S&P Global Logo

S&P Global

Syndicated Loans Agency Operations Associate

Posted Yesterday
Be an Early Applicant
In-Office
2 Locations
46K-68K Annually
Junior
In-Office
2 Locations
46K-68K Annually
Junior
The Associate will manage the lifecycle events of syndicated loans, support junior staff, analyze financial deals, and ensure compliance with legal documents while maintaining client communication.
The summary above was generated by AI
About the Role:

Grade Level (for internal use):

07

The Team:

The Agent Services team is a Syndicated Loans Agency operations team for our client base, performing all operational tasks to support both the borrower and lenders. Acting as an agent is a varied and highly visible role requiring accuracy and an understanding of complex deal mechanics.
 

Responsibilities and Impact:

The Impact:

S&P Global is seeking a motivated Specialist for Agent Services to work within the team administering the lending portfolios for our client base. The individual will be responsible for the lifecycle events of the deals, communicating with our clients, their borrowers, and the lending syndicate members. Additional responsibilities include partnering with other S&P Global business lines to drive continued progress of the regions to support the global operating model and local client base.

What’s in it for you:

  • Opportunity to be involved in a rapidly growing business, with a varied and interesting role managing multiple stakeholders

  • Having exposure to both the private and broadly syndicated sides of the lending market incorporating various financial instruments and lending structures

  • Be a part of a dynamic business, interacting with clients across the industry

  • Working for a global business focused on the personal growth and development of its employees

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

Compensation/Benefits Information:

S&P Global states that the anticipated base salary range for this position is $45,790 to $68,000. The 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:

  • BA or BS or equivalent experience

  • 1 year+ of relative business experience

  • Customer relations experience

  • Strong written and verbal communication skills

  • Organized and detail-oriented

  • Analytical with good problem-solving initiative

  • Team collaboration mindset

  • Microsoft Excel experience

Additional Preferred Qualifications:

  • Banking or investment industry experience

  • Syndicated Loan experience

Right to Work Requirements: This role is limited to persons with indefinite right to work in the United States.

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

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.

Recruitment Fraud Alert:

If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to [email protected]. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre-employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here.

-----------------------------------------------------------

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: [email protected] 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.pdfdescribes discrimination protections under federal law.  Pay Transparency Nondiscrimination Provision - https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

-----------------------------------------------------------

OPRTON203 - Entry Professional (EEO Job Group)

Top Skills

Excel

Similar Jobs

2 Days Ago
In-Office
2 Locations
46K-68K Annually
Junior
46K-68K Annually
Junior
Fintech • Analytics
The role involves managing lifecycle events of syndicated loans, client communication, financial analysis, and ensuring compliance with legal terms while supporting junior staff.
Top Skills: Excel
2 Hours Ago
Hybrid
Denton, TX, USA
Entry level
Entry level
Fintech • Financial Services
As an Associate Personal Banker at Wells Fargo, you'll deliver exceptional customer service, assist with account openings, and build strong relationships with customers. This role requires compliance with banking regulations and a focus on helping customers succeed financially.
Top Skills: Mobile BankingNmlsSafe Mortgage Licensing Act
2 Hours Ago
Hybrid
Tyler, TX, USA
Mid level
Mid level
Fintech • Financial Services
The Financial Consultant will collaborate with Financial Advisors to provide clients with tailored financial advice, assess investment profiles, and promote appropriate financial products to help clients meet their financial goals.
Top Skills: Salesforce

What you need to know about the Boston Tech Scene

Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.

Key Facts About Boston Tech

  • Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
  • Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
  • Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
  • Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account