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Overview About the Role

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 clients’ 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 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, 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 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 Analyst, 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 reconciliation and validation of trades and positions to ensure syndicated facility data integrity.
- These tasks include but are not limited to:
- Accurately reviewing and maintaining asset and contract data.
- Hand-holding new deal creation and data point accuracy.
- Processing amendments, investigating discrepancies, and processing.
- Monitoring and actioning exceptions.
- 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.

- Data Management and Controls
- Review source documents and files, ensuring information is complete prior to entry into the database.
- Updating and entering records with a high degree of accuracy, ensuring compliance with business procedures.
- Verifying completeness, accuracy, and consistency of information by conducting quality assurance audits, identifying missing, incorrect, or conflicting information, and ensuring any inconsistencies are corrected in an expedited manner.
- 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 the client’s business requirements and strategic growth. This includes direct client engagement, project management, and presentation coordination where necessary.
- Serve as 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 our clients and facilitate the continuous improvement of our 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.

Basic Required Qualifications

- Bachelor’s Degree or equivalent work experience.
- 0 - 2 years of work experience within the syndicated loan industry, Loan IQ, or WSO systems.
- Ability to work US shift.
- Must be able 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.
- Eager to learn with strong analytical and problem-solving abilities.
- Proficient PC skills, especially in Microsoft Word and Excel.
- Strong process improvement skills.
- Positive, proactive attitude and ability to work well in teams.
- Fluent English speaking, reading, and writing abilities.
- Exceptional skills in listening to clients, articulating ideas and complex information in a transparent and concise manner.
- Proven record of maintaining strong relationships with senior members of client organizations, addressing their needs, and maintaining a high level of client satisfaction.
- Goal and action-orientated, with the ability to organize, multi-task, and prioritize in a fast-paced environment.
- Ability to manage projects independently when required.

Additional Preferred Qualifications

- WSO and/or Loan IQ Experience.
- Customer service experience from any field is a plus.
- Syndicated loan experience is a big plus.
- Bachelor's degree (Finance, Economics, or related field preferred).
- 1 - 3 years of work experience within the financial and/or syndicated loan industry.
- Strong MS Office (Word, Excel, PowerPoint) skills.
- Data research and analytics.

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 IQSaaSMicrosoft ExcelData validationData ReconciliationFinancial MarketsWSOSyndicated Loans

Related Tags

Financial ServicesFresherOperationsAnalyst

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Education Requirements

- Bachelor's Degree or equivalent work experience

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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