Senior Team Lead, Operations - Loan Reference Data

$61,846 - $110,130/Yr

S&P Consultants - Boston, MA

Full-time - Mid Level

Boston, MA

10,001+ employees

Professional, Scientific, and Technical Services

About the position

The Senior Team Lead, Operations for Loan Reference Data at S&P Global is a pivotal role that serves as a liaison between various internal and external clients, focusing on the provision and management of loan data. This position is integral to the Loan Reference Data (LRD) Operations team, which is responsible for analyzing, handling, and organizing all aspects of initial data deal setup. The successful candidate will oversee day-to-day operations, ensuring the smooth delivery of data while enhancing existing practices and exploring alternatives to improve efficiency. The role requires collaboration with colleagues across multiple global locations, including Gurgaon, Noida, Dallas, New York, Manchester, London, and Kuala Lumpur. In this role, the Senior Team Lead will be tasked with acquiring comprehensive knowledge of all LRD processes and functions. They will lead and motivate their team to generate innovative ideas and create efficiencies, while also creating weekly dashboards to track the team's performance metrics. The candidate will provide in-depth analysis to management regarding any shortcomings in meeting internal and external service level agreements (SLAs), along with proposing remediation plans to address these issues. Additionally, the role involves organizing and presenting key performance indicators (KPIs) and key risk indicators (KRIs) to both management and senior management. The Senior Team Lead will monitor response times across the team using FreshDesk, ensuring that client obligations are met promptly. Regular check-ins with team members will be conducted to foster knowledge sharing and accountability. The candidate will also assist team members with their day-to-day workflows, assess their abilities, and create tailored training plans. Furthermore, the role includes monitoring special projects, conducting quality assurance checks on credit data, and analyzing various aspects of new deal closings, credit agreements, amendments, and restructures. The Senior Team Lead will also be responsible for processing data, managing exceptions, creating new assets, and interacting with clients to ensure the accuracy of referential data.

Responsibilities

• Acquire knowledge of all LRD processes and functions
• Lead and motivate the team to generate new ideas and create efficiencies
• Create weekly dashboards to review and track progress on the team's metrics
• Provide in-depth analysis to management where the team fell short on internal/external SLA's, along with proposed remediation plans to correct going forward
• Organize, construct and present key performance indicators (KPI) and key risk indicators (KRI) to management and senior management
• Monitor FreshDesk (mail flow system) response times across the team to ensure client obligations are being met on time
• Conduct weekly check ins with the team to share knowledge and create accountability
• Ability to work closely with internal teams to review and enhance processes
• Assist team members on questions they have on their day-to-day workflows
• Assess team members abilities and create training plans
• Monitor and track special projects assigned to team members
• Provide quality assurance checks on credit data
• Analyze all aspects of the new deal closing, credit agreements, amendments, and restructures
• Process data, manage exceptions, creation of new assets, and interact with clients
• Provide written emails to management with the audit findings and trend analysis
• Create new loans in S&P Global WSOData and set up current contracts and amortization schedules
• Create new assets in S&P Global WSOWeb (Bonds, CDS, ABS, Equities)
• Review and recommend changes to policies and procedures to improve data and auditing
• Maintain documentation library by requesting and updating documents
• Manage all loan identifiers
• Perform ad hoc reporting, analysis, and investigate issues providing explanations and interpretation
• Protect the business through documentation, policies and procedures, metrics, and data validations
• Interact with appropriate individual/entities to gather all pertinent information to reflect the accuracy of the referential data
• Additional Ad hoc responsibilities within the team

Requirements

• Graduate degree/ Post Graduate or equivalent in Finance, Economics or Business preferred but not required
• Coaching mentality to build into team members to grow their career
• Strong data analysis skills, ability to query and analyze large volumes of financial data
• Work in fast paced environment with the ability to multitask
• Must be able to document processes thoroughly and be well organized
• Detail oriented and shows initiative
• Ability to work well individually, as well as in a global team environment; coordinating well within our team as well across other teams
• Advance Excel skills, working knowledge with MS Office
• Knowledge of SQL querying a plus
• Experience with the syndicated loan market, credit agreements, Moody's and S&P corporate rating structure and methodology is a plus

Nice-to-haves

• Experience with the syndicated loan market
• Knowledge of SQL querying
• Familiarity with Moody's and S&P corporate rating structure and methodology

Benefits

• Health care coverage designed for the mind and body
• Generous time off
• Access to resources for career growth and learning new skills
• Competitive pay and retirement planning
• Company-matched student loan contribution
• Financial wellness programs
• Family-friendly perks
• Retail discounts and referral incentive awards