
Operations Specialist, Operations
2 weeks ago
- We are looking for someone to grow with the company by not only evolving your client relationship skills but also your industry knowledge and product knowledge to help clients get the most value from market-leading solutions.
- You may evolve your career within the Operations Team by growing within your role into a senior position or shift your focus within the team to a more customer-focused role.
- You will work closely with the world's largest banks, and other members of the team, providing a collaborative and supportive work environment.
- The role provides a great opportunity to gain experience in the finance industry Specially in loan syndication, in a variety of different ways.
- Manage client portfolio(s)/Agency trades in our loan Trade Settlement outsourcing services.
- Communicate proactively and effectively with clients.
- Coordinate with trade counterparties to receive and review par and distressed trade documentation.
- Coordination with legal counsel and follow up, when needed, for distressed trades and participations.
- Coordinate trade closings among clients, counterparties, and agents
- Review trade documentation includes trade confirms, assignment agreements, and funding memos for discrepancies prior to settlement including using third party systems.
- Follow up on outstanding trades and keep current comments updated.
- Deliver closing packets to custodians and clients before stated deadlines.
- Report client metrics and trends monthly.
- BA or BS in Accounting or Finance.
- Strong verbal and written communications skills
- Prepare various reports and metrics needed by internal management or special client requests.
- Must be able to work well with others in a team environment.
- Assist other WSO groups during quarter-end or other high-volume periods.
- Should have a fair understanding how syndication loan industry works.
- Knowledge of Primary and Secondary market.
S&P Global
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