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Wells Fargo

Capital Markets Middle Office Specialist

Posted 6 Hours Ago
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Hybrid
Charlotte, NC
Mid level
Hybrid
Charlotte, NC
Mid level
The role involves trade capture, P&L generation, exception resolution, and collaboration with various teams within Capital Markets. Expect moderate complexity in trade issues and participation in the middle office operations for derivatives products.
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At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
About this role:
Wells Fargo is seeking a Capital Markets Middle Office Specialist to support the Credit MO Trading desk as a part of our Corporate Investment Banking (CIB) Operations division. Learn more about our career areas and lines of business at wellsfargojobs.com.
In this role, you will:
  • Trade capture, P&L generation and attribution, Volcker Risk-based P&L Attribution review, exception resolution, project management, position and trade maintenance, trial balance substantiation, and regulatory reporting
  • Interact closely with multiple business partners including Trading, Sales, Finance, Technology, Documentation, Legal, Payments and Market Risk
  • Work with external counterparties in confirming and assuring trades settle appropriately.
  • Responsible for a variety of day-to-day tasks as well as ad hoc requests and project work
  • Participate in moderately complex derivatives products within Capital Markets Middle Office
  • Contribute to large scale planning related to profit and loss generation, attribution and trades
  • Review, analyze and resolve moderately complex trade issues that require in-depth evaluation
  • Resolve moderately complex trade issues
  • Lead team to meet functional area and process deliverables
  • Deliver solid understanding of the function, policies, procedures and compliance requirements
  • Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
Required Qualifications:
  • 2+ years of Capital Markets industry experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • Industry experience in middle office, risk-based role, and/or equivalent experience in supporting a fixed income and derivative trading desk
  • Understanding of profit and loss (P&L) attribution
  • Extensive knowledge and understanding of securities and derivative products
  • Sound operational experience with complicated transactions
  • Advanced Microsoft Office experience
  • Experience with trading applications such as Bloomberg, Calypso, and Broadridge is strongly preferred
  • Excellent verbal, written, and interpersonal communication skills
  • Effective organizational, multi-tasking, and prioritizing skills
  • Ability to work in a fast-paced deadline driven environment
  • Knowledge and understanding of SQL, VBA, Python
Primary Posting Location:
  • 550 S Tryon St, Charlotte, North Carolina 28202
Job Expectations:
  • This position offers a hybrid work schedule at the posted location listed.
  • Relocation assistance is not available for this position.
  • Visa Sponsorship is not available for this position.
Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; foreign exchange, rates and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe.
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CRF 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
Posting End Date:
2 Sep 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.

Top Skills

Bloomberg
Broadridge
Calypso
MS Office
Python
SQL
VBA

Wells Fargo Charlotte, North Carolina, USA Office

355 W Martin Luther King, Jr BLVD, Charlotte, NC, United States, 28202

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