Compliance Services Lead Analyst

S&P Global, Inc.; Manchester; On-site; GBP 40,000 - 80,000; Full time

Job summary

Join a forward-thinking company as a Compliance Services Lead Analyst, where you'll play a pivotal role in supporting client funds and enhancing service offerings. This position offers the chance to work closely with clients and trustees, ensuring satisfaction while managing complex transaction deliverables. You'll leverage your expertise in Collateralized Loan Obligations and financial services to drive growth and innovation within the team. With opportunities for career advancement and collaboration across various business lines, this role is perfect for those looking to make a significant impact in a dynamic environment. If you're passionate about compliance and client relations, this is the opportunity for you.

Benefits

Career growth opportunities

Direct exposure to clients

Collaborative team environment

Qualifications

• 5+ years in financial services with extensive CLO knowledge.
• Ability to calculate portfolio statistics for reporting.

Responsibilities

• Manage transaction deliverables and investor reports.
• Interpret trust indentures and create report specifications.
• Serve as point of contact for clients and trustees.

Skills

Collateralized Loan Obligations (CLOs)

Financial Services Industry Experience

Waterfall Projections

Microsoft Office Products

Interpersonal Communication

Strategic Thinking

Customer Relations

Education

BA or BS in Accounting/Finance

Tools

Wall Street Office Product Suite

Job description

About the Role:

Grade Level (for internal use): 09

Compliance Services Lead Analyst

The Team: S&P is seeking an experienced and motivated CLO Compliance Services Specialist to support the growth within the EMEA Compliance Services group. The individual will be responsible for designated client funds covered by the Compliance Services outsourcing platform, working together with a team of associates and partnering with other S&P Global business lines around client resolution and satisfaction.

The Impact: The Compliance Services platform is experiencing significant organic growth in business from existing clients and targeting to bring on additional business from new sales together with offering new service lines to our existing and new client base. Given the specialized aspect to the service subject matter knowledge on WSO data processing and CLOs is critical to delivering premium support.

What’s in it for you:

• Career growth opportunities from working in an expanding service group.
• Direct exposure to and interaction with trustee and clients.
• Opportunity to partner with other S&P Markit Intelligence business lines to drive client resolution and satisfaction.
• Opportunity to partner with different teams to onboard new service lines within the CLO Compliance Service offering.

Responsibilities:

• Responsible for ongoing transaction deliverables including Waterfalls and Investor Reports.
• Read, review and interpret trust indentures with regard to reporting requirements and create technical report specifications from indenture language.
• Set up payment calculations in a variety of in-house systems.
• Receive, map and reconcile periodic collateral data.
• Assist the team with general queries, system and client issues sharing expert knowledge.
• Review cash collection, payment, and reserve accounts to ensure activity and transactions are processed properly.
• Manage inquiries regarding collateral attributes and transactions, facilitate the workflow and timely resolution between internal groups.
• Become the day-to-day point of contact for both clients and trustees.
• Complete special projects as assigned.

What We’re Looking For:

• BA or BS or equivalent experience
• Accounting / Finance Major preferred
• 5+ years of experience in the financial services industry
• Extensive knowledge of Collateralized Loan Obligations (CLOs)
• Ability to calculate various portfolio statistics, ratios and thresholds for use in periodic reporting
• Ability to identify and effectively resolve exceptions and to interpret data
• Experience in running Waterfall projections
• Experience with Wall Street Office Product Suite – preferred
• Strong PC skills – Microsoft Office Products
• Effective interpersonal, verbal and written communication skills
• Market awareness
• Documentation review skills
• Strategic thinking
• Customer relations 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.

Inclusive Hiring and Opportunity at S&P Global: At S&P Global, we are committed to fostering an inclusive workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and equal opportunity, ensuring that we attract and retain top talent.

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.