Wells Fargo Logo

Wells Fargo

Lead Capital Markets Middle Office Specialist

Posted 5 Hours Ago
Be an Early Applicant
Hybrid
Charlotte, NC, USA
Senior level
Hybrid
Charlotte, NC, USA
Senior level
About this role:
Wells Fargo is seeking a Lead Capital Markets Middle Office Specialist within the Commodities team as a part of Corporate Investment Banking Operations
This role includes extensive PNL reporting and life-cycle management of the energy & commodity suite including natural gas, crude, power, agriculture, and metals.
Functions for this position include:
  • Perform daily Profit and Loss reporting
  • Perform daily Profit and Loss Attribution reporting
  • Perform daily reconciliation of Profit and Loss with finance and system of record
  • Perform daily reconciliation of unrealized PNL, realized PNL and marketing fee between system of record and Front Office
  • Responsible for documenting and maintaining standard operating procedures for PNL Team
  • Perform other ad hoc projects as assigned

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
  • 5 years in a middle office Profit and Loss (PnL) analyst role with an energy major and/or bank that's heavily engaged in energy trading
  • Extensive knowledge and understanding of loan, securities, and derivative products
  • Experience with both physical and financial derivative products
  • Experience with Endur and ION/Openlink systems.
  • Strong analytical skills and effective communicator
  • Strong Microsoft Excel skills and comfortable consuming big data and articulate what that data represents
  • Intermediate Microsoft Office skills
  • Ability to work in a fast-paced deadline driven environment
  • Effective organizational, multi tasking, and prioritizing skills
  • Excellent verbal, written, and interpersonal communication skills

Job Expectations:
  • Ability to work a hybrid schedule
  • Willingness to work on-site at stated location on the job opening
  • Ability to work additional hours as needed
  • This position is not eligible for Visa sponsorship

Posting Location:
  • 550 S Tryon St, Charlotte, NC 28202

Top Skills

Endur
Ion
Excel
Openlink

Wells Fargo Charlotte, North Carolina, USA Office

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

Similar Jobs at Wells Fargo

5 Hours Ago
Hybrid
Charlotte, NC, USA
Senior level
Senior level
Fintech • Financial Services
Lead the Risk Analytics team to develop valuation frameworks for credit card origination strategies, utilizing advanced analytics and financial modeling. Responsibilities include managing teams, influencing stakeholders, and optimizing marketing budgets for Direct Mail acquisitions.
Top Skills: PythonSAS
5 Hours Ago
Hybrid
Charlotte, NC, USA
Senior level
Senior level
Fintech • Financial Services
The Lead Risk Analytics Consultant will lead initiatives in business analysis, modeling, and decision-making in credit risk and performance analytics. This role involves statistical modeling, collaboration with cross-functional teams, and mentoring.
Top Skills: PythonSASSQL
5 Hours Ago
Hybrid
Charlotte, NC, USA
Senior level
Senior level
Fintech • Financial Services
Lead Risk Analytics Consultant focuses on developing strategies for customer management in credit cards, requiring advanced analytics and strategic leadership.
Top Skills: PythonSASSQL

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account