S&P Global
About the Role
Grade Level (for internal use)
09
The Team The solutions Operations division is seeking a professional with excellent interpersonal communication, organization, and time management skills to join our Global Specialized Account 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 WSO Specialized Account 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
Join a team which fosters team collaboration and client focus, enabling high performers to grow within the team.
Direct exposure to industry leading client(s) who demand operational perfection.
Further your knowledge solidifying a foundation of best practices alongside industry experts.
Responsibilities 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.
As a Specialized Account Services Sr Specialist 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 processing, reconciliation and validation of trades and positions to ensure syndicated facility data integrity.
These tasks include but are not limited to:
Timely and accurate processing of all transactions: borrowings, paydown, interest, fees, payment in kind, restructures, amendments, and trade settlement
Perform daily reconciliations of cash between our internal system (WSO) and clients trustee/custodian accounts
Review and action system generated reports, which aid in facilitating timely and accurate data
Action requests from different departments and clients within an hour turnaround time
Partner with internal and external parties to resolve breaks including clients, trustees, third party vendors, administrative agents, and/or other team members
Ensure all best practices, Service Level Agreements, and Standard Operating Procedures are adhered to
Accurately reviewing and maintaining asset and contract data
Monitoring and actioning exceptions
Additional syndication loan maintenance
Coaching and assisting other analysts and leadership where needed
Strict adherence to processing deadlines, quality-controlled operational processes, and LSTA/LMA/Private Deals/Middle Market standards for processing loan transactions and/or trades.
Aid all team members with daily project management, data validation, and data deliverables as needed.
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.
Compensation/Benefits Information S&P Global states that the anticipated base salary range for this position is $56,392.00 to $90,000.00. 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 (https://spgbenefits.com/benefit-summaries/us).
What We’re Looking For Basic Required Qualifications
2 - 5 years of work experience within the syndicated loan industry, Loan IQ, or WSO systems
Customer service experience from any field with ability 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
Strong MS office (Word, Excel, PowerPoint) skills
Strong process improvement skills with ability to manage projects independently when required
Positive, proactive attitude and ability to work well in teams
Exceptional skills in listening to clients, articulating ideas and complex information in a clear and concise manner
Goal and action-orientated, with the ability to organize, multi-task, and prioritize in a fast-paced environment
Additional Preferred Qualifications
Bachelor's degree (Finance, Economics, or related field preferred)
Eager to learn with strong analytical and problem-solving abilities
Proven record of maintaining strong relationships with senior members of client organizations, addressing their needs, and maintaining a high level of client satisfaction
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.
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. Only electronic job submissions will be considered for employment.
If you need an accommodation during the application process due to a disability, please send an email to: EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person.
US Candidates Only The EEO is the Law Poster http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf
Job ID 321323
Posted On 2025-10-22
Location Dallas, Texas, United States
#J-18808-Ljbffr
09
The Team The solutions Operations division is seeking a professional with excellent interpersonal communication, organization, and time management skills to join our Global Specialized Account 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 WSO Specialized Account 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
Join a team which fosters team collaboration and client focus, enabling high performers to grow within the team.
Direct exposure to industry leading client(s) who demand operational perfection.
Further your knowledge solidifying a foundation of best practices alongside industry experts.
Responsibilities 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.
As a Specialized Account Services Sr Specialist 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 processing, reconciliation and validation of trades and positions to ensure syndicated facility data integrity.
These tasks include but are not limited to:
Timely and accurate processing of all transactions: borrowings, paydown, interest, fees, payment in kind, restructures, amendments, and trade settlement
Perform daily reconciliations of cash between our internal system (WSO) and clients trustee/custodian accounts
Review and action system generated reports, which aid in facilitating timely and accurate data
Action requests from different departments and clients within an hour turnaround time
Partner with internal and external parties to resolve breaks including clients, trustees, third party vendors, administrative agents, and/or other team members
Ensure all best practices, Service Level Agreements, and Standard Operating Procedures are adhered to
Accurately reviewing and maintaining asset and contract data
Monitoring and actioning exceptions
Additional syndication loan maintenance
Coaching and assisting other analysts and leadership where needed
Strict adherence to processing deadlines, quality-controlled operational processes, and LSTA/LMA/Private Deals/Middle Market standards for processing loan transactions and/or trades.
Aid all team members with daily project management, data validation, and data deliverables as needed.
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.
Compensation/Benefits Information S&P Global states that the anticipated base salary range for this position is $56,392.00 to $90,000.00. 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 (https://spgbenefits.com/benefit-summaries/us).
What We’re Looking For Basic Required Qualifications
2 - 5 years of work experience within the syndicated loan industry, Loan IQ, or WSO systems
Customer service experience from any field with ability 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
Strong MS office (Word, Excel, PowerPoint) skills
Strong process improvement skills with ability to manage projects independently when required
Positive, proactive attitude and ability to work well in teams
Exceptional skills in listening to clients, articulating ideas and complex information in a clear and concise manner
Goal and action-orientated, with the ability to organize, multi-task, and prioritize in a fast-paced environment
Additional Preferred Qualifications
Bachelor's degree (Finance, Economics, or related field preferred)
Eager to learn with strong analytical and problem-solving abilities
Proven record of maintaining strong relationships with senior members of client organizations, addressing their needs, and maintaining a high level of client satisfaction
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.
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. Only electronic job submissions will be considered for employment.
If you need an accommodation during the application process due to a disability, please send an email to: EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person.
US Candidates Only The EEO is the Law Poster http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf
Job ID 321323
Posted On 2025-10-22
Location Dallas, Texas, United States
#J-18808-Ljbffr