About the Role:

Grade Level (for internal use):

The Team:

The Enterprise 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&Ps WSO (Wall Street Office) provides realtime 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 a hosted software or a fully outsourced managed service.

Responsibilities and Impact:

You will work within a dynamic team responsible for all clientfacing operationsrelated 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.

• As a Specialized Account Services 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 qualitycontrolled 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 systemrelated 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 crossproduct integrations and workflow enhancement to support the clients business requirements and strategic growth. This includes direct client engagement project management and presentation coordination where necessary.

• Serve as subject matter expert for all WSO Services 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.

• You should be willing to crosstrain with neighboring divisions of the firm to provide an agile workforce capable of handling issues and engaging with joint clients.

What Were Looking For:

Basic Required Qualifications:

• Bachelors Degree or equivalent work experience

• 2 5 years of work experience within the syndicated loan industry Loan IQ or WSO systems

• 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 internetbased applications

• Ability to think laterally provide proper issue analyses and question current processes

• Ability to provide guidance and clarification to support team deliverables

• Proficient PC skills especially in Microsoft Word and Excel

• Performs work effectively under little to no guidance

• 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 clear 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

• Can resolve issues that are often varied and nonroutine

• Ability to manage projects independently when required

• Ability to work US shift

Additional Preferred Qualifications:

• WSO and/or Loan IQ Experience

• Substantial syndicated loan knowledge

• Bachelors degree (Finance Economics or related field preferred)

• 3 6 years of work experience within the financial and/or syndicated loan industry

• Strong MS office (Word Excel PowerPoint) skills

• Data research and analytics

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 andmake decisions with conviction.

For more information visit In It For You

Our Purpose:

Progress is not a selfstarter. It requires a catalyst to be set in motion. Information imagination people technologythe right combination can unlock possibility and change the world.

Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence pinpointing risks and opening possibilities. We Accelerate Progress.

Our People:

Were more than 35000 strong worldwideso were able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.

From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. Were committed to a more equitable future and to helping our customers find new sustainable ways of doing business. Were constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.

Our Values:

Integrity Discovery Partnership

At S&P Global we focus on Powering Global Markets. Throughout our history the worlds leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do bring a spirit of discovery to our work and collaborate in close partnership with each other and our customers to achieve shared goals.

Benefits:

We take care of you so you cantake care of business. We care about our people. Thats why we provide everything youand your careerneed to thrive at S&P Global.

Our benefits include:

• Health & Wellness: Health care coverage designed for the mind and body.

• Flexible Downtime: Generous time off helps keep you energized for your time on.

• Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.

• Invest in Your Future: Secure your financial future through competitive pay retirement planning a continuing education program with a companymatched student loan contribution and financial wellness programs.

• Family Friendly Perks: Its not just about you. S&P Global has perks for your partners and little ones too with some bestin class benefits for families.

• Beyond the Basics: From retail discounts to referral incentive awardssmall perks can make a big difference.

For more information on benefits by country visit: https://spgbenefits/benefitsummaries

Inclusive Hiring and Opportunity at S&P Global:

At S&P Global we are committed to fostering an inclusive workplace where all individuals have access to opportunities based on their skills experience and contributions. Our hiring practices emphasize fairness transparency and equal opportunity ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration we drive innovation and power global markets.