Specialized Account Services, Sr. Analyst

About the role

Grade Level (for internal use): 08 The Team: The Enterprise Solutions Operations division seeks 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 hosted software or a fully outsourced managed service. HYPERLINK TO SPGI EXTERNAL WEBSITE: Lending Solutions | S&P Global The Impact: This role is responsible for client-facing operations, including data research, processing, reconciliation, validation, and exception management primarily supporting syndicated loan processing needs for WSO users. You will work in a dynamic environment with daily exposure to clients across seniority levels, gaining experience in finance, banking, the syndicated loan market, and SaaS-based operating models. You will help drive continuous improvement by identifying issues, enhancing workflows, and partnering across internal teams to improve client outcomes and be part of a growing global business which empowers its people to provide insight and how data sets are created then utilized by our clients.

Responsibilities

• You will be part of 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.
• Audit and correct any accounts that are material to the fund and/or flagged via a tolerance check for critical reporting needs.
• Support the month-end and quarter-end close process by ensuring timely and accurate operational processing and completion of critical audits
• Reconcile various accounts and promptly research and correct any variances.
• Monitor and resolve aged exceptions across accounts, partnering with multiple internal and external parties.
• Assist in the opening and structuring of fund onboarding, ensuring all standard operating procedures are followed.
• Additional tasks include but are not limited to:
• Accurately reviewing and maintaining asset and contract data
• Overseeing new deal creation and ensuring data point accuracy
• Processing amendments, investigating discrepancies, and resolving issues
• Monitoring and resolving exceptions
• Performing additional syndicated loan maintenance
• Coaching and assisting other analysts and leadership as needed
• Maintaining strict adherence to processing deadlines, quality-controlled operational processes, and LSTA/LMA/Private Deals/Middle Market standards for loan transactions and/or trades
• Proactively identify internal and external processing and system-related issues. Collaborate with internal partners and management on resolution plans and escalations.
• Lead research and projects on cross-product integrations and workflow enhancements to support client business requirements and strategic growth. This includes direct client engagement, project management, and presentation coordination.
• Capture and channel user feedback through effective communication and listening. Partner with leaders, peers, product associates, sales, and relationship managers on projects to improve products and services.
• Support team members with daily project management, data validation, and data deliverables as needed.
• Be willing to cross-train with neighboring divisions to provide an agile workforce capable of handling issues and engaging with joint clients

Requirements

• 4 - 6 years' experience within financial services in the syndicated loan industry
• Must be able to handle stressful customer situations with patience and poise
• Ability to organize and prioritize complex issues and projects to completion
• Flexible to work in APAC / EMEA hours
• Ability to think laterally, provi

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