Middle Office Specialist

S&P Global Inc.; Manchester; On-site; GBP 40,000 - 60,000; Full time

Job summary

A global financial services company is seeking a Middle Office Analyst in Manchester. The role involves managing trade settlement client relationships and providing excellent customer service. The ideal candidate will have a BA or BS and knowledge of loans documentation, with strong initiative and teamwork skills. The position offers competitive benefits including health care, flexible downtime, and continuous learning opportunities.

Benefits

Health care coverage

Generous time off

Access to continuous learning resources

Competitive pay and retirement planning

Family friendly perks

Retail discounts

Qualifications

• Experience with daily loan transactions.
• Must be able to perform job duties accurately and timely.
• Must adhere to deadlines and targets given.

Responsibilities

• Manage client portfolio(s)/Agency trades in loan Trade Settlement.
• Communicate proactively and effectively with clients.
• Review trade documentation for discrepancies prior to settlement.

Skills

Knowledge of par and distressed loans

Strong customer service skills

Ability to read and interpret credit agreements

Teamwork

Education

BA or BS or equal work experience

Tools

ClearPar

TSI

Markit WSO

Job description

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
• Coordinate 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‑ systems
• Follow up on outstanding trades and keep current comments updated
• Deliver closing packets to custodians and clients before the stated deadlines

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.

Qualifications

• 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

Advancing Essential Intelligence.

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.