Sr Specialist, Consulting

About the Role:
Grade Level (for internal use):
09 The Role: Sr Specialist, Consulting.

The Team: WSO Compliance provides reporting solutions for fund managers to efficiently monitor CLO performance per the covenants provided in the deal terms. Each Compliance module is built to the specific reporting needs of the individual structure, as defined by the Indenture or other governing documents. Business Analysts provide analysis and development of the structure while working with the client to accurately model each report. The Compliance team offers maintenance and support of each model and assists the client with training, trustee reconciliations and custom report development.

The Impact: Candidate will develop and maintain financial reporting models, provide project management and detailed analysis in support of these customized software applications. The Business Analyst will independently manage a client base consisting of Wall Street financial institutions and other high-profile clients in the securitized loan market.

Responsibilities:

• Develop and maintain detailed waterfall models in Excel to validate the distribution of cash flows per deal documents
• Design and enhance automated processes for tracking and validating waterfall calculations using Excel
• Responsible for modeling and analyzing cash flow waterfalls for CDO/CLO per deal documents
• Develop Excel macros (VBA) and advanced formulas to automate waterfall calculations, scenario testing, and reconciliation processes
• Interpret legal documentation and translate the language into reports and calculations applied to financial reporting models.
• Utilize Python Domain-Specific Language (DSL) to develop and enhance compliance reporting models and automate complex financial calculations.
• Review and test other team members' reports and calculations, and provide detailed feedback for failed test cases
• Utilize proprietary report-building interface to configure models per client specific environment and structure terms
• Manage a client base: Understand each client's unique reporting needs and processes; partner with them to grow the relationship.
• Ability to mine data quickly to proof complex calculations.
• Project management skills: Scope project requirements, appropriately manage client expectations, collaborate with other team members to ensure quick turnaround and accurate deliverables
• Support and train end users on WSO Compliance software conveying in-depth understanding of the client's financial reporting models

What We're Looking For:

• BA or BS minimum, preference for Finance/Accounting.
• Advanced Degree or Business certifications (MBA, CFA, CPA, etc.) preferred, but not required
• Minor in technology field or experience in software development, testing, and/or implementation
• 3 years in accounting or finance (financial/investment industry a plus)
• Experience in Waterfall Calculation for CLO/CDO
• Strong in MS Excel
• Basic Knowledge on Python preferred
• Syndicated Loan market experience will be a plus

Personal Competencies

• Strong organizational skills, detail oriented, analytical mind and strong work ethic
• Excellent written and verbal communication. Position requires regular client interaction with external portfolio managers, financial analysts and Wall Street brokers
• Strong work ethic and ability to work well within a team environment

Grade/Level ( relevant for internal applicants only ): 09

The Location: Gurgaon, Haryana

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.

For more information, visit .

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.

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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.

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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 -

Professional (EEO-2 Job Categories-United States of America), BSMGMT Middle Professional Tier I (EEO Job Group)

Job ID:
Posted On:
Location: Gurgaon, Haryana, India

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