drjobs Specialized Account Services Associate Director

Specialized Account Services Associate Director

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1 Vacancy
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Job Location drjobs

Dallas - USA

Monthly Salary drjobs

$ 102387 - 131000

Vacancy

1 Vacancy

Job Description

About the Role:

Grade Level (for internal use):

12

The Team:

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&Ps 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 a hosted software or a fully outsourced managed service.

Responsibilities and Impact:

The Associate Director will manage 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 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 an AssociateDirector 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.

  • 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 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 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.

Compensation/Benefits Information:

S&P Global states that the anticipated base salary range for this position is $102387 to $131000. The final base salary for this role will be based on the individuals geographic location as well as experience level skill set training licenses and certifications.

In addition to base compensation this role is eligible for an annual incentive plan.

This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees please click here.

What Were Looking For:

Basic Required Qualifications:

Additional Preferred Qualifications:

Right to Work Requirements:

This role is limited to persons with indefinite right to work in the United States.

Flexible Working

We pride ourselves on our agility and diversity and we welcome requests to work flexibly. For most roles flexible hours and/or an element of remote working are usually possible. Please talk to us at interview about the type of arrangement that is best for you. We will always try to be adaptable wherever we can.

Return to Work

Have you taken time out for caring responsibilities and are now looking to return to work As part of our Return-to-Work initiative we are encouraging enthusiastic and talented returners to apply and will actively support your return to the workplace.

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 self-starter. 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:

For more information on benefits by country visit: Hiring and Opportunity at S&P Global:

At S&P Global we are committed to fostering a connected andengaged workplace where all individuals have access to opportunities based on their skills experience and contributions. Our hiring practices emphasize fairness transparency and merit 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.

Recruitment Fraud Alert:

If you receive an email from a domain or any other regionally based domains it is a scam and should be reported to. S&P Global never requires any candidate to pay money for job applications interviews offer letters pre-employment training or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines fraudulent domains and how to report suspicious activityhere.


Required Experience:

Director

Employment Type

Full-Time

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