Institutional Investment Operations Associate
Wells FargoMatch Score
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Protocol Intelligence
Data-driven signals on your job's competitivenessTier-1 bank, generic operations role in Bangalore with broad requirements increases applicant competition.
Investment operations require custodial, settlement, and compliance knowledge, so background fit is high.
Explicit 6+ months required but generalist operational tasks imply moderate screening.
Job Description
Structured overview of role & requirementsAbout This Role
Provide operational and customer support for lifecycle tasks related to institutional trades including account onboarding, cash payment monitoring, funding, custodial and securities settlement operations.
Assist in resolving confirmation and ISDA related issues, general ledger reconciliation, and support structured loan operations.
Collaborate with peers and managers to resolve issues, adhere to policies, and achieve operational goals under managerial direction within defined parameters.
Minimum Requirements
Minimum 6+ months of Institutional Investment Operations experience or equivalent demonstrated via work experience, training, military experience, or education.
Not explicitly mentioned: mandatory degree, specific technical skills, or location requirements.
Not explicitly mentioned: notice period or onsite/remote work mandates.
Must comply with Wells Fargo’s risk and compliance program requirements including regulatory compliance and risk mitigation responsibilities.
Ideal Candidate Profile
Experience in institutional investment operations with familiarity in trade lifecycle and client onboarding processes.
Ability to work under defined guidelines while exercising judgment within operational parameters and escalating issues as needed.
Comfortable in a structured, compliance-driven environment emphasizing risk management and operational governance.