Senior Capital Markets Middle Office Specialist

Wells Fargo

Charlotte, North Carolina, US
Not specified; not specified; competitive compensa...
Institutional investment operations experience
Daily trade monitoring and reconciliation
Trade settlement issue resolution
The Senior Capital Markets Middle Office Specialist will monitor daily trading activity and resolve discrepancies for the Syndicate/Money Market/Brokered CD Middle Office Group

Job Summary

  • The Senior Capital Markets Middle Office Specialist will monitor daily trading activity and resolve discrepancies for the Syndicate/Money Market/Brokered CD Middle Office Group.
  • Wells Fargo offers a meaningful career with robust benefits, competitive compensation, and programs designed to help employees find work-life balance and well-being.
  • This role requires extensive collaboration with internal sales teams and external clients to facilitate security setups, regulatory reporting, and ad hoc management reporting.

Matching Summary

The Senior Capital Markets Middle Office Specialist will monitor daily trading activity and resolve discrepancies for the Syndicate/Money Market/Brokered CD Middle Office Group.

Salary

Not specified; Not specified; Competitive compensation mentioned

Skills & Requirements

Must-have

  • Institutional Investment Operations experience
  • Daily trade monitoring and reconciliation
  • Trade settlement issue resolution
  • Cross-functional desk liaison support
  • Drafting new deal term sheets

Nice-to-have

  • Process improvement initiatives
  • Mentoring lower-level staff
  • Risk-based analytics development
  • Executive level communication skills
  • Adaptability in dynamic environment

Key Requirements

  • 2+ years of Institutional Investment Operations experience
  • FINRA Series 7, 79, 63, or 99 license
  • BS/BA degree preferred
  • Experience supporting capital markets trading desks

Work Rights

Not specified

Tailored Resume

Cover Letter