OPERATIONS SPECIALIST, OPERATIONS

Job Description

About the Role:

08

The Team:

- Tax Utility is a solution within the overall portfolio of S&P Global Tax Solution offerings that essentially provides a mechanism for exchanging and sharing required tax documentation for the clients (Buyside's and Sell side).

- Subscribers of Tax Utility gain access to a cutting-edge platform that provides direct access to thousands of pre-validated tax packages. This includes a professionally verified tax certification, a validation summary report and any supporting legal documents used to substantiate the information provided on the tax form.

- We facilitate onboarding of tax documentation associated with IRS guidelines, client permissions and identifying refresh populations.

The Impact:

- Tax Utility provides direct use of a searchable repository of pre-validated tax form packages ready for immediate use, with significant time savings.

- Enhanced management over form expirations & ability to automatically validate a Subscriber's existing tax form data and related profiles, allowing for seamless validation and rapidly processing without manual intervention changes in circumstance, with availability of automated workflows & dashboards to manage remediations.

- Tax utility address all outreach, validation & monitoring needs associated with actionable Tax Utility (TU) items, following the below processes:

- Onboarding

- Outreach

- Validation

- Monitoring

- What's in it for you:

- Develop understanding of and expertise on Regulatory and Compliance space, especially FATCA, CRS, etc. and for buyside and sell side platforms.

- Develop understanding of custom reporting, related projects along with valuable skills on building client relationships.

- Getting to learn In Demand tools/softwares like:

- Advanced excel

- PostgreSQL

- Audit Command Language

- Macros/VBA

- Python

- GenAI Tools

- Proactive operational support to ensure that clients receive a premier service regarding the following:

- Subscriber Tax Reporting

- Client Support

- Clients projects and explore opportunities to gain operational efficiencies.

- Exploring and working on live client platform

- Gaining knowledge about different work dashboards.

Responsibilities:

- Query and Analyze system data, integrate client data using the data analysis program Diligent High Bond ACL, to automate recurring projects often working with technical teams (product development, programming and reporting).

- Taking up of projects that specifically involve making custom reports, writing queries in PSQL, VBA or ACL (Audit command Language).

- Taking up new and upcoming data analysis related projects , working on them proactively and conducting training sessions for other teammates.

- Taking initiatives on projects that involve automating currents processes using Large Language Models , Python or VBA codes.

- Taking up projects and delivering them within the set timelines. Further taking up responsibility of processes, leading them and increase their operational efficiency.

- Becoming proficient in supporting Tax Utility clients (buyside and sell-side firms) requirements on one or more products. This includes setting up accounts and users access, running reports, outreaches, demo calls, supporting clients on their regulatory and compliance needs and mapping entities

- .Become highly skilled in understanding and maintaining Operational Processes, including assisting peers and leadership with creating SOPs, UAT testing and implementing a quality control review of operational activities

.Ensure all customers receive first class service consistent with S&P Global's expectations including but not limited to identifying and resolving client issues, following up with clients based off SLAs, assisting with ad hoc projects and answering customer inquiries.

.Cultivate, foster, and manage relationships with internal clients.

.Work with business partners to validate the integrity of data and documents maintained for all Regulatory and Compliance platforms

.Develop a thorough understanding of buyside and sell side platforms

.Become highly skilled in the suite of solutions such as Core, Regulations and Tax Utility

- Develop understanding of and expertise on Regulatory and Compliance space, especially FATCA, CRS, etc.

- Flexibility to work across UK and US shifts on a rotational basis.

- Monitor legislative and regulatory developments impacting withholding and reporting requirements.

- Relationship building with all key clients both internal & external.

- Maintaining SLA's and work Quality by delivering client adhocs as of mentioned timelines.

What We're Looking For:

- We are looking for a skillful individual who has previous experience in Reporting and workflow management. Also, the preferred candidate should be proficient in Data Analysis skills with good knowledge of SQL and Diligent Highbond ACL. Experience with PSQL and advanced knowledge of MS Excel along Macros/VBA a big plus.

- The ideal candidate will need to be detail oriented and task driven with a strong work ethic and able to work in a fast-paced environment along with a big team and should also be able to contribute on an individual basis and as part of a team.

- The Candidate should have working knowledge of writing scripts in Python, specifically for automating recurring processes.

- Candidates having experience of automating current processes using python or VBA will be preferred.

- The Candidate will be required to gain process and product knowledge within 1-2 months, start processing live operations activities and partner with client service, product, development and quality assurance team to meet the day to day BAU requirements and get cross-skilled on multiple products.

- Strong verbal and written communication skills are required to communicate effectively with onshore team and have an excellent client service ethos.

- A flexible and analytical approach to problem solving and Ability to work under pressure and to strict deadlines.

- Flexibility to work across US & UK shifts.

- Experience in Client Outreach Space, Regulatory & Compliance and financial data operations and Client support are required.

- Batchelor's Degree along with 2-4 + years experience.

- Strong analytical and interpersonal skills.

- Familiarity with bank compliance and risk management a plus.

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.

From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We're constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.

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.

Our benefits include:

- 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.

For more information on benefits by country visit:

Global Hiring and Opportunity at S&P Global:

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. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.

Recruitment Fraud Alert:

If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, pre-employment training or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity.

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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.

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.

US Candidates Only: The EEO is the Law Poster describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision -

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20 - Professional (EEO-2 Job Categories-United States of America), OPRTON203 - Entry Professional (EEO Job Group)