Operations Associate, Loan Reference Data, Lending
3 months ago
**About the Role**:
**Grade Level (for internal use)**: 08
**Department Overview**:
S&P Global's Loan Reference Data product services internal clients as well as external clients and is focused on providing loan data and tracking to be used in the broader marketplace.
**Position Summary**:
**Duties & Accountabilities**:
Provide quality assurance checks on pre/post trade settlements
Analyze all aspects of the new deal closing, credit agreements, amendments, and restructures
Process data, manage exceptions, creation of new assets, and interact with clients
Create new loans in S&P Global WSOData and set up current contracts and amortization schedules
Create new assets in S&P Global WSOWeb (Bonds, CDS, ABS, Equities)
Review and recommend changes to policies and procedures to improve data and auditing
Maintain documentation library by requesting and updating documents
Manage all loan identifiers
Perform ad hoc reporting, analysis, and investigate issues providing explanations and interpretation
Protect the business through documentation, policies and procedures, metrics, and data validations
Interact with appropriate individual/entities to gather all pertinent information to reflect the accuracy of the referential data
Strong data analysis skills, ability to query and analyze large volumes of financial data
Work in fast paced environment
Must be able to document processes thoroughly and be well organized
Detail oriented and shows initiative
Advance Excel skills, working knowledge with MS Office, Access Database and SQL query
**Business Competencies**:
**Education and Experience**: Graduate degree / Postgraduate or equivalent in Finance, Economics or Business preferred but not required
**Commercial Awareness**: General knowledge of syndicated loans, Moody’s and S&P's corporate rating structure and methodology is a plus
**Personal Competencies**:
**Communication**: Must demonstrate superior communication skills (written and verbal) and is expected to interact professionally.
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.
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.
**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.
**Diversity, Equity, and Inclusion at S&P Global**:
At S&P Global, we believe diversity fuels creative insights, equity unlocks opportunity, and inclusion drives growth and innovation - Powering Global Markets. Our commitment centers on our global workforce, ensuring that our people are empowered to bring their whole selves to work. It d
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