Department Overview
The BDS (Broker dealer services) business team is responsible for trade processing, settlements, fail clean up and processing corporate actions. They also responsible for book keeping of holdings and reconcile the cash and positions in the clients and depot accounts. The team provides the support to the projects to enable the delivery model forWells Fargothat would help us service our customers faster. The support includes project management, UAT co-ordination and BA activities.
About the Role
This position will focus on delivering the Product & Strategic Delivery change portfolio aligned with Broker dealer operations from I&P.The role will support onshore Product & Strategic Delivery Team in delivery of their change projects.
In this role, you will
Lead support functions or operations for multiple business groups and contribute to large scale strategic initiatives
Ensure efficiency, quality, cost effectiveness of solutions, and pipeline management relating to assigned operations
Research moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy and Business Execution, and understanding of international business
Work independently to make recommendations for support function by providing support and leadership
Assist in the planning and execution of a variety of programs and initiatives that may include risk mitigation, efficiency, and customer experience
Collaborate and consult with team leaders in developing project plans, policies and procedures
Provide leadership in management of relationships and implementation of programs, services, and initiatives with cross functional business partners
Responsibilities
Partner & collaborate with stakeholders located both locally & globally in achieving shared business objectives & goals.
Maintain routines to track progress against published project deliverable timelines
Leverage relationships with Operations, Technology and QA to schedule change delivery
Support Onshore P&SD to facilitate routine initiative update calls
Should be able to support the
shift from 330 PM IST to 1230 AM IST.
Coordination and ownership of the scheduled UAT releases
Assist with documentation of changes, as applicable
Generate and produce meaningful reports, including weekly, monthly, and ad hoc reporting requests
Communicating issues identified and delivering reports in a timely manner to recipients
Essential Qualifications
8+ years of financial services experience with good communication skills.
Minimum 5+ years of Business Analyst experience in capital markets space.
Strong in end to end project management in agile methodology.
Strong in documentation, data analysis, and metrics reporting experience.
Experience processing securities transactions on the Broadridge platform in any capacity (Settlements, Asset Servicing, etc)
Experience settling Buy / Sell, Repo and/or Stock Borrow / Loan Transactions at DTCC
Experience setting up and maintaining securities data on Broadridge
Experience analyzing transaction breaks on the Broadridge platform
Experience on Global One, Loanet or GSF
Experience building Client accounts Wire / securities settlements
Experience in Funding Operations and related systems / applications
Experience settling international securities at ClearStream using Broadridge Gloss platform.
The ability to communicate effectively with superiors and colleagues
Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
Ability to work in a fast paced deadline driven environment
Exceptional analytical and conceptual thinking skills
Candidate should have experience in writing BRD's, User Stories, test cases and performing UAT.
Hands on experience in business and risk analysis space.
Desired Qualifications
Experience/knowledge of equity and fixed income transaction lifecycle.
Graduate degree or higher / MBA (Preferred)
Experience at a Strategy Consulting firm
Knowledge in Agile/SDLC Methodologies
Experience working in international environment
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.
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