Outsourcing Delivery Sr. Analyst

Grade Level (for internal use): 08 The Role: Outsourcing Delivery Sr. Analyst – WSO Global Operations.

The WSO Global Operations team supports clients by operating key loan and structured finance processes on their behalf, leveraging S&P Global’s operational expertise, WSO platforms, and standardized controls. We work closely with clients, internal product and technology teams, and other operations groups to ensure seamless delivery and ongoing optimization of outsourced services. The team is collaborative, detail-oriented, and focused on operational excellence and client satisfaction across a truly global footprint. The Impact: S&P Global has an opening for an analytical and detail-oriented individual to handle data maintenance, support, training, reporting, and business analysis activities for clients’ Structured Finance Obligations, including CLOs, CBOs, and Swaps. In this role, you ensure that complex portfolios are accurately represented and serviced, enabling clients to rely on timely, high-quality data for decision-making, risk management, and investor reporting. The position offers direct exposure to portfolio managers, custodians, and agent banks, allowing you to build strong market-facing relationships and deepen your expertise in leveraged finance and structured products. What’s in it for you: Operational exposure supporting client portfolios: Work closely with internal stakeholders who manage client relationships, gaining insight into how leading financial institutions structure and run their loan and structured finance operations, and how WSO Global Operations supports them behind the scenes. End-to-end process ownership: Take responsibility for key outsourced workflows—from intake and processing to quality checks and reporting—building strong skills in process design, control, and delivery within WSO Global Operations. Opportunities for growth: Develop expertise in outsourcing delivery, operations management, and stakeholder communication, with potential to grow into roles such as Team Lead, Process Owner, or Operations Manager. Global mindset and collaboration: Collaborate with colleagues across regions, understanding different operating models and requirements, and helping shape scalable, global solutions that support diverse client needs.

Process trade settlements in WSO Admin based on client instructions, ensuring timely and efficient handling of new borrowings, increases, rollovers, paydowns, and commitment reductions. Accurately process daily activity, new deal closings, restructures, and amendments across multiple asset types (Loans, Bonds, ABS, Equities, CDS) by reviewing source documentation and agent bank communications. Calculate and post interest, commitment fees, and other cash flows, investigate discrepancies, and perform reconciliations, including balancing and publishing cash ledgers and resolving related issues. Review system-generated reports to monitor facilities, identify and handle exception items, and ensure data in WSO Admin is complete and accurately reflects underlying transactions. Coordinate with internal teams and external parties (e.g., portfolio managers, custodians, agent banks) to gather necessary information, respond to operational requests often within tight turnaround times and support strong customer outcomes. Contribute to special projects and continuous improvement initiatives, demonstrating commercial awareness, attention to detail, strong communication skills, and the ability to work effectively both independently and as part of the WSO Global Operations team. What We’re Looking For: Key qualifications Bachelor’s degree in business, Finance, Operations, or a related field; or equivalent experience in operations, shared services, or outsourcing environments. 3–5 years of experience in operations, outsourcing delivery, or related functions within financial services or a similar industry, with a track record of