About the Role:

Grade Level (for internal use):

About the Role:

The Middle Office group takes on unique clients and projects that do not fit in the core business offering of WSO Services.  This group is responsible for loan trade settlement.

The Team:

The goal of a Lead Middle Office Analyst 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 position offers exposure to external industry entities such as portfolio managers, custodians, and agent banks.

Responsibilities and Impact:

• Subject Matter Expert to advise and guide middle office analyst team

• Manage client portfolio(s)/Agency trades in our loan Trade Settlement outsourcing services

• Communicate proactively and effectively with clients

• Coordinate with trade counterparties to receive and review par and distressed trade documentation

• Coordination with legal counsel and follow up, when needed, for distressed trades and participations

• Coordinate trade closings among clients, counterparties, and agents

• Review trade documentation, includes trade confirms, assignment agreements, and funding memos for discrepancies prior to settlement including using third party systems

• Follow up on outstanding trades and keep current comments updated

• Deliver closing packets to custodians and clients before stated deadlines

• Report client metrics and trends monthly

Compensation/Benefits Information:

S&P Global states that the anticipated base salary range for this position is $61,846 to $85,000. 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 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 We’re Looking For:

Basic Required Qualifications:

• Excellent attention to detail

• Takes initiative and ownership of job responsibilities

• Strong customer service and communication skills

• Reporting experience

• Proactive and can anticipate client needs

Additional Preferred Qualifications:

• 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

• Technical understanding

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 Mission:

Advancing Essential Intelligence.

Our People:

We're more than 35,000 strong worldwide—so we're 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. We’re committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. Join us and help create the critical insights that truly make a difference.

Our Values:

Integrity, Discovery, Partnership