Associate, Syndicated Loans Agency Operations

S&P Global, Inc.; Dallas (TX); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Health & Wellness

Flexible Downtime

Continuous Learning

Invest in Your Future

Family Friendly Perks

Beyond the Basics

Job summary

S&P Global Market Intelligence is seeking an Operations Associate for the Agent Services team to administer lending portfolios and lifecycle events. You will interact with clients, borrowers and lenders, ensuring compliance with loan terms and accurate financial calculations.

You will collaborate across lines of business to drive progress of the regional operating model and support the global client base, while maintaining strong relationship management and data analysis skills.

Qualifications

• Experience in a client-facing role delivering excellent service.
• Strong verbal and written communication with clients, senior management, and cross-functional teams.
• Analytical, organizational, and critical-thinking skills to manage multiple priorities.
• Ability to evaluate processes and implement operational improvements.

Responsibilities

• Execute operational requirements to manage lifecycle events of syndicated loans.
• Interpret underlying legal documents to ensure compliance with terms.
• Respond to client, borrower and lender queries promptly.
• Perform financial analysis of deals to ensure accruals and pricing accuracy.
• Manage outstanding work items in line with KPIs.
• Maintain high accuracy to minimize operational risk in the lending portfolio.
• Support projects and other initiatives to enhance the Agent Services product offering.

Skills

Client-facing experience

Verbal communication

Written communication

Analytical skills

Process improvement

Education

Bachelor's degree in Finance/Accounting/Business or related field

Tools

Excel Pivot Tables

WSO

iLEVEL

ClearPar

DebtDomain

Job description

About the Role

Grade Level (for internal use): 07

The Team

The Agent Services team performs as a Syndicated Loans Agency operations resource for our client base, performing all operational tasks to support both the borrower and lenders. Acting as an agent is a varied and highly visible role requiring accuracy and understanding of complex deal mechanics.

Impact and Responsibilities

The Impact: S&P Global is seeking a motivated Operations Associate to work within the Agent Services team to administer the lending portfolios for our client base. The individual will be responsible for the lifecycle events of the deals, communicating with our clients, their borrowers and the lending syndicate members. Additional responsibilities include partnering with other S&P Global business lines to drive continued progress of the regions to support the global operating model and local client base.

What's in it for you

• Opportunity to be involved in a rapidly growing business, with a varied and interesting role managing multiple stakeholders
• Having exposure to both the private and broadly syndicated sides of the lending market incorporating various financial instruments and lending structures
• Be a part of a dynamic business, interacting with clients across the industry
• Working for a global business focused on the personal growth and development of its employees

Responsibilities

• Executing the operational requirements to manage the lifecycle events of a syndicated loan
• Interpreting the underlying legal documents to ensure the deal and its members are managed in compliance with the terms
• Answering client, borrower and lender queries in a timely manner
• Financial analysis of deals to ensure accruals and pricing mechanics are correct
• Management of outstanding work items in line with expected Key Performance Indicators (KPI’s)
• Ensuring a high level of accuracy to minimize operational risk within the lending portfolio
• Supporting projects and other business initiatives to help further the Agent Services product offering

Compensation/Benefits Information

S&P Global states that the anticipated base salary range for this position is $50,000 to $65,000. 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.

What We're Looking For

Required Qualifications

• Experience in client-facing role with building and maintaining strong client relationships while delivering exceptional service.
• Verbal and written communication skills with the ability to effectively communicate with clients, senior management, and cross-functional teams.
• Analytical, organizational, and critical-thinking skills with the ability to manage multiple priorities while supporting team objectives and team members.
• Demonstrated ability to evaluate existing processes, identify opportunities for enhancement, and implement operational improvements.

Preferred Qualifications

• Familiarity with the syndicated loan trading process, including the review and interpretation of Assignment and Assumption Agreements.
• Demonstrated ability to perform and validate loan-related calculations, including interest, fees, payment amounts, and imputed rate calculations.
• Advanced Microsoft Excel proficiency, including the use of Pivot Tables for data analysis, reporting, and identifying trends or exceptions within large data sets.
• Understanding of financial ratio calculations and their application within credit agreements.
• Bachelor's degree in Finance, Accounting, Business, Economics, or a related field, or equivalent relevant experience.
• Experience with syndicated loan platforms and market tools such as S&P Market Intelligence products, including WSO, iLEVEL, ClearPar, and DebtDomain.
• Experience supporting agent-side syndicated loan operations.
• Strong working knowledge of credit agreements, interest and fee processing, borrowings, paydowns, amendments, cash management, and related loan administration activities.

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 Mission: Advancing Essential Intelligence.

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. Join us and help create the critical insights that truly make a difference.

Our Values: 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.

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.
• 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: Know Your Rights: Workplace discrimination is illegal.

OPRTON203 - Entry Professional (EEO Job Group)

S&P Global enables businesses, governments, and individuals with trusted data, expertise and technology to make decisions with conviction. We are Advancing Essential Intelligence through world-leading benchmarks, data, and insights that customers need in order to plan confidently, act decisively, and thrive in a rapidly changing global landscape. From helping our customers assess new investments across the capital and commodities markets to navigating the energy expansion, acceleration of artificial intelligence, and evolution of public and private markets, we enable the world's leading organizations to unlock opportunities, solve challenges, and plan for tomorrow – today.