Associate, Syndicated Loans Agency Operations

OSTTRA•Dallas, TX

1d•Onsite

About The Position

S&P Global is seeking a motivated Operations Associate to work within the Agent Services team to administer the lending portfolios for our client base. The individual will be responsible for the lifecycle events of the deals, communicating with our clients, their borrowers and the lending syndicate members. Additional responsibilities include partnering with other S&P Global business lines to drive continued progress of the regions to support the global operating model and local client base.

Requirements

Experience in client-facing role with building and maintaining strong client relationships while delivering exceptional service.
Verbal and written communication skills with the ability to effectively communicate with clients, senior management, and cross-functional teams.
Analytical, organizational, and critical-thinking skills with the ability to manage multiple priorities while supporting team objectives and team members.
Demonstrated ability to evaluate existing processes, identify opportunities for enhancement, and implement operational improvements.
Right to Work Requirements: This role is limited to persons with indefinite right to work in the United States.

Nice To Haves

Familiarity with the syndicated loan trading process, including the review and interpretation of Assignment and Assumption Agreements.
Demonstrated ability to perform and validate loan-related calculations, including interest, fees, payment amounts, and imputed rate calculations.
Advanced Microsoft Excel proficiency, including the use of Pivot Tables for data analysis, reporting, and identifying trends or exceptions within large data sets.
Understanding of financial ratio calculations and their application within credit agreements.
Bachelor's degree in Finance, Accounting, Business, Economics, or a related field, or equivalent relevant experience.
Experience with syndicated loan platforms and market tools such as S&P Market Intelligence products, including WSO, iLEVEL, ClearPar, and DebtDomain.
Experience supporting agent-side syndicated loan operations.
Strong working knowledge of credit agreements, interest and fee processing, borrowings, paydowns, amendments, cash management, and related loan administration activities.

Responsibilities

Executing the operational requirements to manage the lifecycle events of a syndicated loan
Interpreting the underlying legal documents to ensure the deal and its members are managed in compliance with the terms
Answering client, borrower and lender queries in a timely manner
Financial analysis of deals to ensure accruals and pricing mechanics are correct
Management of outstanding work items in line with expected Key Performance Indicators (KPI’s)
Ensuring a high level of accuracy to minimize operational risk within the lending portfolio
Supporting projects and other business initiatives to help further the Agent Services product offering

Benefits

Opportunity to be involved in a rapidly growing business, with a varied and interesting role managing multiple stakeholders
Having exposure to both the private and broadly syndicated sides of the lending market incorporating various financial instruments and lending structures
Be a part of a dynamic business, interacting with clients across the industry
Working for a global business focused on the personal growth and development of its employees
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.