Specialist, WSO Specialized Account Services at S&P Global

Dallas, Texas, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Asset ManagementIndustries

Requirements

Excellent interpersonal communication, organization, and time management skills
Ability to interact daily with clients of varying levels of seniority
Knowledge or willingness to learn about finance, banking, the syndicated loan market, and Software as a Service (SAAS) technology
Ability to orchestrate workflow and ensure prompt resolution between internal and external teams
Strict adherence to processing deadlines, quality-controlled operational processes, and LSTA/LMA/Private Deals/Middle Market standards

Responsibilities

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 internal system (WSO) and clients' trustee/custodian accounts
Review and action system-generated reports to facilitate 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 other team members
Ensure adherence to all best practices, Service Level Agreements, and Standard Operating Procedures
Accurately review and maintain asset and contract data
Monitor and action exceptions
Perform additional syndication loan maintenance
Coach and assist other analysts and leadership where needed
Aid all team members with daily project management, data validation, and data deliverables as needed
Proactively identify internal and external processing and system-related issues and work with internal partners and management on resolution
Handle all client-facing operations-related items, data research, and processing functions, primarily supporting WSO users and their loan processing needs
Deal with data processing, reconciliation, and validation of trades and positions to ensure syndicated facility data integrity

Skills

Data Research

Loan Processing

Client Operations

Syndicated Loans

Asset Management

P&L Reporting

SaaS

Portfolio Management

Time Management

Communication

S&P Global

Provides financial information and analytics services

About S&P Global

S&P Global provides financial information and analytics to a wide range of clients, including investors, corporations, and governments. The company offers services such as credit ratings, market intelligence, and indices, which help clients understand and navigate the global financial market. S&P Global's products work by utilizing advanced data analytics and research to deliver insights that assist clients in making informed decisions and managing risks. Unlike many competitors, S&P Global has a diverse range of divisions, including S&P Global Ratings and S&P Dow Jones Indices, which allows it to cater to various financial needs. The company's goal is to support clients in driving growth while also committing to corporate responsibility and positive societal impact.

New York City, New YorkHeadquarters

1917Year Founded

IPOCompany Stage

Data & Analytics, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Unlimited Paid Time Off

Professional Development Budget

401(k) Company Match

Family Planning Benefits

Employee Discounts

Risks

Integration challenges with new acquisitions like ProntoNLP may cause operational issues.

Increased competition from AI-driven platforms like Brooklyn Investment Group.

Dependence on volatile credit ratings market could impact revenue stability.

Differentiation

S&P Global integrates advanced AI tools for superior financial analytics capabilities.

The company offers comprehensive ESG solutions, meeting growing sustainability demands.

S&P Global's diverse divisions provide a wide range of financial services globally.

Upsides

Acquisition of ProntoNLP boosts data analytics and sentiment scoring capabilities.

Rising demand for ESG data enhances S&P Global's market position.

Expansion into India strengthens S&P Global's research and insights offerings.

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