Institutional Investment Operations Specialist
Wells Fargo (company site, opens in a new tab)2+ yrsBengaluruOn-siteDirect career pageEst. 6–12 LPA
Posted on 21 Sept
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Job description
Structured overview of role & requirements
About This Role
- Support lifecycle of institutional trade initiatives including process improvement identification.
- Assist leadership in convening teams to resolve complex operational issues.
- Provide expertise and manage tasks across client onboarding, funding, securities settlement, reconciliations, and related project support.
Minimum Requirements
- Minimum 2 years experience in Institutional Investment Operations or equivalent (training, military, education).
- Experience with client account onboarding, securities settlement, custodial operations, and cash payment monitoring required.
- Work Experience Required: 2+ years in Institutional Investment Operations or equivalent.
- Notice period: Not explicitly mentioned in the JD.
Ideal Candidate Profile
- Operationally focused with experience managing complex institutional trade processes and cross-functional issue resolution.
- Capable of independent judgment to analyze and recommend solutions for complex operational tasks and projects.
- Experience collaborating across teams and with leadership to meet organizational goals in investment operations environment.