WSO Training Manager

S&P Global • Dallas, TX

1d

About The Position

About the Role: The Team: The Solutions Operations division is seeking a professional with excellent interpersonal communication, organization, and time management skills to join our Global Special Services Team. S&P’s WSO (Wall Street Office) provides real-time access to our client’s portfolio and reporting insights for active asset management and deal administration, trading activities, cash and position level transparency and accurate P&L reporting. Underpinned by our WSO Administrator and WSO Agent product suites, WSO supports complex aspects of alternative asset management in a scalable solution that increases operational efficiency while reducing risk. Our solutions are available as a hosted software or a fully outsourced managed service. Responsibilities and Impact: You will work within a dynamic team, responsible for all client-facing operations-related training, data research, and processing functions on the Special Services Team which primarily supports WSO users and their loan processing needs. In this position, you will help team members gain exposure to an exciting financial market and interact daily with our clients of varying levels of seniority. This is an exciting opportunity to learn about finance, banking, the syndicated loan market, and Software as a Service (SAAS) technology. As a WSO Training Manager, you are expected to support our team members, our clients and the business orchestrating workflow and prompt resolution between internal and external teams. This includes dealing with data reconciliation and validation of trades and positions to ensure syndicated facility data integrity.

Requirements

• 3+ years of work experience within the syndicated loan industry, Loan IQ, or WSO systems
• 1 or more years of prior leadership experience
• Must be able to handle stressful customer situations with patience and poise
• Ability to organize and prioritize complex issues and projects to completion
• Able to demonstrate knowledge and experience in working with internet-based applications
• Ability to think laterally, provide proper issue analyses, and question current processes
• Ability to provide guidance and clarification to support team deliverables
• Proficient PC skills, especially in Microsoft Word and Excel
• Performs work effectively under little to no guidance
• Positive, proactive attitude and ability to work well in teams
• Fluent English speaking, reading, and writing abilities
• Exceptional skills in listening to clients, articulating ideas and complex information in a clear and concise manner
• Proven record of maintaining strong relationships with senior members of client organizations, addressing their needs, and maintaining a high level of client satisfaction
• Can resolve issues that are often varied and non-routine
• Ability to manage projects independently when required
• Right to Work Requirements: This role is limited to persons with indefinite right to work in the United States.

Nice To Haves

• Bachelor's degree (Finance, Economics, or related field preferred)
• 6+ years of work experience within the financial and/or syndicated loan industry
• Data research and analytics

Responsibilities

• Accurately reviewing and maintaining asset and contract data
• Hand-holding new deal creation and data point accuracy
• Processing amendments, investigating discrepancies, and processing
• Monitoring and actioning exceptions
• Additional syndication loan maintenance
• Provide leadership and guidance, manage team and client expectations, navigate client and business needs, and maintain an ecosystem of elevated client service.
• Organize, construct and present client metrics, key performance indicators (KPI), and key risk indicators (KRI) to management and clients as the overall team owner
• Keep track of Integration Utility (internal software system) and client audits daily to make sure assets are subscribed and updated to help prevent delays in processing
• Conduct weekly meetings with team/team members to share knowledge and create accountability
• Support team members with client calls, manage escalations and provide feedback on how to improve and build client relationships
• Strict adherence to processing deadlines, quality-controlled operational processes, and LSTA/LMA/Private Deals/Middle Market standards for processing loan transactions and/or trades.
• Proactively identifying internal and external processing and system-related issues effectively.
• Lead research and projects on cross-product integrations, and workflow enhancement to support the client’s business requirements and strategic growth. This includes direct client engagement, project management, and presentation coordination where necessary.
• Serve as subject matter expert for all Solutions products and service offerings, able to join internal and external client meetings or calls to analyze client needs and make recommendations on operational flows and product usage. Contribute presentation materials where necessary.
• Capture and channel user feedback through proper communication and listening skills
• Partner with leaders, peers, product associates, sales, and relationship managers on required projects to service our clients and facilitate the continuous improvement of our products and services.
• Aid all team members with daily project management, data validation, and data deliverables as needed.
• Cross-train with neighboring divisions of the firm to provide an agile workforce capable of handling issues and engaging with joint 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees