# Institutional Investment Operations Specialist at Wells Fargo

Wells Fargo is hiring an Institutional Investment Operations Specialist in Bengaluru, India. Level rates it Little AI ●○○○; you can [apply on Wells Fargo](https://jobsbylevel.com/go/79bdcd80-45ec-4335-b0ab-42b7031c5ff3?utm_medium=ai-agent).

AI Level 1, AI centrality 36 out of 100. Bengaluru, India.

## Details

- Company: [Wells Fargo](https://jobsbylevel.com/companies/wells-fargo)
- AI level: AI Level 1 (score 36 out of 100)
- Location: Bengaluru, India
- Posted: November 5, 2026
- Apply: https://jobsbylevel.com/go/79bdcd80-45ec-4335-b0ab-42b7031c5ff3?utm_medium=ai-agent
- Free CV review for this job: https://jobsbylevel.com/cv-review?job=institutional-investment-operations-specialist-at-wells-fargo-5d5a21

## Description

About This Role Wells Fargo is seeking an Institutional Investment Operations Specialist . In This Role, You Will The team member will be part of the Markets Client Delivery Onboarding team , responsible for supporting client onboarding across Markets businesses, including FX, Rates, Equities, Fixed Income, Futures, Commodities, Commercial Real Estate, and Prime Services . The role involves coordinating end-to-end onboarding activities, including client data collection, validation, system setup, and stakeholder engagement. As a central point of contact, the team member will work closely with Front Office/Sales, Operations, KYC, Credit, and Documentation teams to facilitate timely client onboarding, provide status updates, and ensure compliance with internal policies and regulatory requirements. The team member will also contribute to process improvement and transformation initiatives aimed at enhancing client experience, strengthening controls, and improving operational efficiency. Participate in lifecycle support activities for institutional trade initiatives and identify opportunities for process improvements. Assist leadership in bringing individuals and teams together to resolve complex issues. Support client account onboarding, cash payment input and monitoring, customer service, project support, funding operations, custodial operations, securities settlement services, structured loan operations, and general ledger reconciliation. Support the resolution of confirmation and ISDA-related issues. Provide subject matter expertise on projects and internal and industry-related initiatives. Review and analyze operational activities requiring research, evaluation, and independent judgment. Present recommendations for resolving complex situations and exercise independent judgment while developing expertise across functions and projects. Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve business objectives. Required Qualifications 2+ years of Institutional Investment Operations experience , or equivalent demonstrated through one or a combination of work experience, training, military experience, or education. Desired Qualifications Experience in Client Onboarding, Client Lifecycle Management, and Corporate & Investment Banking . Strong knowledge of Markets products and trade lifecycle processes, including Securities, Fixed Income, Equities, FX, Futures, Derivatives, and related post-trade activities . Comprehensive understanding of onboarding and regulatory requirements, including KYC, CDD, EDD, AML, Tax Documentation, ISDA, SSI setup, and regulatory due diligence . Working knowledge of regulatory frameworks such as FINRA, Dodd-Frank, Qualified Financial Contracts (QFC), and other applicable banking regulations . Ability to interpret and analyze legal agreements, regulatory requirements, client documentation, and complex operational processes. Demonstrated experience partnering with cross-functional stakeholders and managing deliverables across multiple teams and business functions. Strong analytical, problem-solving, and decision-making skills, with the ability to identify risks, evaluate controls, and recommend practical solutions. Proficiency in Microsoft Excel, PowerPoint, and Word , with experience using reporting and visualization tools such as Tableau and industry platforms including Markit and DTCC/ALERT . Excellent communication and stakeholder management skills, with the ability to influence outcomes and build effective working relationships. Bachelor’s or Master’s degree in Finance, Business Administration, Accounting, Economics, or a related field preferred . Job Expectations Serve as the primary case manager for end-to-end client onboarding activities, ensuring timely and accurate delivery throughout the onboarding lifecycle. Partner with internal and external stakeholders to facilitate a seamless onboarding experience while meeting client, business, and regulatory

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/institutional-investment-operations-specialist-at-wells-fargo-5d5a21

Source: https://jobsbylevel.com/jobs/institutional-investment-operations-specialist-at-wells-fargo-5d5a21

## Cite this page

Level. https://jobsbylevel.com/jobs/institutional-investment-operations-specialist-at-wells-fargo-5d5a21.

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