656 Investment Operations jobs in India

Job description

Stakeholder management and leadership:

• Managing key stakeholders and their expectations.
• Ensuring healthy relationship with Regulators and external auditors.
• Consistently explore opportunities for efficiency in the processes we adopt and follow.
• Provide training and coaching to junior members of the team.
• Contribute to delta initiatives that Ops run - Design, develop and deliver efficiency tools

Decision making and problem solving:

• Effective problem solving skills with a deeper, broader and clear understanding, Commercial effectiveness and reasonably good industry connect which can help the role.

Risk and Control:

• All Barclays colleagues have to ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Barclays Policies and Policy Standards.

Essential Skills and Qualifications will include:

• Knowledge of the securities market (Equity, Bonds & F&O) - transactions processing, reconciliations, corporate actions, billing, operational risk management
• Should be well versed with PMS, IA, AMFI, Depository Byelaws and SEBI regulations
• Excellent interpersonal skills
• Good analytical and communication skills
• Thorough knowledge of accounting principles and standards
• Educational degree of minimum Graduate level

Regulated Role:

This role is deemed as a regulated role.

Job location is Mumbai.

Join us as an 'Operation Analyst' at Barclays, where youll be working with the wealth operations team in Barclays Securities India Private Ltd (BSIPL) and supporting the domestic wealth business.

Purpose of the role:

To support PBWM with day-to-day processing, reviewing, reporting, and issue resolution.

Skills required:

• Graduate/MBA with 4 to 8 years of experience in investment operations from Banks/brokerage houses.
• Should be a good team player having good verbal and written communication.
• Maintains appropriate evidence and takes necessary steps required to support all operational attestations and internal policies.
• Complete all required regulatory certifications for the role.
• Independently coordinate with internal/concurrent/regulatory auditors and to ensure satisfactory audit ratings. Work towards the service levels and TAT are met
• To roll out implementation of regulatory related circular and compliance processes.
• Enhance operational efficiency related to the operational areas by working closely with internal and external stake holders and IT team.
• Manage queries / escalations from Business , Issue resolutions and if required from clients on client reports
• Planned enhancements i. e. Drafting of Business Requirements Document and coordination with Technology team, Coordinate with project managers and testing resources, Supervise the testing carried out and also execute testing, if necessary
• Ensure that Service Level Agreements laid out are adhered to.
• Handle escalations effectively and work towards speedy resolution.

Accountabilities:

• Support with day-to-day Private Bank and Wealth Management initiatives including processing, reviewing, reporting, and issue resolution with regards to accounts, products and services.
• Support the management of the banks client relations to clearly identify their needs and provide a service that meets expectations.
• Collaboration with teams across the bank to align and integrate Private Bank and Wealth Management processes.
• Identification of areas for improvement and providing recommendations for change in Private Bank and Wealth Management processes.
• Development and implementation of Private Bank and Wealth Management procedures and controls to mitigate risks and maintain operational efficiency.
• Development of reports and presentations on Private Bank and Wealth Management performance and communicate findings to internal senior stakeholders.
• Identification of industry trends and developments to implement best practice in Private Bank and Wealth Management Services.
• Participation in projects and initiatives to improve Private Bank and Wealth Management efficiency and effectiveness.

Analyst Expectations:

• To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.
• Requires in-depth technical knowledge and experience in their assigned area of expertise
• Thorough understanding of the underlying principles and concepts within the area of expertise
• They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources.
• If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others.
• OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate.
• Will have an impact on the work of related teams within the area.
• Partner with other functions and business areas.
• Takes responsibility for end results of a team s operational processing and activities.
• Escalate breaches of policies / procedure appropriately.
• Take responsibility for embedding new policies/ procedures adopted due to risk mitigation.
• Advise and influence decision making within own area of expertise.
• Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.
• Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function.
• Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
• Make evaluative judgements based on the analysis of factual information, paying attention to detail.
• Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.
• Guide and persuade team members and communicate complex / sensitive information.
• Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation.

Skills Required
Risk Assessment, investment strategies, Financial Analysis, Data Analysis, Client Relations, investment operations

**About this role:**
Wells Fargo is seeking a Institutional Investment Operations Associate
**In this role, you will:**
+ Provide operational and customer support for lifecycle tasks for institutional trades
+ Assist with client account onboarding, input and monitoring of cash payments, customer service, funding operations, custodial operations, securities settlement services, asset servicing structured loan operations, general ledger reconciliation and work to resolve confirmation and ISDA related issues
+ Assist in gathering data to support resolution of issues
+ Receive direction from manager and exercise judgment within defined parameters of the area while developing understanding of various functions, policies and procedures
+ Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
**Required Qualifications:**
+ 6+ months of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ 6 + months of relevant experience in DTC / International Settlements
+ B.com/MBA degree in Finance or related field.
**Job Expectations:**
+ Sound Knowledge of Trade Life Cycle
+ Ability to communicate with multiple stake holders.
+ Expertise in US Domestic markets (DTC)/International markets
+ Working knowledge of Broadridge systems including Impact and BPS, GCAS, Ascendis, Bloomberg, Gloss
+ Working knowledge of Intellimatch Reconciliation tool
+ Strong Analytical skills- Ability to interpret data
+ Evidence of research and problem solving skills.
+ Ability to work independently within a team framework.
+ Ability to work in a fast paced, high deadline driven environment
+ Ability to manage multiple priorities and to adjust workload accordingly
+ Ability to manage process related escalations effectively
+ shift Timing : 6:30 PM IST - 3:30 AM IST.
**Posting End Date:**
25 Aug 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-474183

About this role:

Wells Fargo is seeking an Institutional Investment Operations Specialist.

In this role, you will:

• Participate in lifecycle support tasks for institutional trade initiatives and identify opportunity for process improvements
• Assist leadership in bringing individual or teams together in order to resolve complex issues
• Assist in client account onboarding, input and monitoring of cash payments, customer service, project support, funding operations, custodial operations, securities settlement services, structured loan operations, general ledger reconciliation, as well as, work to resolve confirmation and ISDA related issue
• Provide subject matter expertise on projects along with internal and industry related initiatives
• Review and analyze functional operational tasks that require research, evaluation, and exercise independent judgment to guide the deliverable
• Present recommendations for resolving complex situations and exercise independent judgement while developing expertise on functions, projects, internal and industry related initiatives
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
• Perform due diligence on Forms W-8 and W-9 received from customers, account holders, or other payees.
• Ensure identify and document the tax residency and classification of customers, account holders, and other payees to correctly apply the applicable tax withholding and information reporting requirements
• Identify and resolve discrepancies or incomplete information promptly.
• Record verified details and outcomes of the due diligence in the System of Records (SoR) with precision and maintain a track of all requests within agreed Service Level Agreement (SLA).
• Follow confidentiality and data protection standards during all interactions and adhere to organizations policies, regulatory requirements and quality standards.
• Strong Knowledge on US Tax regulations
• Identifies and highlight/escalate potential risk arising within process.
• Excellent Interpersonal skills - ability to build relationships.
• Oversee BAU and identify process enhancement opportunities
• Support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture
• Work with other Client Data teams to effectively manage and process client data requests
• Develop strong working relationships with Stakeholders, Sales, Compliance, other onboarding teams
• Ensure and Adhere to the regulations, standards, policies and procedures
• Become a risk manager by ensuring data integrity and challenging where required
• Provide reporting to senior leadership and produce insightful analyses of the business upon request for management

Required Qualifications:

• 2+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
• Excellent communication skills both written and verbal
• Bachelor's degree in Accounting, Finance, or a business-related field is strongly preferred
• Previous experience in Operations and/or Financial Services industry - Relevant work experience of 2+ years in one or a combination of the following: Tax Operations, Back office, middle office, business operations, & compliance and client onboarding within Corporate Investment Banking or Wealth Investment Management.
• Knowledge and understanding of Excel, PowerPoint, Word
• Ability to research, compile, and perform complex analysis on critical operational data
• Be highly collaborative and team-oriented
• Demonstrate strong analytical and interpersonal skills
• Ability to work with impacted areas to understand complex problems
• Ability to work in a fast-paced, team oriented environment.
• Strong multi-tasking abilities in a high performance, high demand environment
• Ability to think strategically, drive consensus and influence decision making

Desired Qualification:

• Strong knowledge of TAX Regulations (FATCA, CRS).
• Advance knowledge on different type of TAX forms (W8, W9) & data validation.
• Strong knowledge on withholding statement & calculation
• Ability to independently research and analyze financial documents
• Ability to understand and work with data, including creating alignment among various data sources, developing trends, and creating risk-based analytics from multiple information sources.
• Knowledge of client on-boarding and Trade Life-Cycle
• Strong analytic ability, with high attention to detail, accuracy and strong problem solving skills
• Ability to communicate (written/verbal) effectively at all organizational levels
• Ability to plan and organize workload within tight deadlines, meeting day-to-day objectives as well as longer term strategic goals
• Perform analysis of, and make recommendations on functionality/efficiency of established controls and processes to ensure appropriate risk based operational procedures are in place and are meeting regulatory requirements/expectations

Process Overview - Operations is responsible for end-to-end client data strategy, data connectivity, data integrity and reporting. We act as data steward for core client & related data elements. It also supports maintaining client data and lifecycle space through system integration, data validation, automation and instituting Lean workflow principles. In addition, provides strategy across the maintenance space that focuses on enhancing existing processes while mitigating risk and leveraging vendor solutions, where applicable.
Our teams work closely across the firm to develop and deliver new products and services, while mitigating operational risk and enhancing the client experience. We drive process and technology change to scale and automate our businesses. To summarize, for every new product launched and every trade executed, it is Operations that develops and manages the processes and controls that enable business flow.

About the Role - The Operations Shared Services team is a cross-functional group of teams that provide support for Reference Data as well as the broader Wells Fargo organization. The Shared Services organization aims to be the owners and stewards of both client and product data with a focus on operational excellence and superior client servicing. The Tax Operations team ensures that CIB is compliant with the Global Tax Information Reporting Policy and Internal Revenue Service (IRS) regulations for information reporting, withholding and documentation for CIB Markets clients. Team member must correctly identify and document the tax residency and classification of customers, account holders, and other payees to correctly apply the applicable tax withholding and information reporting requirements. In addition, the team member must perform due diligence on Forms W-8 and W-9 received from customers, account holders, or other payees. Team member will also drive initiatives and provide solutions that will have an impact on client experience and risk mitigation.

Posting End Date:
24 Aug 2025
*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

 Job Description

• Required Qualifications:
• MBA or an advanced degree (or equivalent experience)
• 4+ years of Finance related experience &/or equivalent number of years of data analysis utilizing tools such as Microsoft Excel, Microsoft Access, SQL Server, Oracle, while utilizing various methods to automate the output using T-SQL/PL/SQL and writing complex logic to provide the end users with concise reporting.
• Expected to maintain knowledge of the department and industry specific process and procedures,
• Deep understanding of reference data hierarchy, regulatory knowledge impacting Capital markets is critical to have.
• Self-starter with the ability to challenge status quo & improve quality of delivery /output.
• Ensure operational practices are in compliance with relevant risk standards, policies and regulations to maintain an effective control environment
• Excellent presentation skills, effective written and verbal communication skills.
• Build, maintain & nurture relationship with global senior stake holders
• Communicate, correspond, understand requirements & turn them into meaningful dashboards which influence decision making in the interests of our customers & stake holders.
• Deep data analysis to locate and identify various aspects of the Client reporting requirements. (Data analysis includes potentially manually reviewing documents, system data points, aggregation and reporting of issues or gaps within the data).
• Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with business partners and other support functions. Consultative in approach, understanding and anticipating business partner needs and proactively delivering solutions
• Strong organizational and project management skills with demonstrated ability to manage expectations and deliver on commitments

Skills Required
Capital Markets, Data Analysis, Sql, Plsql

AXA XL Investments manages approx. Euro 41 billion of investment portfolio. AXA XL Investment has three strategic locations for its operations. New York, Bermuda, and India.Investment Operations is responsible for maintaining a high degree of data integrity, multiple system maintenance, and high-end reporting delivery along with other operational tasks for AXA XL Investment Management. Consumers of this data include other Investment teams like Allocations, Investment reporting and Compliance ALM and Risk management.The Data Integrity Team is a part of Global Investment Operations Group, It is a dedicated group of professionals who ensure that all AXA XL cash & positions data are accurate for critical processes including investment management, analytics, compliance, and regulatory reporting. Cash & Position types include, but are not limited to, equities, Allocation, OTC derivative positions (swaps, swaptions, FXs, and) and collateral. The roles and responsibilities will include actively executing data validation controls and related reconciliations by ensuring the Investment book of record is reconciled with the custodian, manager. The position will be responsible for carrying out other controls including some specific to cash, position reconciliations and exception management processes ensuring that AXA XL Portfolio data is in line with custodians, counterparties, and other prime record holders every day. The team member will liaise with data vendors, other internal investment functions like Allocation, Risk and Strategy team, Investment Accounting and Treasury to resolve data related issues. This will be an individual contributor role, so we are looking for a self-driven motivated individual. Your primary upward interaction will be with a direct supervisor or team lead and other Investment Functions across various geographical locations. In this role, you need to analyze and solve moderately complex problems.

DISCOVERyour opportunity

What will your essential responsibilities include?

·Execute monthly CRDB (Concentration Risk Database) which is a risk view of our current holdings, self-directedly able to run the associated controls, reconciliation and support Internal Audit requirements.

·Review and analyze reference data attributes of Fixed Income Bonds (ABS, MBS, Corporate Bonds Term loans, Sovereign Bonds), Listed Equity, Private Credit and Private Equity and work with data vendor & accounting team to record accurate data points across systems.

·Maintain and create Data model, data flows and provide end-to-end solution and processes.

·Identify defects in data and ensure they are logged appropriately and work with relevant teams to ensure resolution.

·Collect and liaise for new data requirements for internal and external reporting, including various regulatory reporting’s like BSCR and Solv II.

·Collaborate across various internal teams like Allocations, Risk, Reporting and external vendors, Custodian, other data providers.

·Leverage Power query/Power BI to automate manual process and controls.

·Handle data related queries self-directedly and troubleshoot to provide desired solution and actively participate in new controls development.

·Perform system to system reconciliation across systems to ensure data consistency.

·Communicate effectively across the ladder when discussing the data issues and addressing the adhoc queries received from other teams.

·Perform other duties as and when assigned by the manager and help manager achieve the desired goal for a period.

You will report to Delivery Leader, Data Integrity Group (India).

SHARE your talent

We’re looking for someone who has these abilities and skills:

Required Skills and Abilities:

·Bachelor’s/master’s degree in finance/computer.

·Experience of relevant years in back-office operations in data analysis in financial services industry.

·Outstanding working knowledge of MS Excel, Power BI, Power query MS Word & PowerPoint.

·Proven knowledge about capital market and Investment instruments with the respect to global financial environment.

·Excellent communication skills required to interact with internal colleagues and external vendors to resolve queries or completing a task in hand.

·Must have excellent analytical skill with technical bent of mind, ability to understand and work with data, including creating alignment among various data sources.

·Good understanding of data management processes including like defining Data validations rules, Data exceptions monitoring and handling.

·Prior experience in working on systems like Bloomberg would be an advantage.

Desired Skills and Abilities:

·CFA / FRM (Level -1) preferable (not mandatory).

·Requires minimal supervision and able to work self-directedly to complete the given task and proactively reach out to respective team to seek solutions when required.

·Any work experience of VBA/SQL (basic or advanced) would be preferable.

·Ability to work with large volumes of Data.

·The collective player with the ability to engage with multiple teams in a large organization.

FIND your future

AXA XL, the P&C and specialty risk division of AXA, is known for solving complex risks. For mid-sized companies, multinationals and even some inspirational individuals we don’t just provide re/insurance, we reinvent it.

How? By combining a comprehensive and efficient capital platform, data-driven insights, leading technology, and the best talent in an agile and inclusive workspace, empowered to deliver top client service across all our lines of business − property, casualty, professional, financial lines and specialty.

With an innovative and flexible approach to risk solutions, we partner with those who move the world forward.

Inclusion & Diversity

This role is for one of Weekday's clients

Salary range: Rs 12000 - Rs 15000 (ie INR 12-15 LPA)

Min Experience: 2 years

Location: Mumbai

JobType: full-time

We are seeking a detail-oriented and proactive Investment Operations professional with at least 2 years of experience in private credit or related investment operations. This role will focus on operational support for our private credit investment portfolio, including calculating Net Asset Value (NAV), managing deal documentation, coordinating with internal and external stakeholders, and ensuring efficient post-investment monitoring.

You will play a critical part in ensuring the smooth execution of investment operations, maintaining compliance, monitoring cash flows, and assisting in the accurate reporting of fund performance. The ideal candidate will have a solid understanding of NAV, private credit strategies, investment documentation, and cross-functional coordination in a fund environment.

Key Responsibilities:

• Documentation Review & Monitoring:
• Understand and interpret key documentation terms related to investments.
• Assist in actively tracking and monitoring covenants, securities, post-deal conditions, and other legal/investment terms.
• Deal Execution Support:
• Provide execution and documentation support during deal closures.
• Coordinate with legal, risk, and compliance teams to ensure smooth documentation flow.
• Internal Coordination:
• Act as a liaison between portfolio management and internal departments such as Operations, Risk, and Compliance to ensure investment terms are adhered to.
• Maintain organized records of ongoing and closed transactions.
• NAV and Cash Flow Calculations:
• Accurately calculate Net Asset Values (NAV) and cash flows of underlying private credit deals.
• Track disbursements, repayments, and income related to individual investments.
• Reporting and Fund Communication:
• Prepare detailed and insightful fund fact sheets and investor communications.
• Assist in compiling performance updates and presentations for both internal and external stakeholders.
• Stakeholder Coordination:
• Engage with custodians, trustees, NSDL, and other relevant entities to manage fund operations.
• Coordinate with investee companies to ensure timely payments and regular reporting.
• Compliance and Monitoring:
• Maintain compliance with operational and legal requirements across all deals.
• Track deadlines, performance milestones, and covenant adherence using internal systems.

Required Skills & Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 2+ years of experience in investment operations, preferably within private credit or alternative investments.
• Proficiency in calculating NAV and tracking deal cash flows.
• Comfort with financial documentation and legal investment structures.
• Strong command of Microsoft Excel, PowerPoint, and Word.
• Ability to interpret financial statements and legal documents.
• Strong communication and interpersonal skills to effectively coordinate across multiple teams and external stakeholders.
• Highly organized with attention to detail and ability to manage multiple priorities. 

Skills Required
Nav, Net Asset Value, Investments, Strategies

About this role:

Wells Fargo is seeking a Institutional Investment Operations Associate

In this role, you will:

• Provide operational and customer support for lifecycle tasks for institutional trades
• Assist with client account onboarding, input and monitoring of cash payments, customer service, funding operations, custodial operations, securities settlement services, asset servicing structured loan operations, general ledger reconciliation and work to resolve confirmation and ISDA related issues
• Assist in gathering data to support resolution of issues
• Receive direction from manager and exercise judgment within defined parameters of the area while developing understanding of various functions, policies and procedures
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

Required Qualifications:

• 6+ months of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 6 + months of relevant experience in DTC / International Settlements
• B.com/MBA degree in Finance or related field.

Job Expectations:

• Sound Knowledge of Trade Life Cycle
• Ability to communicate with multiple stake holders.
• Expertise in US Domestic markets (DTC)/International markets
• Working knowledge of Broadridge systems including Impact and BPS, GCAS, Ascendis, Bloomberg, Gloss
• Working knowledge of Intellimatch Reconciliation tool
• Strong Analytical skills- Ability to interpret data
• Evidence of research and problem solving skills.
• Ability to work independently within a team framework.
• Ability to work in a fast paced, high deadline driven environment
• Ability to manage multiple priorities and to adjust workload accordingly
• Ability to manage process related escalations effectively
• shift Timing : 6:30 PM IST - 3:30 AM IST.

Posting End Date:
25 Aug 2025
*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

 Job Description

• Required Qualifications:
• MBA or an advanced degree (or equivalent experience)
• 4+ years of Finance related experience &/or equivalent number of years of data analysis utilizing tools such as Microsoft Excel, Microsoft Access, SQL Server, Oracle, while utilizing various methods to automate the output using T-SQL/PL/SQL and writing complex logic to provide the end users with concise reporting.
• Expected to maintain knowledge of the department and industry specific process and procedures,
• Deep understanding of reference data hierarchy, regulatory knowledge impacting Capital markets is critical to have.
• Self-starter with the ability to challenge status quo & improve quality of delivery /output.
• Ensure operational practices are in compliance with relevant risk standards, policies and regulations to maintain an effective control environment
• Excellent presentation skills, effective written and verbal communication skills.
• Build, maintain & nurture relationship with global senior stake holders
• Communicate, correspond, understand requirements & turn them into meaningful dashboards which influence decision making in the interests of our customers & stake holders.
• Deep data analysis to locate and identify various aspects of the Client reporting requirements. (Data analysis includes potentially manually reviewing documents, system data points, aggregation and reporting of issues or gaps within the data).
• Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with business partners and other support functions. Consultative in approach, understanding and anticipating business partner needs and proactively delivering solutions
• Strong organizational and project management skills with demonstrated ability to manage expectations and deliver on commitments

Skills Required
Capital Markets, Data Analysis, Sql, Plsql

**About this role**:
Wells Fargo is seeking an Institutional Investment Operations Associate.

**In this role, you will**:

- Provide operational and customer support for lifecycle tasks for institutional trades
- Assist with client account onboarding, input and monitoring of cash payments, customer service, funding operations, custodial operations, securities settlement services, asset servicing structured loan operations, general ledger reconciliation and work to resolve confirmation and ISDA related issues
- Assist in gathering data to support resolution of issues
- Receive direction from manager and exercise judgment within defined parameters of the area while developing understanding of various functions, policies and procedures
- Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

**Required Qualifications, US**:

- 6+ months of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

**Required Qualifications, International**:

- Experience in Institutional Investment Operations, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

**Desired Qualifications**:
**Job Expectations**:
**We Value Diversity**

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.