calypso, Endur, Pega and other industry standard applications
ISDA definitions
Excellent internal/external client handling skills
Ensure the process of drafting, reviewing Confirmations and matching are completed on timely basis
Escalate in a timely manner within the Operations group and Middle Office to ensure prompt resolution of exceptions/disputes
Ensure all client queries/disputes are solved within the timelines
Understands needs and sensitivities of internal and external clients and proactively ensuring these are met
Displays sound working knowledge around derivatives products, terminologies and trade life cycle
Acquainted with ISDA standards & definitions
Ensure all high-risk items are flagged off to the management on timely basis and the escalation matrix is followed
Involve in the various system implementation UAT testing
Builds relationship with businesses and counterparties to ensure effective escalation and timely resolutions
Posting End Date:
26 Apr 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .
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a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Req Number: R-536532