Activity Processing (Private Debt) Sr Specialist
About The Position
About the Role: Grade Level (for internal use): 09 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&P’s 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: This position requires a flexible individual who is analytical and possesses strong communication skills. The position involves dealing with various levels of management, both internal to S&P Global as well as external clients to the firm. The successful candidate must be organized, capable of addressing inquiries in a timely manner, and also possess acute problem-solving skills.
Requirements
- Bachelor’s Degree or equivalent work experience in finance
- Syndicated loan knowledge
- 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, and question current processes
- 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 and clients
- Exceptional skills in listening to clients, articulating ideas and complex information in a clear and concise manner
Nice To Haves
- WSO and/or LoanIQ processing experience
- Private debt and broadly syndicated loan processing experience
- Syndicated loan specific cash reconciliation and/or position reconciliation
Responsibilities
- Responsible for efficient and accurate processing of daily activities for all asset types (Loans, Bonds, ABS, Equities, CDS)
- Investigate discrepancies by reviewing source documentation and faxes from the agent bank
- Review system-generated reports to ensure proper monitoring of the facilities and handle exception items
- Interact with appropriate individuals/entities to gather all pertinent information/details in order to reflect data accurately in the system
- Handle requests from different departments/clients within an hour turnaround
- Complete special projects as assigned
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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
