Agent Services Specialist
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 to $68,000. 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.
Basic required qualifications include a 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, and Microsoft Excel experience.
Banking or investment industry experience and syndicated loan experience are additional preferred qualifications.
This role is limited to persons with indefinite right to work in the United States.
S&P Global Market Intelligence understands 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.
Our purpose is to progress by unlocking possibility and changing the world. 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.
We are committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We are constantly seeking new solutions that have progress in mind.
Our values are integrity, discovery, and partnership. We focus on powering global markets, starting with integrity in all we do, bringing a spirit of discovery to our work, and collaborating in close partnership with each other and our customers to achieve shared goals.
Our benefits include health & wellness, flexible downtime, continuous learning, invest in your future, family friendly perks, and beyond the basics.
At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent.
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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.
Agency Associate • Dallas, TX, US