Wso Senior Operations Associate
5 months ago
**About the Role**:
**Grade Level (for internal use)**: 09
**The Team**:
The Solutions Operations division is seeking a professional with excellent interpersonal communication, organization, and time management skills to join our Global Special Services Team.
S&P’s WSO (Wall Street Office) provides real-time access to our client’s portfolio and reporting insights for active asset management and deal administration, trading activities, cash and position level transparency and accurate P&L reporting. Underpinned by our WSO Administrator and WSO Agent product suites, WSO supports complex aspects of alternatives asset management in a scalable solution that increases operational efficiency while reducing risk. Our solutions are available as a hosted software or a fully outsourced managed service.
**Responsibilities and Impact**:
**Responsibilities and Impact**:
Responsible for efficient and accurate processing of 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 in order to reflect date accurately in the system
Handle requests from different departments/clients within an hour turnaround
Complete special projects as assigned
**What We’re Looking For**:
**Basic Required Qualifications**:
Bachelor’s Degree or equivalent work experience
Must be able to handle stressful customer situations with patience and poise
Ability to organize and prioritize complex issues and projects to completion
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, 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
Goal and action orientated, with 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 is a plus
Syndicated loan experience is a big plus
**Additional Preferred Qualifications**:
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 (Business, Communications, Finance, Economics)
3- 5 years of work experience within the financial and/or syndicated loan industry
Strong MS office (Word, Excel, PowerPoint) skills
Power Bi and/or Tableau experience
About S&P Global Market Intelligence
At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.
What’s In It For You?
**Our Purpose**:
Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world.
Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.
**Our People**:
We're more than 35,000 strong worldwide—so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.
**Our Values**:
Integrity, Discovery, Partnership
At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals.
**Benefits**:
We take care of you, so you can take care of business. We care about our people. That’s why we provide everything you—and your career—need to thrive at S&P Global.
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