Syndicated Loans Specialist – Agent Services
Company | S&P Global |
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Location | Andover, MA, USA, Dallas, TX, USA |
Salary | $45790 – $70000 |
Type | Full-Time |
Degrees | Bachelor’s |
Experience Level | Junior |
Requirements
- 6+ months Syndicated Loan experience
- Client Services experience
- Strong written and verbal communication skills
- Organized and detail-oriented
- Analytical with good problem-solving initiative
- Team collaboration mindset
- Microsoft Excel experience
Responsibilities
- 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
Preferred Qualifications
- Banking or investment industry experience
- S&P Market Intelligence product suite knowledge (WSO, iLevel, Thinkfolio, EDM)
- BA or BS or equivalent experience