S&P Global
Service Delivery Sr Specialist, Investment Operations
S&P Global, Dallas, Texas, United States, 75215
Service Delivery Sr Specialist, Investment Operations
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Service Delivery Sr Specialist, Investment Operations
role at
S&P Global Overview
The WSO Service Delivery Management team is the primary point of contact for our clients. We ensure that all of our clients' needs are met by leveraging our industry expertise and product knowledge. Client Service is our #1 focus - we do what is necessary to ensure client satisfaction. The Role
The Service Delivery Management team interacts with VPs, MDs, COOs, CFOs, and other industry leaders and experts on a daily basis. The team has exposure across the Loans industry from Private Credit to BSLs. This is an opportunity to build and maintain relationships with senior-level decision makers while gaining valuable industry knowledge and skills related to Enterprise Data and Project Management. Responsibilities And Impact
Managing day-to-day client inquiries including the orchestration of workflow and timely resolution between internal teams. Inquiry types include data reconciliation and validation, data delivery and logistics, and other client servicing activities. Clients include Asset Managers, Banks, Hedge Funds, Mutual Funds, and Total Return Swap programs. Lead bi-weekly/monthly client calls and present KPI and metrics. Build and maintain long-term relationships with key senior-level decision makers and serve as the primary point of contact/voice of the client across internal departments. Prepare billing reports based on clients’ contractual schedules, including trend/profitability analysis for Senior Management and Finance. Process in WSO Admin based on client information (new borrowings, increases, rollovers, pay downs, commitment reductions, interest, fees, etc.) and investigate discrepancies when necessary. Review system generated reports to ensure proper monitoring of facilities and handle exception items. Interact with clients to gather all pertinent information/details to reflect accurately in the system. What We’re Looking For
Basic Required Qualifications
5-7 years working in a high-pressure client facing role Experience project managing or coordinating technology and business delivery as a team player Experience with Asset Management or Data Technology in Support, Business Analysis, Project Management or Scrum Master role Proven ability to think critically and challenge the status quo for better results Organized, able to multi-task, and have a positive attitude to achieve deadlines Self-starter with attention to detail Adept at building and maintaining trusted relationships with colleagues at all levels and external clients Self-motivated; able to work independently with minimal supervision Good presentation skills (preparation and delivery) Excellent oral and written communication skills Team Player and able to interact with Product, Operations, Delivery, and technical teams in a professional manner Comfortable working at all levels of the business and with external clients Proven ability to work individually and in a multi-regional team Additional Preferred Qualifications
Direct experience of WSO or Syndicated Loan Market would be an advantage Experience liaising with Senior Stakeholders Right To Work
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 People – We're more than 35,000 strong worldwide. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all. Our Values
Integrity, Discovery, Partnership. We focus on Powering Global Markets with integrity, discovery, and partnership to achieve shared goals. Benefits
We take care of you, so you can take care of business. Our benefits include: Health & Wellness: Health care coverage designed for the mind and body Flexible Downtime: Generous time off Continuous Learning: Resources to grow your career Invest in Your Future: Competitive pay, retirement planning, continuing education, and student loan assistance Family Friendly Perks Extra perks and discounts For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries Equal Opportunity Employer: S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. If you need an accommodation during the application process due to a disability, please email EEO.Compliance@spglobal.com. Job ID: 321290 • Posted On: 2025-10-01 • Location: Dallas, Texas, United States
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Join to apply for the
Service Delivery Sr Specialist, Investment Operations
role at
S&P Global Overview
The WSO Service Delivery Management team is the primary point of contact for our clients. We ensure that all of our clients' needs are met by leveraging our industry expertise and product knowledge. Client Service is our #1 focus - we do what is necessary to ensure client satisfaction. The Role
The Service Delivery Management team interacts with VPs, MDs, COOs, CFOs, and other industry leaders and experts on a daily basis. The team has exposure across the Loans industry from Private Credit to BSLs. This is an opportunity to build and maintain relationships with senior-level decision makers while gaining valuable industry knowledge and skills related to Enterprise Data and Project Management. Responsibilities And Impact
Managing day-to-day client inquiries including the orchestration of workflow and timely resolution between internal teams. Inquiry types include data reconciliation and validation, data delivery and logistics, and other client servicing activities. Clients include Asset Managers, Banks, Hedge Funds, Mutual Funds, and Total Return Swap programs. Lead bi-weekly/monthly client calls and present KPI and metrics. Build and maintain long-term relationships with key senior-level decision makers and serve as the primary point of contact/voice of the client across internal departments. Prepare billing reports based on clients’ contractual schedules, including trend/profitability analysis for Senior Management and Finance. Process in WSO Admin based on client information (new borrowings, increases, rollovers, pay downs, commitment reductions, interest, fees, etc.) and investigate discrepancies when necessary. Review system generated reports to ensure proper monitoring of facilities and handle exception items. Interact with clients to gather all pertinent information/details to reflect accurately in the system. What We’re Looking For
Basic Required Qualifications
5-7 years working in a high-pressure client facing role Experience project managing or coordinating technology and business delivery as a team player Experience with Asset Management or Data Technology in Support, Business Analysis, Project Management or Scrum Master role Proven ability to think critically and challenge the status quo for better results Organized, able to multi-task, and have a positive attitude to achieve deadlines Self-starter with attention to detail Adept at building and maintaining trusted relationships with colleagues at all levels and external clients Self-motivated; able to work independently with minimal supervision Good presentation skills (preparation and delivery) Excellent oral and written communication skills Team Player and able to interact with Product, Operations, Delivery, and technical teams in a professional manner Comfortable working at all levels of the business and with external clients Proven ability to work individually and in a multi-regional team Additional Preferred Qualifications
Direct experience of WSO or Syndicated Loan Market would be an advantage Experience liaising with Senior Stakeholders Right To Work
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 People – We're more than 35,000 strong worldwide. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all. Our Values
Integrity, Discovery, Partnership. We focus on Powering Global Markets with integrity, discovery, and partnership to achieve shared goals. Benefits
We take care of you, so you can take care of business. Our benefits include: Health & Wellness: Health care coverage designed for the mind and body Flexible Downtime: Generous time off Continuous Learning: Resources to grow your career Invest in Your Future: Competitive pay, retirement planning, continuing education, and student loan assistance Family Friendly Perks Extra perks and discounts For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries Equal Opportunity Employer: S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. If you need an accommodation during the application process due to a disability, please email EEO.Compliance@spglobal.com. Job ID: 321290 • Posted On: 2025-10-01 • Location: Dallas, Texas, United States
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