Apply on Employer Site

SouthState Bank · 11 hours ago

Capital Markets Middle Office Specialist

Atlanta, GA

Full-time

Onsite

Mid Level

3+ years exp

SouthState Bank is a trusted financial partner known for combining personal relationships with forward-thinking solutions. The Capital Markets Middle Office Specialist is responsible for supporting the sales team, compliance, and finance functions, ensuring proper execution of Capital Markets activities while maintaining customer satisfaction.

BankingFinanceFinancial ServicesLendingWealth Management

Responsibilities

Take ownership of all tasks and challenges that they encounter in the operation of their assigned position

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

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

Generate and review MTM reports

Customer support and onboarding

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

Capital Markets knowledgeAnalytical skillsDerivative transactionsMicrosoft OfficeMulti-tasking skillsCustomer serviceCommunication skillsOrganizational skillsAttention to detail

Required

A bachelor's degree in business, finance, or accounting

Three to five years related experience and/or training

Strong analytical IT skills

Ability to manage multiple requests simultaneously and work with other team members to ensure that daily responsibilities are handled timely

Proficient with general office machines and programs to include Microsoft Office Word, Excel, Outlook, and other software that might be utilized in the department

Ability to use the computer efficiently and the capacity to 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 demonstrated by the ability to listen to others talk (without interruption), understand them, and then propose solutions or make contributions based on the points made by others

Excellent multi-tasking skills and be able to function well under pressure

Ability to remain composed under pressure and respond to customer and coworker concerns regularly

Keen eye for detail and follow instructions to the letter

Patient and willing to help others in solving problems while always maintaining a positive attitude

Required annual compliance training

New Employee Orientation