Senior Analyst, Specialized Account Services

Role Overview

• You will be part of a dynamic team responsible for all client-facing operations-related items, data research, and processing functions on the WSO Specialized Account Services team, which primarily supports WSO users and their loan processing needs.
• As a Specialized Account Services Sr. Analyst, you are expected to support our clients and the business by orchestrating workflow and prompt resolution between internal and external teams.
• This includes data reconciliation and validation of trades and positions to ensure syndicated facility data integrity.
• Audit and correct any accounts that are material to the fund and/or flagged via a tolerance check for critical reporting needs.
• Support the month-end and quarter-end close process by ensuring timely and accurate operational processing and completion of critical audits.
• Reconcile various accounts and promptly research and correct any variances.
• Monitor and resolve aged exceptions across accounts, partnering with multiple internal and external parties.
• Assist in the opening and structuring of fund onboarding, ensuring all standard operating procedures are followed.
• Additional tasks include but are not limited to: Accurately reviewing and maintaining asset and contract data.
• Overseeing new deal creation and ensuring data point accuracy.
• Processing amendments, investigating discrepancies, and resolving issues.
• Monitoring and resolving exceptions.
• Performing additional syndicated loan maintenance.
• Coaching and assisting other analysts and leadership as needed.
• Maintaining strict adherence to processing deadlines, quality-controlled operational processes, and LSTA/LMA/Private Deals/Middle Market standards for loan transactions and/or trades.
• Proactively identify internal and external processing and system-related issues.
• Collaborate with internal partners and management on resolution plans and escalations.
• Lead research and projects on cross-product integrations and workflow enhancements to support client business requirements and strategic growth.
• This includes direct client engagement, project management, and presentation coordination.
• Capture and channel user feedback through effective communication and listening.
• Partner with leaders, peers, product associates, sales, and relationship managers on projects to improve products and services.
• Support team members with daily project management, data validation, and data deliverables as needed.
• Be willing to cross-train with neighboring divisions to provide an agile workforce capable of handling issues and engaging with joint clients.

Requirements

• 4 – 6 years’ experience within financial services in the syndicated loan industry
• Must be able to handle stressful customer situations with patience and poise
• Ability to organize and prioritize complex issues and projects to completion
• Flexible to work in APAC / EMEA hours
• Ability to think laterally, provide proper issue analyses, and question current processes
• Ability to provide guidance and clarification to support team deliverables
• Performs work effectively under little to no guidance
• Positive, proactive attitude and ability to work well in teams
• Exceptional skills in listening to clients, articulating ideas and complex information in a clear and concise manner
• Proven record of maintaining strong relationships with senior members of client organizations, addressing their needs, and maintaining a high level of client satisfaction
• Can resolve issues that are often varied and non-routine
• Additional Preferred Qualifications: WSO and/or Loan IQ experience
• Substantial syndicated loan knowledge
• Strong MS office (Word, Excel, PowerPoint) skills
• Data research and analytics

Benefits

• 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.