Grade Level (for internal use):
08The Team: The Middle Office group specializes in managing unique client requirements and projects that extend beyond the core business offerings of WSO Services. This dynamic team is directly responsible for loan trade settlement, ensuring seamless operations for a diverse client base. Team members thrive on delivering excellent customer service and precise loan settlement services within strict deadlines, gaining invaluable exposure to external industry entities such as portfolio managers, custodians, and agent banks.
Responsibilities and Impact:
• Manage client portfolios and agency trades within our loan Trade Settlement outsourcing services, ensuring exceptional service delivery.
• Coordinate complex trade closings among clients, counterparties, and agents, including engagement with legal counsel for distressed trades and participations.
• Proactively communicate with clients and external stakeholders, providing expert guidance and ensuring alignment on business priorities.
• Conduct thorough review of trade documentation, including confirms, assignment agreements, and funding memos, to identify discrepancies and ensure accuracy prior to settlement.
• Actively follow up on outstanding trades, maintaining current statuses and delivering comprehensive closing packets to custodians and clients within stipulated deadlines.
• Provide strategic insights through monthly client metrics and trend reports, contributing to continuous process improvement and organizational excellence.
• All employees are required to work from the office a minimum of 2 days per week.
Compensation/Benefits Information: S&P Global states that the anticipated base salary range for this position is $A to $Z. 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.
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.
What We’re Looking For:
Basic Required Qualifications:
• BA or BS degree, or equivalent relevant work experience.
• Comprehensive knowledge of par and distressed loans, including their associated documentation and trade fee calculations.
• Demonstrated ability to read and interpret complex credit agreements and experience with daily loan transactions.
• An S&P Global employee at this level would typically have 2+ years of experience in loan operations or middle office functions, with exposure to systems like ClearPar/TSI/Markit WSO being a plus.
• We require all external candidates who reach the final stage of our interview process to attend at least one in-person interview, which is ordinarily at your nearest S&P Global office. This must be completed before we can proceed to an offer.
Additional Preferred Qualifications:
• A team player who actively seeks ways to collaborate with others, contributing effectively outside of immediate tasks and supporting broader team goals.
• Resourceful and solution-oriented, with a keen eye for detail to identify potential issues and generate new ideas to improve quality and efficiency.
• Possesses strong interpersonal communication skills, actively participating in collaborative efforts and team discussions to articulate ideas clearly.
• Demonstrates effective time management by assessing urgency, prioritizing tasks, and ensuring timely delivery of high-quality work, while proactively taking ownership of responsibilities.
Right to Work Requirements: This role is limited to persons with indefinite right to work in the United States.
Return to Work: Have you taken time out for caring responsibilities and are now looking to return to work? As part of our Return to Work initiative, Restart, we are encouraging enthusiastic and talented returners to apply, and will actively support your return to the workplace. Link here to careers site page when applicable
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 Mission:
Advancing Essential Intelligence.
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. Join us and help create the critical insights that truly make a difference.
Our Values:
Integrity, Discovery, Partnership
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
Global Hiring and Opportunity at S&P Global:
At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.
Recruitment Fraud Alert:
If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to reportfraud@spglobal.com. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre-employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here.
-----------------------------------------------------------
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: Know Your Rights: Workplace discrimination is illegal
-----------------------------------------------------------
20 - Professional (EEO-2 Job Categories-United States of America), OPRTON203 - Entry Professional (EEO Job Group)