Institutional Investment Operations Specialist
Wells Fargo (company site, opens in a new tab)2+ yrsBengaluruOn-siteDirect career pageEst. 8–14 LPA
Posted 7h ago
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Job description
Structured overview of role & requirements
About This Role
- Manage end-to-end client onboarding for Markets businesses, coordinating data collection, system setup, and compliance adherence.
- Serve as primary liaison among Front Office, Operations, Compliance, Credit, and Documentation teams to ensure timely onboarding and regulatory compliance.
- Drive process improvement initiatives to enhance client experience, operational efficiency, and control environment.
Minimum Requirements
- Minimum 2+ years of Institutional Investment Operations experience or equivalent via education/training.
- Strong familiarity with client onboarding, lifecycle management, and trade lifecycle processes across Markets products (Securities, FX, Futures, etc.).
- Understanding of onboarding and regulatory requirements including KYC, AML, ISDA, and regulatory due diligence.
- Proficiency in Microsoft Excel, PowerPoint, Word; experience with Tableau, Markit, DTCC/ALERT is a plus.
Ideal Candidate Profile
- Experience working cross-functionally with Front Office, Compliance, Credit, and Legal teams in a complex institutional markets environment.
- Ability to interpret legal agreements, regulatory frameworks (FINRA, Dodd-Frank), and manage multifaceted operational processes.
- Track record of contributing to process improvement and transformation initiatives within Investment Operations and client onboarding contexts.