Securities Operations Associate,
Wells Fargo (company site, opens in a new tab)0.5+ yrsBengaluruOn-siteDirect career pageEst. 4–9 LPA
Posted 13h ago
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Job description
Structured overview of role & requirements
About This Role
- Support lifecycle tasks within Securities Operations, focusing on low complexity trade environment processes and issue resolution.
- Collaborate with internal and external stakeholders to resolve issues and improve operational procedures related to trade settlements and client account servicing.
- Contribute to projects and process improvements impacting securities operations including trade settlement, reconciliation, and exception management.
Minimum Requirements
- At least 6 months of Securities Operations experience or equivalent via work, training, military, or education.
- Minimum 3+ years of Trade Settlements experience with strong understanding of the trade lifecycle, settlements, reconciliation, and exception management.
- Knowledge of Securities Operations functions such as client onboarding, cash payments, funding, and securities settlement services.
- Work Experience Required: 3+ years in Trade Settlements explicitly mentioned as job expectation.
Ideal Candidate Profile
- Experienced with domestic and international trade settlements including trade matching, confirmation, allocation, reconciliation, and post-settlement activities.
- Capable of managing trade settlement exceptions, failed and unmatched trades (DKs), and break resolution.
- Knowledgeable of multiple financial product settlements such as Equity, Fixed Income, FX, and Mutual Funds.