WSO Specialized Account Services, Analyst

WSO Specialized Account Services Analyst

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&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 a hosted software or a fully outsourced managed service.

You will work within 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.

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.

Join a team which fosters team collaboration and client focus, enabling high performers to grow within the team.

Direct exposure to industry leading client(s) who demand operational perfection.

Further your knowledge solidifying a foundation of best practices alongside industry experts.

Responsibilities:

• As a Specialized Account Services Analyst, 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.
• 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.
• Aid all team members with daily project management, data validation, and data deliverables as needed.

What We're Looking For:

• Bachelor's Degree or equivalent work experience
• 0 - 2 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 internet-based applications
• Ability to think laterally, provide proper issue analyses
• Eager to learn with strong analytical and problem-solving abilities
• Proficient PC skills, especially in Microsoft Word and Excel
• 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
• Goal and action-orientated, with the ability to organize, multi-task, and prioritize in a fast-paced environment
• Ability to manage projects independently when required

Additional Preferred Qualifications:

• WSO and/or Loan IQ Experience
• Customer service experience from any field is a plus!
• Syndicated loan experience is a big plus!
• Bachelor's degree (Finance, Economics, or related field preferred)
• 1 - 4 years of work experience within the financial and/or syndicated loan industry
• Strong MS office (Word, Excel, PowerPoint) skills
• Data research and analytics

At S&P Global Market Intelligence, 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.

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

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 are committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We are constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.

Integrity, Discovery, Partnership

At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's 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:

• 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 company-matched student loan contribution, and financial wellness programs.
• Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
• Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.

At S&P Global, we are committed to fostering a connected and engaged 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.

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