Syndicated Loans Operations Associate

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

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.