S&P Global
Activity Processing (Private Debt) Sr Specialist
S&P Global, Dallas, Texas, United States, 75215
Overview
Activity Processing (Private Debt) Sr Specialist — Join to apply for the
Activity Processing (Private Debt) Sr Specialist
role at
S&P Global . The Team
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. Responsibilities And Impact
This position requires a flexible individual who is analytical and possesses strong communication skills. The position involves dealing with various levels of management, both internal to S&P Global as well as external clients to the firm. The successful candidate must be organized, capable of addressing inquiries on a timely manner, and also possess acute problem-solving skills. Responsible for efficient and accurate processing of daily activities for all asset types (Loans, Bonds, ABS, Equities, CDS) Investigate discrepancies by reviewing source documentation and faxes from the agent bank Review system-generated reports to ensure proper monitoring of the facilities and handle exception items Interact with appropriate individuals/entities to gather all pertinent information/details to reflect data accurately in the system Handle requests from different departments/clients within an hour turnaround Complete special projects as assigned What We’re Looking For
Basic Required Qualifications: Customer service experience with exceptional skills in listening to clients, articulating ideas and complex information in a clear and concise manner. Must be able to handle stressful customer situations with patience and poise Ability to organize and prioritize complex issues and projects to completion. Manage projects independently when required. Able to demonstrate knowledge and experience in working with internet-based applications Syndicated loan experience Ability to think laterally, provide proper issue analyses, and question current processes Eager to learn with strong analytical and problem-solving abilities Positive, proactive attitude and ability to work well in teams Goal and action orientated, with ability to organize, multi-task and prioritize in a fast-paced environment Additional Preferred Qualifications WSO and/or LoanIQ processing experience Private debt and broadly syndicated loan processing experience Syndicated loan specific cash reconciliation and/or position reconciliation Bachelor's degree (Business, Communications, Finance, Economics) 3-5 years of work experience within the financial and/or syndicated loan industry Power Bi and/or Tableau experience 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 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. 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. 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: Perks for partners and children, with strong 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 Equal Opportunity and Compliance
Global Hiring And Opportunity At S&P Global
— We are committed to fairness, transparency, and merit in hiring, valuing different perspectives and promoting a culture of respect and collaboration. Recruitment Fraud Alert
— If you receive an email from a spglobalind.com domain or other regionally based domains, it is a scam and should be reported to reportfraud@spglobal.com. S&P Global never requires candidates to pay money for job applications, interviews, or equipment. Equal Opportunity Employer
— S&P Global is an equal opportunity employer and all qualified candidates will receive consideration 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. US Candidates Only:
The EEO is the Law Poster describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision is also available. Job ID:
318398 Posted On:
2025-09-21 Location:
Dallas, Texas, United States
#J-18808-Ljbffr
Activity Processing (Private Debt) Sr Specialist — Join to apply for the
Activity Processing (Private Debt) Sr Specialist
role at
S&P Global . The Team
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. Responsibilities And Impact
This position requires a flexible individual who is analytical and possesses strong communication skills. The position involves dealing with various levels of management, both internal to S&P Global as well as external clients to the firm. The successful candidate must be organized, capable of addressing inquiries on a timely manner, and also possess acute problem-solving skills. Responsible for efficient and accurate processing of daily activities for all asset types (Loans, Bonds, ABS, Equities, CDS) Investigate discrepancies by reviewing source documentation and faxes from the agent bank Review system-generated reports to ensure proper monitoring of the facilities and handle exception items Interact with appropriate individuals/entities to gather all pertinent information/details to reflect data accurately in the system Handle requests from different departments/clients within an hour turnaround Complete special projects as assigned What We’re Looking For
Basic Required Qualifications: Customer service experience with exceptional skills in listening to clients, articulating ideas and complex information in a clear and concise manner. Must be able to handle stressful customer situations with patience and poise Ability to organize and prioritize complex issues and projects to completion. Manage projects independently when required. Able to demonstrate knowledge and experience in working with internet-based applications Syndicated loan experience Ability to think laterally, provide proper issue analyses, and question current processes Eager to learn with strong analytical and problem-solving abilities Positive, proactive attitude and ability to work well in teams Goal and action orientated, with ability to organize, multi-task and prioritize in a fast-paced environment Additional Preferred Qualifications WSO and/or LoanIQ processing experience Private debt and broadly syndicated loan processing experience Syndicated loan specific cash reconciliation and/or position reconciliation Bachelor's degree (Business, Communications, Finance, Economics) 3-5 years of work experience within the financial and/or syndicated loan industry Power Bi and/or Tableau experience 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 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. 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. 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: Perks for partners and children, with strong 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 Equal Opportunity and Compliance
Global Hiring And Opportunity At S&P Global
— We are committed to fairness, transparency, and merit in hiring, valuing different perspectives and promoting a culture of respect and collaboration. Recruitment Fraud Alert
— If you receive an email from a spglobalind.com domain or other regionally based domains, it is a scam and should be reported to reportfraud@spglobal.com. S&P Global never requires candidates to pay money for job applications, interviews, or equipment. Equal Opportunity Employer
— S&P Global is an equal opportunity employer and all qualified candidates will receive consideration 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. US Candidates Only:
The EEO is the Law Poster describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision is also available. Job ID:
318398 Posted On:
2025-09-21 Location:
Dallas, Texas, United States
#J-18808-Ljbffr