WSO Specialized Account Services- Analyst

S&P Global Market Intelligence; Gurugram District; On-site; INR 600,000 - 900,000; Full time

Job summary

S&P Global Market Intelligence is seeking a Specialist Account Services Analyst to support our Global Special Services Team. The role involves coordinating workflow between internal and external teams, reconciling data, and ensuring data integrity for syndicated loans and related transactions.

You will review asset and contract data, assist with new deal creation, handle amendments, and monitor exceptions. Strong communication, client service orientation, and problem-solving abilities are

Qualifications

• 1–3 years of work experience within the financial and/or syndicated loan industry.
• Working hours: US shift.
• Fluent English speaking, reading, and writing abilities.

Responsibilities

• Support clients and coordinate workflow between internal and external teams to ensure timely resolution.
• Review and maintain asset and contract data with high accuracy.
• Process amendments, investigate discrepancies, and handle processing tasks.
• Monitor and act on exceptions; perform data validation and quality checks.
• Lead research and projects on cross‑product integrations and workflow enhancements.
• Serve as SME for Solutions products and contribute to client meetings and presentations.
• Provide daily project management and data deliverables support, and cross‑train with nearby divisions.

Skills

Interpersonal communication

Time management

Organizational skills

English fluency

Problem solving

Client management

Syndicated loan knowledge

Data reconciliation

Financial industry basics

Tools

MS Office

Loan IQ

Job description

Job Summary

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. SPs WSO (Wall Street Office) provides real-time access to our clients portfolio and reporting insights for active asset management and deal administration, trading activities, cash and position level transparency and accurate PL 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

• 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 clients 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:

• 1 - 3 years of work experience within the financial and/or syndicated loan industry
• Working hours: 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 complex information in a clear and concise manner
• Proven record of maintaining strong relationships with senior members of client organizations, addressing their needs, and maintaining a high level of client satisfaction
• Goal and action-orientated, with the ability to organize, multi-task, and prioritize in a fast-paced environment
• Ability to manage projects independently when required

Additional Preferred Qualifications:

• WSO and/or Loan IQ Experience
• Customer service experience from any field is a plus!
• Syndicated loan experience is a big plus!
• Strong MS office (Word, Excel, PowerPoint) skills
• Data research and analytics