About the Role:

Grade Level (for internal use):

The Team:

The goal of a Middle Office Sr Specialist, Investment Operations is to oversee Trade Settlement client relationships. Provide excellent customer service and loan settlement services to our growing client base while adhering to strict deadlines and targets given. The Middle Office group takes on unique clients and projects that do not fit into the core business offering of WSO Services.  This group is responsible for client-specific bank debt trade management.

Responsibilities and Impact:

• Oversee client portfolio(s)/Agency trades in our loan Trade Closing outsourcing services

• Proactively manage and effectively communicate with internal and external clients

• Manage counterparty's expectations to receive and review primary/secondary par and distressed trade documentation

• Coordinate trade closings among clients, counterparties, and agents – may include coordination with legal counsel for distressed and/or participations

• Review trade documents, including trade confirm, assignment agreements, and funding memos for discrepancies prior to settlement including using third-party systems

• Manage outstanding trades and maintain comments per client expectation

• Deliver closing packets to custodians and clients before the stated deadlines

Compensation/Benefits Information: (This section is only applicable to US candidates)

S&P Global states that the anticipated base salary range for this position is $51,289 to $91,872. Final base salary for this role will be based on the individual’s 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 bonus.

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 We’re Looking For:

Basic Required Qualifications:

• 3 years of syndicated bank loan settlement/management experience preferable

• BA / BS or equivalent work experience in the financial field

• Knowledge of par and distressed loans and the documentation

• Knowledge of trade fee calculations

• Ability to read and interpret credit agreements

• Experience with daily loan transactions

• Exposure to ClearPar/VTS/Markit WSO systems a plus

Additional Preferred Qualifications:

Management requirements: 

• Personal competencies

• Personal impact

• Excellent attention to detail

• Strong work ethic

• Takes initiative and ownership of job responsibilities

• Must be able to perform job duties accurately and timely

• Must adhere to deadlines and targets given

• Strong customer service skills

Communication:

• Strong verbal and written communication skills

• Prepare various reports and metrics needed by internal management or special client requests

Teamwork:

• Must be able to work well with others in a team environment

• Assist other WSO groups during quarter-end or other high-volume periods

Right to Work Requirements:

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

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, and make decisions with conviction.

For more information, visit www.spglobal.com/marketintelligence.

What’s In It For You?

Our Purpose:

Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology–the right combina