About the Role:

Grade Level (for internal use):

09

The Team:

The goal of a Middle Office Sr Specialist, Investment Operations is to oversee Trade Settlement client relationships. Provide excellent customer service and loan settlement services to our growing client base while adhering to strict deadlines and targets given. The Middle Office group takes on unique clients and projects that do not fit into the core business offering of WSO Services.  This group is responsible for client-specific bank debt trade management.

Responsibilities and Impact:

• Oversee client portfolio(s)/Agency trades in our loan Trade Closing outsourcing services

• Proactively manage and effectively communicate with internal and external clients

• Manage counterparty's expectations to receive and review primary/secondary par and distressed trade documentation

• Coordinate trade closings among clients, counterparties, and agents – may include coordination with legal counsel for distressed and/or participations

• Review trade documents, including trade confirm, assignment agreements, and funding memos for discrepancies prior to settlement including using third-party systems

• Manage outstanding trades and maintain comments per client expectation

• Deliver closing packets to custodians and clients before the stated deadlines

Compensation/Benefits Information: (This section is only applicable to US candidates)

S&P Global states that the anticipated base salary range for this position is $51,289 to $91,872. Final base salary for this role will be based on the individual’s geographic location, as well as experience level, skill set, training, licenses, and certifications.

In addition to base compensation, this role is eligible for an annual incentive bonus.

This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here.

What We’re Looking For:

Basic Required Qualifications:

• 3 years of syndicated bank loan settlement/management experience preferable

• BA / BS or equivalent work experience in the financial field

• Knowledge of par and distressed loans and the documentation

• Knowledge of trade fee calculations

• Ability to read and interpret credit agreements

• Experience with daily loan transactions

• Exposure to ClearPar/VTS/Markit WSO systems a plus

Additional Preferred Qualifications:

Management requirements: 

• Personal competencies

• Personal impact

• Excellent attention to detail

• Strong work ethic

• Takes initiative and ownership of job responsibilities

• Must be able to perform job duties accurately and timely

• Must adhere to deadlines and targets given

• Strong customer service skills

Communication:

• Strong verbal and written communication skills

• Prepare various reports and metrics needed by internal management or special client requests

Teamwork:

• Must be able to work well with others in a team environment

• Assist other WSO groups during quarter-end or other high-volume periods

Right to Work Requirements:

This role is limited to persons with indefinite right to work in the United States.

About S&P Global Market Intelligence

At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.

For more information, visit www.spglobal.com/marketintelligence.

What’s In It For You?

Our Purpose:

Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology–the right combination can unlock possibility and change the world.

Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.

Our People:

We're more than 35,000 strong worldwide—so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.

From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We’re committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We’re constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.

Our Values:
 

Integrity, Discovery, Partnership

At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals.

Benefits:

We take care of you, so you can take care of business. We care about our people. That’s why we provide everything you—and your career—need to thrive at S&P Global.

Our benefits include: 

• Health & Wellness: Health care coverage designed for the mind and body.

• Flexible Downtime: Generous time off helps keep you energized for your time on.

• Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.

• Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.

• Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.

• Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.

For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries

Diversity, Equity, and Inclusion at S&P Global:
At S&P Global, we believe diversity fuels creative insights, equity unlocks opportunity, and inclusion drives growth and innovation – Powering Global Markets. Our commitment centers on our global workforce, ensuring that our people are empowered to bring their whole selves to work. It doesn’t stop there, we strive to better reflect and serve the communities in which we live and work, and advocate for greater opportunity for all.
 

BSMGMT202.1 - Middle Professional Tier I (EEO Job Group), BSMGMT203 - Entry Professional (EEO Job Group)