Syndicated Loans Agency Operations Associate

OSTTRA • Dallas, TX

12d

About The Position

About the Role: Grade Level (for internal use): 07 The Team: The Agent Services team is a Syndicated Loans Agency operations team for our client base, performing all operational tasks to support both the borrower and lenders. Acting as an agent is a varied and highly visible role requiring accuracy and an understanding of complex deal mechanics. Responsibilities and Impact: The Impact: S&P Global is seeking a motivated Specialist for Agent Services to work within the team administering 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. What’s in it for you: 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

Requirements

• BA or BS or equivalent experience
• 1 year+ of relative business experience
• Customer relations experience
• Strong written and verbal communication skills
• Organized and detail-oriented
• Analytical with good problem-solving initiative
• Team collaboration mindset
• Microsoft Excel experience
• Right to Work Requirements: This role is limited to persons with indefinite right to work in the United States.

Nice To Haves

• Banking or investment industry experience
• Syndicated Loan experience

Responsibilities

• Executing the operational requirements to manage the lifecycle events of a syndicated loan
• Supporting more junior members of staff with any complexities within the deal/portfolio
• 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 promptly
• 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

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
• Number of Employees: 1,001-5,000 employees