Syndicated Loans Agency Operations Associate

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

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