Lead Capital Markets Middle Office Specialist

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

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: 

26 Mar 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.