Capital Markets Middle Office Specialist jobs in United States
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SouthState Bank ยท 2 hours ago

Capital Markets Middle Office Specialist

positionCorrespondent - Atlanta
timeFull-time
remoteOnsite
seniorityMid Level
date3+ years exp

SouthState Bank is known for its steady growth and commitment to helping customers. The Middle Office Specialist is responsible for supporting sales, compliance, and finance functions while ensuring the proper execution of capital markets activities.

BankingFinanceFinancial ServicesLendingWealth Management

Responsibilities

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 by providing customer reports and analysis:
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 function as follows:
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 functions as follows:
Generate and review MTM reports
Customer support and onboarding
Middle and Back Office
Review derivative transactions for internal compliance
Replicate derivate 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 statement
Supporting the middle office administration for the ARC program
Ensures that all work prepared is timely and turned around within department guidelines and with the utmost accuracy
Researches and analyzes financial data, interprets, and prepares reports of financial position and determines if additional information is needed
Conduct portfolio reviews as needed
Monitors the financial position of established accounts and brings irregularities to light
May at times communicate directly with customers, CPAs, and internal company comptrollers
Undertakes special projects related to job function

Qualification

Analytical skillsFinance knowledgeAccounting knowledgeMicrosoft OfficeCustomer communicationMulti-taskingAttention to detailTeam collaboration

Required

A bachelor's degree in business, finance, or accounting
Three to five years related experience and/or training

Company

SouthState Bank

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The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward.
dateFounded in 1934
location
Winter Haven, Florida, USA
people-size1001-5000 employees
web-link
https://southstatebank.com

Funding

Current Stage
Public Company
Total Funding
unknown
2013-08-09IPO

Leadership Team

D
Dan Bockhorst
Executive Vice President Chief Credit Officer
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Recent News

PR Newswire
SouthState Named Among America's Best Banks and Employers by Top Industry Rankings
2025-12-16
PR Newswire
SouthState Bank Corporation Adds Ben Sasse to Board
2025-10-24
PR Newswire
SouthState Bank Corporation Reports Third Quarter 2025 Results, Declares Quarterly Cash Dividend
2025-10-23
Company data provided by crunchbase