WSO Sr. Operations Associate/ Analyst

$51,289 - $91,872/Yr

S&P Global - Columbia, SC

Full-time - Mid Level

Columbia, SC

10,001+ employees

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services

About the position

The Solutions Operations division at S&P Global is seeking a Senior Operations Associate/Analyst to join our Global Special Services Team. This role is pivotal in providing real-time access to our clients' portfolios and reporting insights, which are essential for active asset management and deal administration. The WSO (Wall Street Office) platform supports complex aspects of alternatives asset management, enhancing operational efficiency while minimizing risk. The successful candidate will be responsible for managing various asset types, including Loans, Bonds, ABS, Equities, and CDS, ensuring accurate processing of daily activities. This position requires a flexible individual with strong analytical skills and the ability to communicate effectively with various levels of management, both internally and externally. The role involves investigating discrepancies by reviewing source documentation and faxes from agent banks, as well as monitoring system-generated reports to ensure proper oversight of facilities. The candidate will interact with relevant individuals to gather necessary information, handle requests from different departments or clients promptly, and complete special projects as assigned. Additionally, the Senior Operations Associate/Analyst will lead research and projects focused 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 as needed. The candidate will also serve as a subject matter expert for all Solutions products and service offerings, participating in internal and external meetings to analyze client needs and make recommendations on operational flows and product usage.

Responsibilities

• Efficiently and accurately process daily activities for all asset types (Loans, Bonds, ABS, Equities, CDS).
• Investigate discrepancies by reviewing source documentation and faxes from the agent bank.
• Review system-generated reports to ensure proper monitoring of the facilities and handle exception items.
• Interact with appropriate individuals/entities to gather all pertinent information/details to reflect data accurately in the system.
• Handle requests from different departments/clients within an hour's turnaround.
• Complete special projects as assigned.
• Lead research and projects on cross-product integrations and workflow enhancement to support the client's business requirements and strategic growth.
• Serve as subject matter expert for all Solutions products and service offerings, joining internal and external client meetings to analyze client needs and make recommendations.

Requirements

• Bachelor's Degree or equivalent work experience.
• Ability to handle stressful customer situations with patience and poise.
• Strong organizational skills to prioritize complex issues and projects to completion.
• Knowledge and experience in working with internet-based applications.
• Ability to think laterally, provide proper issue analyses, and question current processes.
• Eager to learn with strong analytical and problem-solving abilities.
• Proficient PC skills, especially in Microsoft Word and Excel.
• Strong process improvement skills.
• Positive, proactive attitude and ability to work well in teams.
• Fluent English speaking, reading, and writing abilities.
• Exceptional skills in listening to clients and articulating ideas and complex information clearly and concisely.
• Proven record of maintaining strong relationships with senior members of client organizations and addressing their needs.
• Goal and action-oriented with the ability to organize, multi-task, and prioritize in a fast-paced environment.
• Ability to manage projects independently when required.
• Customer service experience from any field.

Nice-to-haves

• WSO and/or LoanIQ processing experience.
• Private debt and broadly syndicated loan processing experience.
• Syndicated loan-specific cash reconciliation and/or position reconciliation.
• Bachelor's degree in Business, Communications, Finance, or Economics.
• 3-5 years of work experience within the financial and/or syndicated loan industry.
• Strong MS Office (Word, Excel, PowerPoint) skills.
• Data research and analytics experience.

Benefits

• Health care coverage designed for the mind and body.
• Generous time off to keep employees energized.
• Access to resources for career growth and learning new skills.
• Competitive pay and retirement planning options.
• Continuing education program with company-matched student loan contributions.
• Family-friendly perks for partners and children.
• Retail discounts and referral incentive awards.