Associate, Syndicated Loans Agency Operations

S&P Global • Boulder, CO

2d • 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.

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

• Health care coverage designed for the mind and body.
• Generous time off helps keep you energized for your time on.
• Access a wealth of resources to grow your career and learn valuable new skills.
• Competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
• Perks for your partners and little ones, too, with some best-in class benefits for families.
• Retail discounts to referral incentive awards

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree