Institutional Investment Operations Specialist
Wells Fargo (company site, opens in a new tab)2+ yrsBengaluruOn-siteDirect career pageEst. 8–14 LPA
Posted 7d ago
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Job description
Structured overview of role & requirements
About This Role
- Own end-to-end institutional Markets client onboarding, from collecting and validating client data through system setup and readiness to trade.
- Coordinate Front Office, Operations, KYC, Credit, Legal, Documentation and other teams; manage onboarding status, risks, controls and regulatory compliance.
- Support onboarding process improvements and transformation, including automation, control enhancements and performance reporting.
Minimum Requirements
- Work Experience Required: 2+ years of Institutional Investment Operations experience, or equivalent demonstrated through work experience, training, military experience or education.
Ideal Candidate Profile
- Has experience with institutional client onboarding or lifecycle management in Corporate or Investment Banking, especially across Markets products and trade lifecycles.
- Understands onboarding controls and documentation such as KYC/AML, tax documents, ISDA and SSI setup, and relevant banking regulations.
- Can manage multi-team onboarding cases while analyzing operational risks, resolving documentation or confirmation issues, and identifying practical process improvements.