Associate, Syndicated Loans Agency Operations

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

Benefits offered by this job

Health & Wellness

Flexible Time Off

Continuous Learning

Retirement planning

Family perks

Job summary

S&P Global is seeking an Operations Associate for the Agent Services team in Dallas. You will manage syndicated loan lifecycle events, communicate with clients, borrowers and lenders, and support cross-functional initiatives to grow the Agent Services offering.

The role requires strong client relationships, financial analysis, and attention to detail, with a base salary in the stated range and eligibility for an annual incentive plan.

Qualifications

• Experience in a client-facing role delivering exceptional service.
• Strong written and verbal communication with cross-functional teams.
• Ability to manage multiple priorities while supporting team objectives.
• Demonstrated ability to evaluate existing processes and implement improvements.

Responsibilities

• Execute the operational requirements to manage lifecycle events of syndicated loans.
• Interpret underlying legal documents to ensure compliance with terms.
• Answer client, borrower and lender queries in a timely manner.
• 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 extend Agent Services.

Skills

Client-facing

Communication

Analytical thinking

Process improvement

Education

Bachelor's degree in Finance/Accounting/Business/Economics

Tools

Microsoft Excel

Pivot Tables

WSO

iLEVEL

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

Compensation/Benefits Information

• 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

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.

Required Qualifications

What We’re Looking For

• 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.

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

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.

US Candidates Only: Know Your Rights: Workplace discrimination is illegal

OPRTON203 - Entry Professional (EEO Job Group)

Location: Dallas, Texas, United States