Outsourcing Delivery Analyst Our Team:

The Agent Services Team specializes in providing syndicated loan agents with administrative outsourcing services. Agent Services performs work on behalf of our global customer base to help facilitate the tracking of global and individual lender positions for multi-million-dollar bank loans.

What’s in it for you:

It’s a fast-paced agile environment that deals with huge volumes of data, so you’ll have an opportunity to sharpen your data skills.

Your Role:

The Agent Services Analyst is responsible for maintaining data in WSO Agent in a timely and accurate manner, and to provide excellent customer service and Administrative Agent services to our growing client base while adhering to strict deadlines and SLA requirements. The position offers exposure to external industry entities such as portfolio managers, custodians, agent banks, issuers, and lending entities.

Duties & accountabilities

  • Analyse credit agreements and amendment documentation and other documentation as determined by deal
  • Set up new Lenders, Borrowers, Bank Deals and Assets in WSO Agent – Maintain details; update administrative details information (wire instructions, contacts, etc.) in WSO Agent – including getting approvals from all Clients who have that Lender in their deals.
  • Process Change Allocations based on documentation provided by client, review admin details and tax forms
  • At client direction, enter all activity to maintain assets in WSO Agent
  • Distribute payment notices
  • On-boarding of new Agent clients
  • QC other team members work
  • Reporting – run and manipulate standard reports; create new reports; work with consulting team to scope custom reports
  • Special projects, as needed
  • Interaction with Web front end, MarkitClear, MEI’s and WSO Data

    • Education and Experience

  • BA or BS in Accounting or Finance
  • Commercial awareness and knowledge of par and distressed loans
  • Knowledge of simple interest calculations
  • Ability to read and interpret credit agreements
  • Experience with daily loan transactions
  • Exposure to ClearPar/Markit WSO/Debt Domain systems a plus

    • Personal competencies

  • Excellent attention to detail
  • Strong work ethic and organizational skills
  • 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
  • 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

    • 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, we are encouraging enthusiastic and talented returners to apply, and will actively support your return to the workplace.

    Flexible Working:

    We pride ourselves on our agility and diversity, and we welcome requests to work flexibly. For most roles, flexible hours and/or an element of remote working are usually possible. Please talk to us at interview about the type of arrangement that is best for you. We will always try to be adaptable wherever we can.

    Inclusion and diversity are critical to the success of S&P, and we actively encourage applications from people of all backgrounds. We are committed to providing equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, status as a protected veteran, or any other protected category. For more information on the many ways in which we enthusiastically support inclusion and diversity efforts for both candidates and employees, please access our Inclusion & Diversity Statement here.

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

    S&P Global Market Intelligence partners with customers to broaden their perspective and operate with confidence by bringing them leading data sources and technologies that embed insight in their daily work.

    For more information, visit

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    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: and your request will be forwarded to the appropriate person.

    US Candidates Only:
    The EEO is the Law Poster describes discrimination protections under federal law.
    Job ID R28539