Syndicated Loans Agency Operations Associate
Listed on 2026-01-12
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Finance & Banking
Risk Manager/Analyst, Financial Analyst -
Business
Risk Manager/Analyst, Financial Analyst
Syndicated Loans Agency Operations Associate
Posted on:
•
Location:
Dallas, Texas, United States
The Team
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.
About The Role
Grade Level (for internal use): 07
Responsibilities And Impact
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. 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.
What’s In It For You
- 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
Responsibilities
- 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
Compensation/Benefits Information
S&P Global states that the anticipated base salary range for this position is $45,790 to $65,000. 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 .
What We’re Looking For
Basic
Required Qualifications:
- 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
Additional Preferred Qualifications
- Banking or investment industry experience
- Syndicated Loan experience
Right to Work Requirements
This role is limited to persons with indefinite right to work in the United States.
Equal Opportunity Employer
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.
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