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. Learn more about the career areas and business divisions at wellsfargojobs.com.
This role is responsible for comprehensive P&L reporting and end-to-end trade lifecycle management across a diverse energy and commodities portfolio, including natural gas, crude oil, power, agriculture, and metals.
In this role, you will:
Lead daily Profit & Loss (P&L) reporting, including attribution analysis and commentary for trading desks
Perform daily reconciliation of P&L between front office systems and finance, ensuring accuracy and completeness
Manage reconciliation of realized and unrealized P&L, including marketing fees and system-of-record alignment
Oversee trade lifecycle management, including trade capture, validation, and ongoing maintenance of transactions
Support trading activity across futures, swaps, options, swaptions, structured products, and OTC transactions
Coordinate physical commodities scheduling, including pipelines, EBBs, and related logistics infrastructure
Produce daily and ad hoc risk reports, analyzing exposures and providing insights to stakeholders
Serve as a key liaison with trading, sales, operations, finance, risk, technology, legal, and audit teams
Ensure integrity of market data and systems used for pricing, valuation, and reporting
Lead process improvement initiatives and support project work, including writing business requirements documentation
Develop, document, and maintain standard operating procedures (SOPs) for middle office and P&L processes
Support ad hoc analysis, reporting requests, and strategic initiatives 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 of middle office P&L experience in high-volume energy trading environments, supporting firms heavily engaged in energy trading
Strong knowledge of financial and physical commodities markets and instruments
Proven experience with P&L reporting, attribution, and reconciliation processes
Experience with both physical and financial derivative products
Experience with Endur and ION/Openlink systems
Strong analytical skills and effective communicator
Strong Microsoft Excel capabilities, including experience working with large datasets and the ability to interpret, analyze, and clearly communicate what the data represents
Ability to work in a fast-paced deadline driven environment
Effective organizational, multi-tasking, and prioritizing skills
Extensive knowledge and understanding of loan, securities, and derivative products
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:
11 Jun 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.
