Specialized Account Services, Sr. Analyst
S&P Global
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Job summary
S&P Global is seeking a Specialized Account Services Sr. Analyst in Manchester to support WSO clients. You will manage complex loan operations, drive data integrity, and ensure excellent client experiences across interactions.
You will interact with leaders and peers to capture feedback and drive product and workflow improvements while contributing to projects that enhance service delivery in a fast-paced financial services environment.
Qualifications
- Bachelor's degree in Finance, Economics, Business, or related field.
- 2–4 years of syndicated loan industry experience with knowledge of processing standards.
- Advanced proficiency in Excel and Word for financial data management.
- Proven ability to manage client relationships at senior levels.
- Strong written and spoken English skills.
Responsibilities
- Manage client-facing loan operations with asset and contract data.
- Process new deal creations, amendments, and syndicated loan transactions.
- Investigate data discrepancies and coordinate with internal teams for resolution.
- Monitor deadlines and ensure end-to-end data integrity across trades.
- Act as SME for WSO products and participate in client meetings.
- Lead cross-product research and present improvement initiatives.
Skills
Education
Tools
Job description
The Global Special Services Team sits within S&P Global's Solutions Operations division, supporting clients of WSO (Wall Street Office) — our market-leading platform for active asset management, deal administration, and syndicated loan operations. WSO delivers real‑time portfolio and reporting insights, cash and position‑level transparency, and accurate P&L reporting to some of the world's most sophisticated alternative asset managers, available as both a hosted software solution and a fully outsourced managed service.
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The Global Special Services Team sits within S&P Global's Solutions Operations division, supporting clients of WSO (Wall Street Office) — our market-leading platform for active asset management, deal administration, and syndicated loan operations. WSO delivers real‑time portfolio and reporting insights, cash and position‑level transparency, and accurate P&L reporting to some of the world's most sophisticated alternative asset managers, available as both a hosted software solution and a fully outsourced managed service.
You will join a dynamic, client‑facing team where every day brings meaningful exposure to the syndicated loan market, SaaS technology, and the operational workflows that underpin global financial markets, with direct interaction with clients across all levels of seniority from your very first week.
As Specialized Account Services Sr. Analyst, you will be a critical point of contact for WSO clients — managing complex loan operations, driving data integrity, and ensuring an exceptional client experience across every interaction:
- Manage client‑facing loan operations — accurately reviewing and maintaining asset and contract data, processing new deal creations, amendments, and syndicated loan transactions in full compliance with LSTA, LMA, Private Deals, and Middle Market standards.
- Investigate and resolve data discrepancies — proactively identifying processing anomalies and system‑related issues, partnering with internal teams to implement effective resolution plans and appropriate escalations.
- Monitor and action operational exceptions — maintaining strict adherence to processing deadlines and quality‑controlled workflows across trades, positions, and syndicated facility data to uphold end‑to‑end data integrity.
- Serve as a subject matter expert for WSO products and Solutions service offerings — participating in internal and external client meetings to analyse operational needs and deliver actionable recommendations on product usage and workflow optimisation.
- Lead cross‑product research and enhancement projects — contributing to integration initiatives, process improvement programmes, and client‑facing presentations that support clients' strategic business requirements and growth objectives.
- Collaborate across internal teams — partnering with leaders, peers, product associates, sales, and relationship managers to capture and channel client feedback, drive continuous product improvement, and maintain a consistently high standard of service delivery.
- Bachelor's degree in Finance, Economics, Business, or a related discipline
- 2–4 years of experience within the syndicated loan industry, with practical knowledge of loan transaction processing under LSTA, LMA, or equivalent market standards
- Advanced proficiency in Microsoft Excel and Word, with demonstrated application to financial data management, reconciliation, or operational workflows
- Proven track record of managing client relationships at senior levels, with demonstrable experience resolving complex operational issues and maintaining high client satisfaction scores
- Strong written and spoken English language skills, with demonstrated ability to communicate complex financial or operational information clearly and concisely to varied internal and external audiences
- Direct hands‑on experience using WSO (Wall Street Office) and/or Loan IQ systems in a production environment
- Experience processing syndicated loan transactions, including amendments, reconciliations, and trade settlements
- Proficiency in Microsoft PowerPoint, with experience preparing client‑facing presentations or project coordination materials
- Experience in data research and analytics within a financial data, operations, or asset management context
- Exposure to SaaS‑based financial operations platforms or hosted software environments within financial services
Employees are required to work from the office a minimum of two days per week.
We require all 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.
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.
Advancing Essential Intelligence.
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.
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.
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.
- 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
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.
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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)
Job ID: 332462
Posted On: 2026-11-10
Location: Manchester, Manchester, United Kingdom
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