Outsourcing Delivery Associate Manager

About The Role

Grade Level (for internal use):

10

The goal of an Outsourcing Delivery Associate Manager is to oversee Trade Settlement, Agent Services, and WSO Web’s analyst and the management of the client relationships across all products. He or She will need to provide excellent customer service across all products and services to our growing client base while managing all client’s escalations daily. He or She must be able to prioritize the team’s daily task while adhering to strict deadlines and targets given by senior management. This person will be the direct contact on all escalations for their team. They will need to be proactive in resolving escalated issues in a timely manner. The position offers exposure to external industry entities such as portfolio managers, custodians, and agent banks.

Responsibilities And Impact

Help source, recruit and retain top talent Have advanced knowledge of the syndicated loan market Manage a team strategy around a set focus of clients who utilize the WSO Web outsourcing solution Team size: 5-7 Individual Contributors Manage performance feedback of each team member through coaching/training by way of quarterly assessments, frequent one-on-one conversations and shared client interaction Responsible for client task management as it relates to daily deliverables, product improvements, the strategic roadmap for your clients, and the prioritization of these expectations Work closely with the analyst on training and help them with the more intricate task. Communicate proactively and effectively with clients Coordination with legal counsel and follow up, when needed, for distressed trades and participations Ensure the team meets and/or exceeds internal metrics Report client metrics and trends on a monthly basis

Compensation/Benefits Information: (This section is only applicable to US candidates)

S&P Global states that the anticipated base salary range for this position is $63,000 to $111,000. Final base salary for this role will be based on the individual’s geographic location, as well as experience level, skill set, training, licenses and certifications.

In addition to base compensation, this role is eligible for an annual incentive plan.

This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here.

What We’re Looking For

Basic Required Qualifications

Education And Experience

BA or BS or equal work experience

8 to 10 years of Financial operations experience

Additional Preferred Qualifications

Commercial awareness

Knowledge of par and distressed loans and the documentation Knowledge of trade fee calculations Ability to read and interpret credit agreements Experience with daily loan transactions Exposure to ClearPar/TSI/Markit WSO systems a plus

Management Requirements

Help the analyst with their daily workflow and time management 2-4 years of tangible experience managing a team of individual contributors in the financial services industry.

Personal impact

Excellent attention to detail Strong work ethic Takes initiative and ownership of job responsibilities Must be able to perform job duties accurately and timely Must adhere to deadlines and targets given Strong customer service skills

Communication

Strong verbal and written communications skills

Teamwork

Strong leadership qualities around team participation and dynamic Sets a tone and vision for your team

Right To Work Requirements

This role is limited to persons with indefinite right to work in the United States.

Return To Work

Have you taken time out for caring responsibilities and are now looking to return to work? As part of our Return to Work initiative, Restart, we are encouraging enthusiastic and talented returners to apply, and will actively support your return to the workplace.

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 www.spglobal.com/marketintelligence.

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: https://spgbenefits.com/benefit-summaries

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 doesn’t stop there, we strive to better reflect and serve the communities in which we live and work, and advocate for greater opportunity for all.

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: EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person. 

US Candidates Only: The EEO is the Law Poster http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf describes discrimination protections under federal law.

20 - Professional (EEO-2 Job Categories-United States of America), OPRTON202.1 - Middle Professional Tier I (EEO Job Group)

Job ID: 299589

Posted On: 2024-04-15

Location: Dallas, Texas, United States