Capital Markets Middle Office Specialist

Wells Fargo • Charlotte, NC • 10h ago

About this role:

Wells Fargo is seeking a Capital Markets Middle Office Specialist within the Agency Middle Office team as a part of Corporate Investment Banking Operations. Learn more about the career areas and business divisions at wellsfargojobs.com .

In this role, you will:

Responsibilities include verifying trades, market data capture, P/L risk reporting, and numerous daily reconciliations

Be involved with daily activities of the various Cash (U.S. Treasury, Financing, Agency) trading desks

Work closely with traders, Finance, Compliance, Operations, Market Risk, and other groups which support the trading business

Understand and manage the trade process of the various related systems, regulatory reporting of trades (TRACE), assisting traders with P/L and risk issues

Assisting operations to resolve any discrepancies related to the respective products

Review new and amended trades, cash payments, customer pricing, collateral management, credit, and general ledger reconciliation issues

Provide information to managers and the Capital Markets Middle Office

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:

2+ years of experience in Financial Services and or related experience

Strong working knowledge of Capital Markets operational functions, products, and industry

Knowledge and understanding of Fixed Income pricing and risk are strongly desired

Experience with trading systems such as Catalyst, or Calypso

Series 7, 63 or 99 are strongly desired but not required

Strong Microsoft Excel skills and able to learn new systems quickly

Strong analytical skills with high attention to detail and accuracy

Excellent verbal, written, and interpersonal communication skills

Outstanding customer service skills, deadline oriented and productive in complex situations

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

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.

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.

Posting End Date:

18 May 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 (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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.

Req Number: R-536463

Go to Apply

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