Capital Markets Middle Office Specialist

Capital Markets Middle Office Specialist

Join to apply for the Capital Markets Middle Office Specialist role at South State Bank

Summary/Objectives

It is the responsibility of the Middle Office Specialist – Correspondent Division to take ownership of all tasks and challenges that they encounter in the operation of their assigned position. This position is responsible for, but not limited to, supporting sales team, compliance and legal functions and finance and accounting functions.

Essential Functions

To ensure proper execution of Capital Markets related activities within established policies, procedures, regulatory and legal guidelines, while concurrently ensuring customer satisfaction (internal and external customers).

Support Sales Team

• Communicate with customers
• Share derivative documentation and reports with sales team and customers
• Backup other middle office and back-office members when they are out of the office

Support Compliance and Legal

• Maintain and follow policies and procedures
• Maintain new customer documentation
• Generate and review transaction documentation
• File swap data repository
• File and maintain legal entity identifiers

Support Finance and Accounting

• Generate and review MTM reports
• Customer support and onboarding

Middle and Back Office

• Review derivative transactions for internal compliance
• Replicate derivative transactions in settlement software
• Maintain and reconcile ongoing derivative settlements
• Review and confirm derivative documentation in Markitwire
• Review ISDA confirmations
• Review and reconcile derivative settlement statements
• Support the middle office administration for the ARC program
• Ensure that all work prepared is timely and turned around within department guidelines and with the utmost accuracy
• Research and analyze financial data, interpret and prepare financial position reports and determine if additional information is needed
• Conduct portfolio reviews as needed
• Monitor the financial position of established accounts and bring irregularities to light
• Communicate directly with customers, CPAs, and internal company comptrollers as needed
• Undertake special projects related to job function

Competencies

• Strong analytical IT skills
• Ability to manage multiple requests simultaneously and work with other team members to ensure that daily responsibilities are handled timely
• Proficiency with general office machines and programs, including Microsoft Office Word, Excel, Outlook, and other software
• Ability to use the computer efficiently and learn new software programs as they are rolled out by the Bank
• Good knowledge of business English, including spelling and punctuation when writing
• Basic English language skills to speak clearly and effectively with coworkers and customers
• Well‑organized, accurate, and attentive to detail
• Cooperative and willing to assist coworkers and customers on a regular basis
• Effective listening skills
• Excellent multi‑tasking skills and ability to function well under pressure
• Ability to remain composed under pressure and respond to customer and coworker concerns regularly
• Meticulous attention to detail and follow instructions to the letter
• Patient and willing to help others solve problems while maintaining a positive attitude

Qualifications, Education, and Certification Requirements

• Bachelor’s degree in business, finance, or accounting
• Three to five years related experience and/or training
• No required certifications

Training Requirements

Required annual compliance training, New Employee Orientation.

Physical Demands

Must be able to effectively access and interpret information on computer screens and documents. This position requires a large amount of time in front of a computer, which can be done sitting or standing with use of the right desk.

Work Environment

This position is in a cubicle environment that may be loud throughout the day. The position is located inside a cooled and heated facility with ability to go to a break room or rest room during breaks. Telecommuting roles (hybrid or 100% full‑time telecommuting) must have a secure home office environment free of background noise and distractions and a reliable private internet connection (cable or fiber preferred).

Travel

Travel may be required to attend meetings, conferences or training as needed.

Work Location

400 Interstate N Parkway, Ste 1200 Atlanta, Georgia 30339

Equal Opportunity Employer

Equal Opportunity Employer, including disabled/veterans.

Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Finance and Sales

Industry

Banking

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