Grade Level (for internal use):
13The Team:
The Solutions Operations division is seeking a professional with strong interpersonal, organizational, and time management skills to join our Global Special Services Team.
S&P’s WSO (Wall Street Office) platform provides real-time access to portfolio and reporting insights for active asset management, deal administration, trading activities, cash and position transparency, and accurate P&L reporting. Supported by the WSO Administrator and WSO Agent product suites, WSO enables firms to manage complex alternative asset operations through a scalable solution that improves efficiency and reduces risk. Solutions are available as either hosted software or a fully outsourced managed service.
Responsibilities and Impact:
The Director will lead a dynamic team responsible for client-facing operations, data research, and processing functions within the Specialized Account Services Team, which primarily supports WSO users and their loan processing needs.
In this role, you will gain exposure to the syndicated loan market and broader financial services industry while interacting daily with clients across varying levels of seniority. This is an excellent opportunity to deepen your knowledge of finance, banking, syndicated loans, and Software-as-a-Service (SaaS) technology.
As a Director, you will support clients and internal stakeholders by coordinating workflows and driving timely issue resolution across teams. Key responsibilities include data reconciliation and validation of trades and positions to maintain syndicated facility data integrity, including:
• Reviewing and maintaining asset and contract data
• Supporting new deal creation and ensuring data accuracy
• Processing amendments and investigating discrepancies
• Monitoring and resolving exceptions
• Performing additional syndicated loan maintenance activities
• Maintaining strict adherence to processing deadlines, quality-controlled operational procedures, and LSTA, LMA, Private Deal, and Middle Market standards
You will proactively identify and address internal and external processing and system-related issues, working closely with internal partners and leadership to develop resolution plans and manage escalations when necessary.
The role also involves leading research initiatives and projects focused on cross-product integrations and workflow enhancements that support client business requirements and strategic growth. Responsibilities include direct client engagement, project management, and presentation coordination.
As a subject matter expert for Solutions products and services, you will participate in internal and external client meetings to assess business needs, recommend operational workflows, and advise on product usage. You may also contribute to the development of presentation materials.
Strong communication and listening skills are essential. You will be expected to gather and communicate user feedback effectively while partnering with leaders, peers, product teams, sales teams, and relationship managers to support client needs and drive continuous improvement across products and services.
Additional responsibilities include:
• Assisting team members with project management, data validation, and deliverables
• Cross-training with neighboring divisions to support a flexible workforce capable of addressing shared client needs and operational challenges
Compensation/Benefits Information
S&P Global states that the anticipated base salary range for this position is up to $155,000. Final base salary will be based on the individual’s geographic location, 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 eligible to receive additional S&P Global benefits..
What We’re Looking For:
• Positive, proactive attitude and the ability to work effectively in a team environment
• Strong English communication skills, including speaking, reading, and writing
• Ability to listen actively and communicate complex information clearly and concisely
• Proven success building relationships with senior client stakeholders and maintaining high levels of client satisfaction
• Strong organizational skills with the ability to prioritize and multitask in a fast-paced environment
• Ability to manage projects independently
• Customer service experience is a plus
• Syndicated loan experience is highly desirable
Basic Qualifications:
• Ability to manage challenging customer situations with professionalism and composure
• Strong organizational and prioritization skills
• Experience working with internet-based applications
• Ability to analyze issues, challenge existing processes, and identify improvements
• Strong analytical and problem-solving skills
• Proficiency in Microsoft Word and Excel
• Demonstrated process improvement capabilities
Preferred Qualifications:
• Bachelor’s degree in Finance, Economics, or a related field preferred
• 16+ years of professional experience, including 8–10 years in the syndicated loan industry preferred
• Candidates with strong interest in client management or operations may also be considered
• Advanced Microsoft Office skills, including Word, Excel, and PowerPoint
• Experience with Power BI and/or Tableau
Right to Work Requirements:
This role is limited to individuals with an indefinite right to work in the United States.
Flexible Working:
We value agility and diversity and welcome requests for flexible working arrangements. For most roles, flexible hours and/or remote work options may be available. We encourage candidates to discuss preferred arrangements during the interview process, and we will make every effort to accommodate them where possible.
Return to Work:
Have you taken time away from the workforce for caregiving responsibilities and are now looking to return? As part of our Return to Work initiative, we encourage talented and motivated returners to apply and will actively support their transition back into the workplace.
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.
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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
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BSMGMT201 - Senior Professional (EEO Job Group), BSMGMT202.1 - Middle Professional Tier I (EEO Job Group), BSMGMT202.2 - Middle Professional Tier II (EEO Job Group)