Middle Office Specialist

S&P Global; Manchester; On-site; GBP 40,000 - 55,000; Full time

Job summary

A leading financial services firm in Manchester seeks a Middle Office Analyst to manage trade settlements and oversee client relationships. The ideal candidate has a BA/BS or equivalent experience, strong customer service skills, and knowledge of par and distressed loans. This role provides exposure to industry entities and requires initiative and teamwork.

Benefits

Health care coverage

Generous time off

Continuing education program

Family friendly perks

Retail discounts

Qualifications

• Knowledge of trade fee calculations.
• Experience with daily loan transactions.
• Takes initiative and ownership of job responsibilities.

Responsibilities

• Manage client portfolio(s) in loan Trade Settlement.
• Coordinate with trade counterparties and legal counsel.
• Communicate effectively with clients.

Skills

Customer service skills

Ability to read and interpret credit agreements

Knowledge of par and distressed loans

Teamwork

Education

BA or BS or equal work experience

Tools

ClearPar

Markit WSO

Job description

About the Role

Grade Level (for internal use): 08

The Team

The Middle Office group takes on unique clients and projects that do not fit into the core business offering of WSO Services. This group is responsible for loan trade settlement.

What’s in it for you

The goal of a Middle Office Analyst is to oversee Trade Settlement client relationships. Provide excellent customer service and loan settlement services to our growing client base while adhering to strict deadlines and targets given. The position offers exposure to external industry entities such as portfolio managers, custodians, and agent banks.

Responsibilities

• Manage client portfolio(s)/Agency trades in our loan Trade Settlement outsourcing services
• Communicate proactively and effectively with clients
• Coordinate with trade counterparties to receive and review par and distressed trade documentation
• Coordination with legal counsel and follow-up, when needed, for distressed trades and participation
• Coordinate trade closings among clients, counterparties, and agents
• Review trade documentation, including trade confirms, assignment agreements, and funding memos for discrepancies prior to settlement including using third‑party systems
• Follow up on outstanding trades and keep current comments updated
• Deliver closing packets to custodians and clients before the stated deadlines
• Report client metrics and trends on a monthly basis

What We’re Looking For

• BA or BS or equal work experience
• Knowledge of par and distressed loans and the documentation
• Knowledge of trade fee calculations
• Ability to read and interpret credit agreements
• Experience with daily loan transactions
• Exposure to ClearPar/TSI/Markit WSO systems is a plus
• Takes initiative and ownership of job responsibilities
• Must be able to perform job duties accurately and timely
• Must adhere to deadlines and targets given
• Strong customer service skills
• Prepare various reports and metrics needed by internal management or special client requests
• Teamwork
• Assist other WSO groups during quarter‑end or other high‑volume periods

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, we are encouraging enthusiastic and talented returners to apply, and will actively support your return to the workplace.

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.

For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries

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: [e-mail] 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. Pay Transparency Nondiscrimination Provision - https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_English_formattedESQA508c.pdf