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Wells Fargo

Lead Capital Markets Middle Office Specialist

Posted 3 Hours Ago
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Hybrid
Charlotte, NC, USA
Senior level
Hybrid
Charlotte, NC, USA
Senior level
Leads capital markets middle-office operations for an FCM, supporting cleared derivatives lifecycle processing, reconciliations, deliveries, trade capture, allocations, exception resolution, and risk mitigation. Reviews complex products, resolves trade issues, supports cross-functional initiatives, and serves as a subject matter expert and mentor. The role requires collaboration with clients, traders, sales, service teams, vendors, and clearinghouses.
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Why Wells Fargo
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place.
Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces "to grow your career." Join us!
About this role:
This position supports the Futures Commission Merchant (FCM) business in the Corporate & Investment Banking division of Wells Fargo Global Operations. The candidate will be a member of the FCM Operations Clearing team responsible for reconciliations, deliveries, trade capture and related processes for exchange-traded derivatives (including futures, options on futures, interest rate swaps, and credit default swaps). Primary responsibilities include processing all daily derivative lifecycle events at the clearinghouses and within the firm's books and records system in an accurate and timely manner.
This individual will be responsible for performing daily processes including reconciliations, delivery processing, trade capture, allocations, exception resolution, and processing of non-trade activity (option expirations, transfers, deliveries, compressions, closeout instructions, etc.) as well as mitigating risk associated with such processes. They will foster relationships with FCM Client Service, Sales, Fees and Brokerage teams as well as clients, middle office, traders and outside vendors to effectively accomplish the team's goals. The applicant must be able to filter and synthesize detailed information, as well as understand system processes and workflows.
In this role, you will:
  • Lead and implement complex initiatives of profit and loss generation and attribution
  • Participate in cross functional planning Capital Markets Middle Office
  • Review and analyze complex products that require in-depth evaluation of multiple factors including intangibles or unprecedented factors
  • Review, research and resolve trade issues
  • Facilitate resolutions for complex trade related issues
  • Collaborate and consult with peers, colleagues and senior managers to resolve trade issues
  • Serve as a subject matter expert and mentor analysts

Required Qualifications:
  • 5+ 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:
  • 3+ years of experience utilizing the FIS GMI, Clearvision, or Cleared Derivatives processing systems.
  • 3+ years of experience working with cleared OTC products
  • 3+ years of FCM operations and/or project implementation experience
  • Working knowledge of the CME Group, ICE, LCH, OCC or other comparable clearinghouse systems
  • Advanced knowledge of trade processing life-cycle
  • Leadership experience including coaching, training, and mentoring

Job Expectations:
  • This position is NOT eligible for Visa sponsorship.
  • Ability to work a flexible schedule.
  • Ability to work on site in a hybrid role.
  • Fully remote work locations are not available for this role. If you are not in a location listed on the posting, you must commit to relocation within an agreed upon timeframe.
  • Relocation assistance is not available for this position.

Posting End Date:
12 Nov 2026
*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.
c. Please be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo.

Wells Fargo Charlotte, North Carolina, USA Office

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

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