Compliance Services Analyst

OSTTRA • Houston, TX

17h

About The Position

About the Role: Grade Level (for internal use): 08 About the Role: Our Compliance Services team is seeking an experienced and motivated Analyst to facilitate daily management of client coverage and deliverables. The individual will be responsible for managing client inquiries and client support related to the functions of the outsourcing platform. The position offers direct exposure to external industry entities such as portfolio managers and trustee/custodians. The role entails partnering with other S&P business lines to drive a client focused agenda and satisfaction.

Requirements

• 1 – 3 years finance experience
• Experience working with Wall Street Office Product Suite
• Strong PC skills – Excel and other Microsoft Office Products
• Customer relations experience
• Right to Work Requirements: This role is limited to persons with indefinite right to work in the United States.

Nice To Haves

• Experience in high-yield or leveraged loan financial market
• Degree in relevant field (Accounting / Finance Major preferred)

Responsibilities

• Generate and manage the day-to-day deliverables to clients (primarily capital management firms)
• Perform routine reconciliation of key data points with trustees, and research variances
• Review compliance test results presented on monthly trustee reports, and research variances
• Monitor cash collection, payment and reserve accounts to ensure activity and transactions are processed properly
• Manage inquiries regarding collateral attributes and transactions, and facilitate the workflow and timely resolution between internal groups
• Work with WSO Compliance programmers on applicable updates to models and test calculations
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level