Manager - iProspectus Operations

S&P GlobalVirtual, NY
$93,000 - $95,000

About The Position

About the Role: Grade Level (for internal use): 10 The Team: iProspectus focuses on the document setup and workflow for Bidcomp and Munis teams, ensuring smooth electronic delivery of US Municipal Bonds. It helps structure deal documents, coordinate competitive underwriter invitations, manage the bidding and selection process, and issue calendars for competitive deals. Regular updates are also cascaded to the market via Bond Buyer postings, enhancing transparency and efficiency. Responsibilities and Impact: Responsibilities: Monitor all client inbound requests via case management email and telephony hotlines, addressing deals and support requests in coordination with the global support team (US and Hyderabad). Process Prospectus documents for distribution and posting on the document dissemination platform; serve as a direct conduit for municipal and corporate clientele across all facets of client service and application support. Host client meetings for training, product demos, and transactional support. Produce scheduled and ad-hoc report deliverables in a timely and accurate manner. Troubleshoot client issues to pinpoint root cause and remediation steps. Partner with Product Build teams to prioritize, track, and resolve production issues to minimize client interruptions. Partner with Product Specialists to share client feedback. Partner with Professional Services for client onboarding, ensuring appropriate training and user access. Keep abreast of market and regulatory changes impacting service activities, adapting team policies/procedures as needed. Cross-train with global counterparts to ensure depth of application knowledge and client coverage. Lead and motivate the team to generate new ideas and create efficiencies. Create weekly dashboards to review and track progress on team metrics. Provide in-depth analysis to management regarding internal/external SLA shortfalls, along with proposed remediation plans. Serve as a primary point of contact for assigned clients, handling day-to-day account reviews and urgent escalations professionally and promptly. Provide subject matter expertise on client and team inquiries regarding statutes, tax authority guidance, and industry best practices. Maintain operational processes, assist with creating SOPs, UAT testing, and implement quality control reviews of operational BAU activities. Build relationships with key internal and external clients. Impact: Through delivering a positive overall client experience this role will create opportunity for other collaborative products and play a key factor in revenue retention and growth. Help build strong relationships for our clients with all possible bond issuers/financial advisors/underwriters across the region. Identify potential risks and roadblocks early in the process for our clients, allowing them to take steps to mitigate these issues.

Requirements

  • Bachelor’s degree and/or equivalent related work experience
  • Proficient in MS Office Suite, and a strong knowledge of internet applications
  • Interest in the Capital Markets and the financial markets
  • Excellent written and verbal communication skills, with the ability to adapt to all levels of management and clientele
  • Exceptional interpersonal skills that encourage healthy dialogue and trusted client relationships
  • Good organizational and time-management skills to adhere to deadlines and deliverables
  • Ability to work independently while still interacting within an integrated team structure
  • Right to Work Requirements: This role is limited to persons with indefinite right to work in the United States.

Responsibilities

  • Monitor all client inbound requests via case management email and telephony hotlines, addressing deals and support requests in coordination with the global support team (US and Hyderabad).
  • Process Prospectus documents for distribution and posting on the document dissemination platform; serve as a direct conduit for municipal and corporate clientele across all facets of client service and application support.
  • Host client meetings for training, product demos, and transactional support.
  • Produce scheduled and ad-hoc report deliverables in a timely and accurate manner.
  • Troubleshoot client issues to pinpoint root cause and remediation steps.
  • Partner with Product Build teams to prioritize, track, and resolve production issues to minimize client interruptions.
  • Partner with Product Specialists to share client feedback.
  • Partner with Professional Services for client onboarding, ensuring appropriate training and user access.
  • Keep abreast of market and regulatory changes impacting service activities, adapting team policies/procedures as needed.
  • Cross-train with global counterparts to ensure depth of application knowledge and client coverage.
  • Lead and motivate the team to generate new ideas and create efficiencies.
  • Create weekly dashboards to review and track progress on team metrics.
  • Provide in-depth analysis to management regarding internal/external SLA shortfalls, along with proposed remediation plans.
  • Serve as a primary point of contact for assigned clients, handling day-to-day account reviews and urgent escalations professionally and promptly.
  • Provide subject matter expertise on client and team inquiries regarding statutes, tax authority guidance, and industry best practices.
  • Maintain operational processes, assist with creating SOPs, UAT testing, and implement quality control reviews of operational BAU activities.
  • Build relationships with key internal and external clients.

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

Manager

Number of Employees

5,001-10,000 employees

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