Activity Processing (Private Debt) Sr Specialist

S&P Global; Carnegie (Allegheny County); On-site; USD 51,000 - 80,000; Full time

Job summary

A leading company in financial services is seeking a Senior Specialist to join their Solutions Operations team. The ideal candidate will be responsible for processing daily activities for various asset types and addressing inquiries promptly. Candidates should have a minimum of 2 years of experience in the financial industry, showcasing strong communication and analytical skills. This role offers competitive salary benefits and growth opportunities within a supportive and challenging environment.

Benefits

Health Care Coverage

Flexible Downtime

Continuous Learning Opportunities

Retirement Planning

Family Friendly Perks

Qualifications

• 2+ years of work experience in the financial and/or syndicated loan industry required.
• Private debt experience required.
• Client services experience with strong listening skills.

Responsibilities

• Process daily activities for all asset types efficiently.
• Investigation of discrepancies and requests handling.
• Complete special projects as assigned.

Skills

Communication

Organization

Time Management

Problem-Solving

Analytical Skills

Tools

Microsoft Word

Microsoft Excel

Job description

Activity Processing (Private Debt) Sr Specialist

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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.

About The Role

Grade Level (for internal use):

09

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

This position requires a flexible individual who is analytical and possesses strong communication skills. The position involves dealing with various levels of management, both internal to S&P Global as well as external clients to the firm. The successful candidate must be organized, capable of addressing inquiries on a timely manner, and also possess acute problem-solving skills.

• Responsible for efficient and accurate processing of daily activities for all asset types (Loans, Bonds, ABS, Equities, CDS)
• Investigate discrepancies by reviewing source documentation and faxes from the agent bank
• Review system-generated reports to ensure proper monitoring of the facilities and handle exception items
• Interact with appropriate individuals/entities to gather all pertinent information/details in order to reflect date accurately in the system
• Handle requests from different departments/clients within an hour turnaround
• Complete special projects as assigned
  
  

Compensation/Benefits Information

S&P Global states that the anticipated base salary range for this position is $51,289.00 to $80,000.00. Final base salary for this role will be based on the individual’s geographic location, as well as experience level, skill set, training, licenses and certifications. In addition to base compensation, this role is eligible for an annual incentive plan. This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here.

What We’re Looking For

Basic Required Qualifications:

• 2+ years of work experience within the financial and/or syndicated loan industry
• Private debt and broadly syndicated loan processing experience
• Goal and action orientated, with ability to organize, multi-task and prioritize in a fast-paced environment
• Must be able to handle stressful customer situations with patience and poise
• Eager to learn with strong analytical and problem-solving abilities
• Proficient PC skills, especially in Microsoft Word and Excel
• Positive, proactive attitude and ability to work well in teams
• Client services experience with exceptional skills in listening to clients, articulating ideas and complex information in a clear and concise manner
• Ability to manage projects independently when required
  
  

Additional Preferred Qualifications

• WSO and/or LoanIQ processing experience
• Strong process improvement skills
• Syndicated loan specific cash reconciliation and/or position reconciliation
  
  

Right To Work Requirements

This role is limited to persons with indefinite right to work in the United States.

About S&P Global Market Intelligence

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.

What’s In It For You?

Our Purpose

Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology–the right combination can unlock possibility and change the world.

Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence, pinpointing risks and opening possibilities. We Accelerate Progress.

Our People

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. We’re constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.

Our Values

Integrity, Discovery, Partnership

At S&P Global, we focus on Powering Global Markets. 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.

Benefits

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.

Our Benefits Include

• 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

Global Hiring And Opportunity At S&P Global

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.

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] 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.pdfdescribes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

20 - Professional (EEO-2 Job Categories-United States of America), OPRTON202.1 - Middle Professional Tier I (EEO Job Group)

Job ID: 316576

Posted On: 2025-06-03

Location: Dallas, Texas, United States

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

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