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Overview About the Role

The Solutions Operations division is seeking a skilled with strong interpersonal communication, organization, and time management skills to join the Global Special Services Team. S&P;’s WSO (Wall Street Office) provides real-time access to client portfolio and reporting insights for active asset management, deal administration, trading activities, cash and position level transparency, and accurate P&L; reporting. Underpinned by WSO Administrator and WSO Agent product suites, WSO supports complex aspects of alternatives asset management with a scalable solution that increases operational efficiency and reduces risk.

These solutions are available as hosted software or a fully outsourced managed service.

Responsibilities And 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, primarily supporting WSO users and their loan processing needs. This position offers exposure to an exciting financial market and daily interaction with clients of varying seniority levels.

It is an opportunity to learn about finance, banking, the syndicated loan market, and Software as a Service (SAAS) technology.

- As a Specialized Account Services Analyst, you are expected to support clients and the business by orchestrating workflow and ensuring prompt resolution between internal and external teams. This includes data reconciliation and validation of trades and positions to ensure syndicated facility data integrity.
- Tasks include, but are not limited to:
- Accurately reviewing and maintaining asset and contract data.
- Handling new deal creation and data point accuracy.
- Processing amendments, investigating discrepancies, and processing.
- Monitoring and actioning exceptions.
- Performing 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 is required.

- Data Management and Controls
- Review source documents and files to ensure information is complete prior to entry into the database.
- Update and enter records with a high degree of accuracy, ensuring compliance with business procedures.
- Verify completeness, accuracy, and consistency of information by conducting quality assurance audits, identifying missing, incorrect, or conflicting information, and ensuring inconsistencies are corrected promptly.
- Support recurring audits and compliance checks of multi-database records.
- 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 client business requirements and strategic growth. This includes direct client engagement, project management, and presentation coordination when necessary.
- Serve as a 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 clients and facilitate the continuous improvement of 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.

If an employer asks you to pay any kind of fee, please notify us immediately. Talentd does not charge any fee from applicants and we do not allow other companies to do so.

Key Skills

Loan IQMicrosoft ExcelData validationData ReconciliationWSOSyndicated Loans

Related Tags

FresherOperationsFinancial AnalystExperiencedData Entry

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Education Requirements

- Bachelor's Degree

Eligible Batch Years 2026, 2025, 2024, 2023

S&P; Global

S&P; Global is a leading multinational provider of financial information, analytics, and market intelligence. Founded in 1860, the company delivers essential data, benchmarks, and insights to help businesses, governments, and individuals make informed decisions. With a mission to transform data into actionable intelligence, S&P; Global operates across multiple segments including Ratings, Market Intelligence, Commodity Insights, and Indices, serving clients worldwide.

Headquartered in New York City, USA, S&P; Global employs over 35,000 professionals across more than 30 countries. It is renowned for its credit ratings, widely used by investors and financial institutions to assess creditworthiness, and for its S&P; Dow Jones Indices, which include globally recognized benchmarks like the S&P; 500. In recent years, the company has expanded its capabilities through strategic acquisitions, such as the merger with IHS Markit in 2022, strengthening its position as a premier source of integrated data and analytics in the financial services industry.

Company Details

Industry

Financial Services

Connect With Us

Website spglobal.com

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