Syndicated Loans Agency Operations Associate - Professional Development Opportunities

Department overview:

The Agent Services Team specializes in providing syndicated loan agents with administrative outsourcing services. Agent Services performs work on behalf of our global customer base to help facilitate the tracking of global and individual lender positions for multi-million dollar bank loans.

Position Summary:

The Agent Services Analyst is responsible for maintaining data in WSO Agent in a timely and accurate manner, and to provide excellent customer service and Administrative Agent services to our growing client base while adhering to strict deadlines and SLA requirements. The position offers exposure to external industry entities such as portfolio managers, custodians, agent banks, issuers, and lending entities.

Duties & accountabilities

• Analyse credit agreements and amendment documentation and other documentation as determined by deal
• Set up new Lenders, Borrowers, Bank Deals and Assets in WSO Agent - Maintain details; update administrative details information (wire instructions, contacts, etc.) in WSO Agent – including getting approvals from all Clients who have that Lender in their deals.
• Process Change Allocations based on documentation provided by client, review admin details and tax forms
• At client direction, enter all activity to maintain assets in WSO Agent
• Distribute payment notices
• On-boarding of new Agent clients
• QC other team members work
• Reporting – run and manipulate standard reports; create new reports; work with consulting team to scope custom reports
• Special projects, as needed
• Interaction with Web front end, MarkitClear, MEI’s and WSO Data

Education and Experience

• BA or BS in Accounting or Finance
• Commercial awareness and knowledge of par and distressed loans
• Knowledge of simple interest calculations
• Ability to read and interpret credit agreements.
• Experience with daily loan transactions
• Exposure to ClearPar/Markit WSO/Debtdomain systems a plus
• Knowledge of Syndicated Loans a plus

Personal competencies

• Excellent attention to detail
• Strong work ethic and organizational skills
• Takes initiative and ownership of job responsibilities
• Must be able to perform job duties accurately and timely
• Must adhere to deadlines and targets given
• Strong customer service skills
• Strong verbal and written communications skills
• Prepare various reports and metrics needed by internal management or special client requests
• Must be able to work well with others in a team environment
• Assist other WSO groups during quarter-end or other high-volume periods

Base salary ranges may vary by geographic location. This role is eligible to receive S&P Global benefits. For more information on the benefits, we provide to our employees, visit https://www.spgbenefitessentials.com/newhires.

About Company Statement:
S&P Global delivers essential intelligence that powers decision making. We provide the world’s leading organizations with the right data, connected technologies and expertise they need to move ahead. As part of our team, you’ll help solve complex challenges that equip businesses, governments and individuals with the knowledge to adapt to a changing economic landscape.
S&P Global Market Intelligence partners with customers to broaden their perspective and operate with confidence by bringing them leading data sources and technologies that embed insight in their daily work.

Additional Job Description

Additional Job Description

Personal impact

• Ability to multi task and adhere to deadlines
• Proficient PC skills (Excel, Word, Outlook)
• Communication - Excellent communications skills (verbal and written)
• Teamwork - Work well in a team environment