About the Role:
Grade Level (for internal use):
08
The Team
The Global Special Services Team sits within S&P Global's Solutions Operations division, supporting clients of WSO (Wall Street Office) — our market-leading platform for active asset management, deal administration, and syndicated loan operations. WSO delivers real-time portfolio and reporting insights, cash and position-level transparency, and accurate P&L reporting to some of the world's most sophisticated alternative asset managers, available as both a hosted software solution and a fully outsourced managed service.
You will join a dynamic, client-facing team where every day brings meaningful exposure to the syndicated loan market, SaaS technology, and the operational workflows that underpin global financial markets, with direct interaction with clients across all levels of seniority from your very first week.
Responsibilities and Impact
As Specialized Account Services Sr. Analyst , you will be a critical point of contact for WSO clients — managing complex loan operations, driving data integrity, and ensuring an exceptional client experience across every interaction:
Manage client-facing loan operations — accurately reviewing and maintaining asset and contract data, processing new deal creations, amendments, and syndicated loan transactions in full compliance with LSTA, LMA, Private Deals, and Middle Market standards.
Investigate and resolve data discrepancies — proactively identifying processing anomalies and system-related issues, partnering with internal teams to implement effective resolution plans and appropriate escalations.
Monitor and action operational exceptions — maintaining strict adherence to processing deadlines and quality-controlled workflows across trades, positions, and syndicated facility data to uphold end-to-end data integrity.
Serve as a subject matter expert for WSO products and Solutions service offerings — participating in internal and external client meetings to analyse operational needs and deliver actionable recommendations on product usage and workflow optimisation.
Lead cross-product research and enhancement projects — contributing to integration initiatives, process improvement programmes, and client-facing presentations that support clients' strategic business requirements and growth objectives.
Collaborate across internal teams — partnering with leaders, peers, product associates, sales, and relationship managers to capture and channel client feedback, drive continuous product improvement, and maintain a consistently high standard of service delivery.
What We're Looking For
Basic Required Qualifications
Bachelor's degree in Finance, Economics, Business, or a related discipline
2–4 years of experience within the syndicated loan industry, with practical knowledge of loan transaction processing under LSTA, LMA, or equivalent market standards
Advanced proficiency in Microsoft Excel and Word , with demonstrated application to financial data management, reconciliation, or operational workflows
Proven track record of managing client relationships at senior levels , with demonstrable experience resolving complex operational issues and maintaining high client satisfaction scores
Strong written and spoken English language skills , with demonstrated ability to communicate complex financial or operational information clearly and concisely to varied internal and external audiences
Additional Preferred Qualifications
Direct hands-on experience using WSO (Wall Street Office) and/or Loan IQ systems in a production environment
Experience processing syndicated loan transactions , including amendments, reconciliations, and trade settlements
Proficiency in Microsoft PowerPoint , with experience preparing client-facing presentations or project coordination materials
Experience in data research and analytics within a financial data, operations, or asset management context
Exposure to SaaS-based financial operations platforms or hosted software…