About the Role:

Grade Level (for internal use):

10

The Team:

(SAS – Corporate Actions & Client Maintenance) The solutions Operations division is seeking a professional with excellent interpersonal communication, organization, and time management skills to join our Global Special Services Team. S&P’s WSO (Wall Street Office) provides real-time access to our client’s portfolio and reporting insights for active asset management and deal administration, trading activities, cash and position level transparency and accurate P&L reporting. Underpinned by our WSO Administrator and WSO Agent product suites, WSO supports complex aspects of alternatives asset management in a scalable solution that increases operational efficiency while reducing risk. Our solutions are available as a hosted software or a fully outsourced managed service.

The Impact:

You will work within a dynamic team, responsible for all client-facing operations-related items, data research, and processing functions on the Special Services Team which primarily supports WSO users and their loan processing needs. In this position, you will gain exposure to an exciting financial market and interact daily with our clients of varying levels of seniority.  This is an exciting opportunity to learn about finance, banking, the syndicated loan market, and Software as a Service (SAAS) technology.

What’s in it for you:

• This role offers growth opportunities. Our team will provide financial services training as well as training specific to WSO suite of products. We will train you on best practices for successful client management as well. Our team takes career development seriously and will look to support you as you grow within our team. 
• The successful candidate will have an opportunity to work with the world’s largest banks and other financial institutions.

Responsibilities:

• As a Specialized Account Services Sr. Lead, you are expected to support our clients and the business orchestrating workflow and prompt resolution between internal and external teams. This includes dealing with data reconciliation and validation of trades and positions to ensure syndicated facility data integrity.
• These tasks include but are not limited to:
• Lead a team of Analysts/Sr. Analysts/Specialists and ensure timely and accurate delivery as per the defined processes and SLAs.
• Set team objectives in line with the business goals and ensure consistent performance.
• Perform weekly, monthly with team members to provide required coaching & guidance. Foster and retain talent through effective career pathing.
• Become highly skilled in understanding and maintaining Operational Processes, including assisting peers and leadership with creating SOPs, implementing quality control review of operational activities and drive process improvement initiatives.
• Partner with leadership to lead and assist with upcoming projects and initiatives that include, but are not limited to – Operations, KPIs/KRIs and Ad hoc Projects.
• Support restructuring of Syndicated loans, working closely with various stakeholders to ensure smooth execution and compliance with standard procedures and policies.
• Maintain effective communication with internal and external stakeholders.
• Work collaboratively with team members to share insights, solve problems, and improve restructuring process.
• Accurately reviewing and maintaining asset and contract data
• Processing amendments, investigating discrepancies, and rectifying
• Monitoring and actioning exceptions
• Additional syndication loan maintenance
• Strict adherence to processing deadlines, quality-controlled operational processes, and LSTA/LMA/Private Deals/Middle Market standards for processing loan transactions and/or trades.
• You will be responsible for proactively identifying internal and external processing and system-related issues effectively. This will also require the ability to work seamlessly with internal partners and management on resolution plans and/or additional escalations.  
• Lead research and projects on cross-product integrations, and workflow enhancement to support the client’s business requirements and strategic growth. This includes direct client engagement, project management, and presentation coordination where necessary.
• Serve as subject matter expert for all Solutions products and service offerings, able to join internal and external client meetings or calls to analyze client needs and make recommendations on operational flows and product usage. Contribute presentation materials where necessary.
• Your ability to capture and channel user feedback through proper communication and listening skills is imperative. You will be required to partner with leaders, peers, product associates, sales, and relationship managers on required projects to service our clients and facilitate the continuous improvement of our products and services.
• Aid all team members with daily project management, data validation, and data deliverables as needed.
• You should be willing to cross-train with neighboring divisions of the firm to provide an agile workforce capable of handling issues and engaging with joint clients.

What We’re Looking For:

Basic Required Qualifications:

• Batchelor’s Degree
• 8-10 years’ experience with minimum 2 years of people management
• 3 - 5 years of work experience within the syndicated loan industry
• Must be able to handle stressful customer situations with patience and poise.
• Ability to organize and prioritize complex issues and projects to completion.
• Able to demonstrate knowledge and experience in working with internet-based applications.
• Ability to think laterally, provide proper issue analyses, and question current processes.
• Eager to learn with strong analytical and problem-solving abilities.
• Proficient PC skills, especially in Microsoft Word and Excel
• Strong process improvement skills
• Positive, proactive attitude and ability to work well in teams.
• Fluent English speaking, reading, and writing abilities.
• Exceptional skills in listening to clients, articulating ideas and complex information in a clear and concise manner.
• Proven record of maintaining strong relationships with senior members of client organizations, addressing their needs, and maintaining a high level of client satisfaction
• Goal and action-orientated, with the ability to organize, multi-task, and prioritize in a fast-paced environment.
• Ability to manage projects independently when required.

Additional Preferred Qualifications:

• WSO and/or Loan IQ Experience
• Customer service experience from any field is a plus!
• Bachelor's degree (Finance, Economics, or related field preferred)
• Power Bi and/or Tableau experience

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.
 

OPSGRP103.1 - Middle Management Tier I (EEO Job Group)