WSO Specialized Account Services, Analyst

spgi; Gurugram District; On-site; INR 450,000 - 750,000; Full time

Job summary

SPGI, Gurugram, seeks a Specialized Account Services Analyst to support client-facing operations on the Global Special Services Team. You will oversee data research, processing, and reconciliation for syndicated loans, working with internal and external clients across seniority levels.

You will learn finance, syndicated loan markets, and SAAS workflows while ensuring data integrity and timely processing. The role offers growth within a dynamic financial services environment at SPGI.

Qualifications

• Bachelor's Degree or equivalent work experience.
• 0-2 years of work experience in syndicated loan industry, Loan IQ, or WSO systems.
• US shift
• Ability to handle stressful customer situations with patience and poise
• Organize and prioritize complex issues and projects to completion
• Ability to work with internet-based applications
• Ability to think laterally and analyze issues
• Eager to learn with strong analytical and problem-solving abilities
• Proficient PC skills, especially in Word and Excel
• Strong process improvement skills
• Positive, proactive attitude and ability to work well in teams
• Fluent English speaking, reading, and writing abilities
• Excellent listening and client communication skills

Responsibilities

• Support client-facing operations, data research, and processing on the Special Services Team.
• Interact daily with clients of varying seniority.
• Data reconciliation and validation of trades and positions for syndicated facility data integrity.
• Review and maintain asset and contract data.
• Process amendments and investigate discrepancies.
• Monitor and action exceptions.
• Lead cross-product integrations and workflow enhancements.
• Join client meetings to analyze needs and recommend operational flows.
• Coordinate with leaders, product teams, sales, and relationship managers.
• Cross-train with neighboring divisions as needed.

Skills

Fluent English

Analytical skills

Excel & Word

Team player

Stress management

Education

Bachelor's degree

Tools

Loan IQ

WSO systems

Job description

About the Role:

Grade Level (for internal use): 07 About the Role:

The Team:

The solutions Operations division is seeking a professional with excellent interpersonal communication, organization, and time management skills to join our Global Special Services Team. S&P's WSO (Wall Street Office) provides real-time access to our client's portfolio and reporting insights for active asset management and deal administration, trading activities, cash and position level transparency and accurate P&L reporting. Underpinned by our WSO Administrator and WSO Agent product suites, WSO supports complex aspects of alternatives asset management in a scalable solution that increases operational efficiency while reducing risk. Our solutions are available as a hosted software or a fully outsourced managed service.

Responsibilities and Impact:

You will work within a dynamic team, responsible for all client-facing operations-related items, data research, and processing functions on the Special Services Team which primarily supports WSO users and their loan processing needs. In this position, you will gain exposure to an exciting financial market and interact daily with our clients of varying levels of seniority. This is an exciting opportunity to learn about finance, banking, the syndicated loan market, and Software as a Service (SAAS) technology.

As a Specialized Account Services Analyst, you are expected to support our clients and the business orchestrating workflow and prompt resolution between internal and external teams. This includes dealing with data reconciliation and validation of trades and positions to ensure syndicated facility data integrity. These tasks include but are not limited to:

• Accurately reviewing and maintaining asset and contract data
• Hand-holding new deal creation and data point accuracy
• Processing amendments, investigating discrepancies, and processing
• Monitoring and actioning exceptions
• Additional syndication loan maintenance
• Strict adherence to processing deadlines, quality-controlled operational processes, and LSTA/LMA/Private Deals/Middle Market standards for processing loan transactions and/or trades.
• Data Management and Controls Review source documents and files ensuring information is complete prior to entry into database
• Updating and entering records with a high degree of accuracy ensuring compliance with business procedures
• Verifying completeness, accuracy and consistency of information by conducting quality assurance audits identifying missing, incorrect, or conflicting information while ensuring any inconsistencies are corrected in an expedited manner
• Support reoccurring audits and compliance checks of multi-database records
• You will be responsible for proactively identifying internal and external processing and system-related issues effectively. This will also require the ability to work seamlessly with internal partners and management on resolution plans and/or additional escalations.
• Lead research and projects on cross-product integrations, and workflow enhancement to support the client's business requirements and strategic growth. This includes direct client engagement, project management, and presentation coordination where necessary.
• Serve as subject matter expert for all Solutions products and service offerings, able to join internal and external client meetings or calls to analyze client needs and make recommendations on operational flows and product usage. Contribute presentation materials where necessary.
• Your ability to capture and channel user feedback through proper communication and listening skills is imperative. You will be required to partner with leaders, peers, product associates, sales, and relationship managers on required projects to service our clients and facilitate the continuous improvement of our products and services.
• Aid all team members with daily project management, data validation, and data deliverables as needed.
• You should be willing to cross-train with neighboring divisions of the firm to provide an agile workforce capable of handling issues and engaging with joint clients.

What We're Looking For:

Basic Required Qualifications:

• Bachelor's Degree or equivalent work experience
• 0 - 2 years of work experience within the syndicated loan industry, Loan IQ, or WSO systems
• Work US shift
• Must be able to handle stressful customer situations with patience and poise
• Ability to organize and prioritize complex issues and projects to completion
• Able to demonstrate knowledge and experience in working with internet-based applications
• Ability to think laterally, provide proper issue analyses, and question current processes
• Eager to learn with strong analytical and problem-solving abilities
• Proficient PC skills, especially in Microsoft Word and Excel
• Strong process improvement skills
• Positive, proactive attitude and ability to work well in teams
• Fluent English speaking, reading, and writing abilities
• Exceptional skills in listening to clients, articulating ideas and co