Description
You will join the Global Special Services Team within S&P Global's Solutions Operations division, supporting clients of WSO (Wall Street Office), a market-leading platform for active asset management, deal administration, and syndicated loan operations.
As a Specialized Account Services Sr. Analyst, you will be a critical point of contact for WSO clients, managing complex loan operations, driving data integrity, and ensuring an exceptional client experience.
Responsibilities:
- Manage client-facing loan operations, accurately reviewing and maintaining asset and contract data, processing new deal creations, amendments, and syndicated loan transactions in full compliance with LSTA, LMA, Private Deals, and Middle Market standards.
- Investigate and resolve data discrepancies, proactively identifying processing anomalies and system-related issues, partnering with internal teams to implement effective resolution plans and appropriate escalations.
- Monitor and action operational exceptions, maintaining strict adherence to processing deadlines and quality-controlled workflows across trades, positions, and syndicated facility data to uphold end-to-end data integrity.
- Serve as a subject matter expert for WSO products and Solutions service offerings, participating in internal and external client meetings to analyse operational needs and deliver actionable recommendations on product usage and workflow optimisation.
- Lead cross-product research and enhancement projects, contributing to integration initiatives, process improvement programmes, and client-facing presentations that support clients' strategic business requirements and growth objectives.
- Collaborate across internal teams, partnering with leaders, peers, product associates, sales, and relationship managers to capture and channel client feedback, drive continuous product improvement, and maintain a consistently high standard of service delivery.
Requirements:
- Bachelor's degree in Finance, Economics, Business, or a related discipline.
- 2–4 years of experience within the syndicated loan industry, with practical knowledge of loan transaction processing under LSTA, LMA, or equivalent market standards.
- Advanced proficiency in Microsoft Excel and Word, with demonstrated application to financial data management, reconciliation, or operational workflows.
- Proven track record of managing client relationships at senior levels, with demonstrable experience resolving complex operational issues and maintaining high client satisfaction scores.
- Strong written and spoken English language skills, with demonstrated ability to communicate complex financial or operational information clearly and concisely to varied internal and external audiences.
Preferred qualifications:
- Direct hands-on experience using WSO (Wall Street Office) and/or Loan IQ systems in a production environment.
- Experience processing syndicated loan transactions, including amendments, reconciliations, and trade settlements.
- Proficiency in Microsoft PowerPoint, with experience preparing client-facing presentations or project coordination materials.
- Experience in data research and analytics within a financial data, operations, or asset management context.
- Exposure to SaaS-based financial operations platforms or hosted software environments within financial services.
Benefits:
- 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.
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