Syndicated Loans Agency Operations Specialist

About the Role

Grade Level (for internal use): 08

Job Description

The Agent Services team is a Syndicated Loans Agency operations team for our client base, performing all operational tasks to support both the borrower and lenders. Acting as an agent is a varied and highly visible role requiring accuracy and an understanding of complex deal mechanics.

S&P Global is seeking a motivated Specialist for Agent Services to work within the team administering the lending portfolios for our client base. The individual will be responsible for the lifecycle events of the deals, communicating with our clients, their borrowers, and the lending syndicate members. Additional responsibilities include partnering with other S&P Global business lines to drive continued progress of the regions to support the global operating model and local client base.

• Opportunity to be involved in a rapidly growing business, with a varied and interesting role managing multiple stakeholders
• Having exposure to both the private and broadly syndicated sides of the lending market incorporating various financial instruments and lending structures
• Be a part of a dynamic business, interacting with clients across the industry
• Working for a global business focused on the personal growth and development of its employees

• Executing the operational requirements to manage the lifecycle events of a syndicated loan
• Supporting more junior members of staff with any complexities within the deal/portfolio
• Interpreting the underlying legal documents to ensure the deal and its members are managed in compliance with the terms
• Answering client, borrower, and lender queries promptly
• Financial analysis of deals to ensure accruals and pricing mechanics are correct
• Management of outstanding work items in line with expected Key Performance Indicators (KPI’s)
• Ensuring a high level of accuracy to minimize operational risk within the lending portfolio

S&P Global states that the anticipated base salary range for this position is $$45,790.00 to $75,422.50. The final base salary for this role will be based on the individual’s geographic location, as well as experience level, skill set, training, licenses and certifications.

In addition to base compensation, this role is eligible for an annual incentive plan.

This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please .

• BA or BS or equivalent experience
• 1 year+ of relative business experience
• Customer relations experience
• Strong written and verbal communication skills
• Organized and detail-oriented
• Analytical with good problem-solving initiative
• Team collaboration mindset
• Microsoft Excel experience

• Banking or investment industry experience
• S&P Market Intelligence product suite knowledge (WSO, iLevel, Thinkfolio, EDM)
• Syndicated Loan experience

This role is limited to persons with indefinite right to work in the United States.

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, andmake decisions with conviction.

• Health & Wellness:
  Health care coverage designed for the mind and body.
• Flexible Downtime:
  Generous time off helps keep you energized for your time on.
• Continuous Learning:
  Access a wealth of resources to grow your career and learn valuable new skills.
• Invest in Your Future:
  Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
• Family Friendly Perks:
  It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
• Beyond the Basics:
  From retail discounts to referral incentive awards—small perks can make a big difference.

S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.

If you need an accommodation during the application process due to a disability, please send an email to:  and your request will be forwarded to the appropriate person.

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