Activity Processing Sr Specialist - S&P Global
Dallas, TX
About the Job
About the Role:
Grade Level (for internal use):
09
The Team:
The Solutions Operations division is seeking a professional with excellent interpersonal communication, organization, and time management skills to join our Private Debt 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 alternatives 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:
This position requires a flexible individual who is analytical and possesses strong communication skills. The position involves dealing with various levels of management, both internal to S&P Global as well as external clients to the firm. The successful candidate must be organized, capable of addressing inquiries on a timely manner, and also possess acute problem-solving skills.
Responsibilities and Impact:
+ Responsible for efficient and accurate processing of daily activities for all asset types (Loans, Bonds, ABS, Equities, CDS)
+ Investigate discrepancies by reviewing source documentation and faxes from the agent bank
+ Review system-generated reports to ensure proper monitoring of the facilities and handle exception items
+ Interact with appropriate individuals/entities to gather all pertinent information/details in order to reflect date accurately in the system
+ Handle requests from different departments/clients within an hour turnaround
+ Complete special projects as assigned
Compensation/Benefits Information: (This section is only applicable to US candidates)
S&P Global states that the anticipated base salary range for this position is $51,289.00 to $91,872.25. Final base salary for this role will be based on the individual’s geographic location, as well as experience level, skill set, training, licenses and certifications.
In addition to base compensation, this role is eligible for an annual incentive plan. This role is not eligible for additional compensation such as an annual incentive bonus or sales commission plan.
This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here (https://spgbenefits.com/benefit-summaries) .
What We’re Looking For:
Basic Required Qualifications:
+ Bachelor’s Degree or equivalent work experience
+ Must be able to handle stressful customer situations with patience and poise
+ Able to demonstrate knowledge and experience in working with internet-based applications
+ Ability to think laterally, provide proper issue analyses, and question current processes
+ Eager to learn with strong analytical and problem-solving abilities
+ Proficient PC skills, especially in Microsoft Word and Excel
+ Strong process improvement skills
+ Positive, proactive attitude and ability to work well in teams
+ 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
+ Goal and action-orientated, with the ability to organize, multi-task and prioritize in a fast-paced environment
+ Ability to manage projects independently when required
Additional Preferred Qualifications:
+ WSO and/or LoanIQ processing experience
+ Private debt and broadly syndicated loan processing experience
+ Syndicated loan-specific cash reconciliation and/or position reconciliation
+ Bachelor's degree (Business, Communications, Finance, Economics)
+ 3- 5 years of work experience within the financial and/or syndicated loan industry
+ Strong MS office (Word, Excel, PowerPoint) skills
+ Power Bi and/or Tableau experience
About S&P Global Market Intelligence
At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.
For more information, visit www.spglobal.com/marketintelligence .
What’s In It For You?
Our Purpose:
Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology–the right combination can unlock possibility and change the world.
Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.
Our People:
We're more than 35,000 strong worldwide—so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.
From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We’re committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We’re constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.
Our Values:
Integrity, Discovery, Partnership
At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals.
Benefits:
We take care of you, so you can take care of business. We care about our people. That’s why we provide everything you—and your career—need to thrive at S&P Global.
Our benefits include:
+ 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.
For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries
Diversity, Equity, and Inclusion at S&P Global:
At S&P Global, we believe diversity fuels creative insights, equity unlocks opportunity, and inclusion drives growth and innovation – Powering Global Markets. Our commitment centers on our global workforce, ensuring that our people are empowered to bring their whole selves to work. It doesn’t stop there, we strive to better reflect and serve the communities in which we live and work, and advocate for greater opportunity for all.
-----------------------------------------------------------
Equal Opportunity Employer
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.
If you need an accommodation during the application process due to a disability, please send an email to: EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person.
US Candidates Only: The EEO is the Law Poster http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf describes discrimination protections under federal law.
-----------------------------------------------------------
20 - Professional (EEO-2 Job Categories-United States of America), OPRTON202.1 - Middle Professional Tier I (EEO Job Group)
Job ID: 304376
Posted On: 2024-06-28
Location: Dallas, Texas, United States
Grade Level (for internal use):
09
The Team:
The Solutions Operations division is seeking a professional with excellent interpersonal communication, organization, and time management skills to join our Private Debt 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 alternatives 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:
This position requires a flexible individual who is analytical and possesses strong communication skills. The position involves dealing with various levels of management, both internal to S&P Global as well as external clients to the firm. The successful candidate must be organized, capable of addressing inquiries on a timely manner, and also possess acute problem-solving skills.
Responsibilities and Impact:
+ Responsible for efficient and accurate processing of daily activities for all asset types (Loans, Bonds, ABS, Equities, CDS)
+ Investigate discrepancies by reviewing source documentation and faxes from the agent bank
+ Review system-generated reports to ensure proper monitoring of the facilities and handle exception items
+ Interact with appropriate individuals/entities to gather all pertinent information/details in order to reflect date accurately in the system
+ Handle requests from different departments/clients within an hour turnaround
+ Complete special projects as assigned
Compensation/Benefits Information: (This section is only applicable to US candidates)
S&P Global states that the anticipated base salary range for this position is $51,289.00 to $91,872.25. Final base salary for this role will be based on the individual’s geographic location, as well as experience level, skill set, training, licenses and certifications.
In addition to base compensation, this role is eligible for an annual incentive plan. This role is not eligible for additional compensation such as an annual incentive bonus or sales commission plan.
This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here (https://spgbenefits.com/benefit-summaries) .
What We’re Looking For:
Basic Required Qualifications:
+ Bachelor’s Degree or equivalent work experience
+ Must be able to handle stressful customer situations with patience and poise
+ Able to demonstrate knowledge and experience in working with internet-based applications
+ Ability to think laterally, provide proper issue analyses, and question current processes
+ Eager to learn with strong analytical and problem-solving abilities
+ Proficient PC skills, especially in Microsoft Word and Excel
+ Strong process improvement skills
+ Positive, proactive attitude and ability to work well in teams
+ 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
+ Goal and action-orientated, with the ability to organize, multi-task and prioritize in a fast-paced environment
+ Ability to manage projects independently when required
Additional Preferred Qualifications:
+ WSO and/or LoanIQ processing experience
+ Private debt and broadly syndicated loan processing experience
+ Syndicated loan-specific cash reconciliation and/or position reconciliation
+ Bachelor's degree (Business, Communications, Finance, Economics)
+ 3- 5 years of work experience within the financial and/or syndicated loan industry
+ Strong MS office (Word, Excel, PowerPoint) skills
+ Power Bi and/or Tableau experience
About S&P Global Market Intelligence
At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.
For more information, visit www.spglobal.com/marketintelligence .
What’s In It For You?
Our Purpose:
Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology–the right combination can unlock possibility and change the world.
Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.
Our People:
We're more than 35,000 strong worldwide—so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.
From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We’re committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We’re constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.
Our Values:
Integrity, Discovery, Partnership
At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals.
Benefits:
We take care of you, so you can take care of business. We care about our people. That’s why we provide everything you—and your career—need to thrive at S&P Global.
Our benefits include:
+ 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.
For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries
Diversity, Equity, and Inclusion at S&P Global:
At S&P Global, we believe diversity fuels creative insights, equity unlocks opportunity, and inclusion drives growth and innovation – Powering Global Markets. Our commitment centers on our global workforce, ensuring that our people are empowered to bring their whole selves to work. It doesn’t stop there, we strive to better reflect and serve the communities in which we live and work, and advocate for greater opportunity for all.
-----------------------------------------------------------
Equal Opportunity Employer
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.
If you need an accommodation during the application process due to a disability, please send an email to: EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person.
US Candidates Only: The EEO is the Law Poster http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf describes discrimination protections under federal law.
-----------------------------------------------------------
20 - Professional (EEO-2 Job Categories-United States of America), OPRTON202.1 - Middle Professional Tier I (EEO Job Group)
Job ID: 304376
Posted On: 2024-06-28
Location: Dallas, Texas, United States
Source : S&P Global