Associate, Syndicated Loans Agency Operations

spgi; Dallas (TX); On-site; USD 50,000 - 65,000; Full time

Job summary

S&P Global Market Intelligence's Agent Services team administers syndicated loans, handling lifecycle events and coordinating with borrowers, lenders, and syndicate members. The Operations Associate will interpret loan documents, ensure compliance with terms, answer client inquiries promptly, and perform financial analyses to validate accruals and pricing.

This role offers exposure to a fast-growing area, opportunities across private and syndicated loan markets, and collaboration across global

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.

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

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 ha