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Senior Institutional Investment Operations Representative

  • Operations
  • Full time
  • R-365375

About the Role
Wells Fargo is seeking a Senior Institutional Investment Operations Representative. Performs a variety of operational tasks from simple or routine tasks in Foreign exchanges or cash related transactions and Process relating to FX Settlements Process. You will interact closely with external clients, US stakeholders and US team members on daily basis

In this role, you will:

  • Perform a variety of operational tasks for complex institutional trades or process extensive knowledge of systems
  • Provide ideas for improving or implementing processes
  • Perform moderately complex duties such as processing, researching inquires, and reconciling transactions
  • Review time sensitive documents
  • Provide training or work direction to less experienced staff
  • Support audit requirements within the process
  • Address compliance and corporate governance issues for the department
  • Lead or participate in projects
  • Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
  • Interact with internal and external customers as per prescribed process or procedure
  • Identify and drive process re-engineering or transformation opportunities within the process
  • Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
  • Candidate should have strong knowledge about SWIFT standards and their message fields in MT202, MT103, MT 202+103, MT202+202.
  • Should have knowledge about FX Products like SPOT, FORWARD, SWAP, Money Market, etc.
  • Candidate willing to work in night shift and work over weekends & US off’s
  • Co-ordinate with on-shore business partners and working closely with them to resolve all issues.
  • Ensuring by EOD all the queues are cleared.
  • Domain Knowledge should be in FX market, Trade life cycle, Payment Methods, Clearing House for Routing FX Payments.
  • Sound & Strong Knowledge of FX Payments & Settlement process and trade life cycle
  • This profile is highly interact with external clients like corporate, banks, traders, middle office.so candidate should have excellent process and product knowledge
  • Excellent analytical skill and Language proficiency
  • Strong ability to communicate in written/verbal form
  • Ability to work to strict deadlines/under pressure and maintain calm manner
  • Accuracy & attention to detail.
  • Customer Focused skills.
  • Microsoft Office – proficient on Excel, Outlook, Word.
  • Ability to work as a team player and as an individual.
  • Excellent email and time management skills.

Required Qualifications:

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

Desired Qualifications

  • Bachelor’s degree in Finance preferable
  • 4+ years of experience in the FX operations settlements background preferably.
  • Ability to demonstrate effective analytical skills /decision making skill.
  • Energetic individual that works well under pressure in a team environment with demanding deadlines
  • Ability to identify areas of improvement and also formulate plans to effect positive change within a team environment
  • Able to analyze and interpret data from both statistical and efficiency standpoints

Posting End Date: 

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 US: 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.

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.

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