Outsourcing Delivery Analyst

S&P Global; United States; Remote; USD 48,000 - 65,000; Full time

Job summary

Join a forward-thinking company as a Compliance Analyst, where you'll manage client inquiries and deliverables while collaborating with various business lines. This role offers the opportunity to work with external industry entities, ensuring client satisfaction through effective communication and problem-solving. Your analytical skills will be key in reconciling data and monitoring transactions. With a commitment to diversity and continuous learning, this innovative firm provides a supportive environment and comprehensive benefits to help you thrive in your career.

Benefits

Health & Wellness

Flexible Time Off

Learning Resources

Financial Security

Family Perks

Additional Perks

Qualifications

• 1-2 years of experience in financial services required.
• Strong analytical and problem-solving skills are essential.

Responsibilities

• Manage daily deliverables to clients, primarily capital management firms.
• Perform routine reconciliation of key data points and research variances.
• Collaborate with compliance programmers on model updates.

Skills

Client service experience

Financial services experience

Strong communication skills

Organized and detail-oriented

Analytical skills

Problem-solving skills

Team collaboration mindset

Microsoft Excel

Tools

Wall Street Office Suite

Job description

About the Role:

Our Compliance Services team is seeking an experienced and motivated Analyst to facilitate daily management of client coverage and deliverables. The individual will be responsible for managing client inquiries and support related to the outsourcing platform. The role offers exposure to external industry entities such as portfolio managers and trustees/custodians. It involves partnering with other S&P business lines to drive a client-focused agenda and satisfaction.

Responsibilities and Impact:

1. Generate and manage daily deliverables to clients, primarily capital management firms.
2. Perform routine reconciliation of key data points with trustees and research variances.
3. Review compliance test results on monthly trustee reports and research variances.
4. Monitor cash collection, payment, and reserve accounts to ensure proper processing.
5. Manage inquiries regarding collateral attributes and transactions, facilitating workflow and resolution.
6. Collaborate with WSO Compliance programmers on model updates and test calculations.
7. Complete assigned special projects.

Compensation/Benefits:

The anticipated base salary range is $48,200 to $65,000, depending on location, experience, skills, and certifications. The role is also eligible for an annual incentive plan and additional benefits. More details are available here.

What We’re Looking For:

Basic Required Qualifications:

• Client service experience
• 1-2 years in financial services
• Strong communication skills
• Organized and detail-oriented
• Analytical and problem-solving skills
• Team collaboration mindset
• Microsoft Excel experience

Additional Preferred Qualifications:

• Experience in high-yield or leveraged loans
• Experience with Wall Street Office Suite (preferred)
• CLO experience

Right to Work:

This role requires indefinite right to work in the US.

About S&P Global Market Intelligence:

We deliver deep insights and data solutions to help clients make confident decisions. Visit www.spglobal.com/marketintelligence for more information.

What’s In It For You?

Our purpose is to catalyze progress through information, technology, and people. We are committed to a diverse and inclusive workplace, offering comprehensive benefits, continuous learning opportunities, and a supportive environment.

Our Values:

Integrity, Discovery, Partnership

Benefits:

• Health & Wellness
• Flexible Time Off
• Learning Resources
• Financial Security
• Family Perks
• Additional Perks

More benefits details at https://spgbenefits.com/benefit-summaries.

Global Opportunities:

We promote fairness, transparency, and merit in hiring, valuing diverse perspectives to foster innovation.

Equal Opportunity Employer

S&P Global is committed to equal opportunity and considers all qualified candidates without discrimination. For accommodations, contact [e-mail].