Grade Level (for internal use):
Department Overview
S&P Global WSO is an industry leader in leveraged loan and high-yield solutions and provides comprehensive products and services for portfolio management, administration, reporting, and analysis.
Position Summary
S&P Global is seeking an experienced & motivated person to strategically manage both client relationships within the Portfolio Management Services group, as well as manage a team of Individual Contributors responsible for daily execution. The individual will be responsible for managing client-driven strategy and client support throughout multiple aspects of the business. Additional responsibilities include coordination of issue resolution, training, reporting, and keen understanding/presentation of the clients' business structure, pipeline, and market footprint. Finally, this individual will help set the vision of our team, as well as the daily tone of positive client experiences.
Duties & Accountabilities
Help source, recruit and retain top talent
Responsible for 1-3 clients who utilize the WSOWeb outsourcing solution. Client types include Asset Managers, Banks, Hedge Funds, Mutual Funds, & Total Return Swap programs
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
Manage a team strategy around a set focus of clients who utilize the WSOWeb outsourcing solution
Team size: 8-10 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
Ensure the team meets and/or exceeds internal metrics
Find ways to enhance our service offering by creating hybrid roles, providing expanded client coverage and continuing to train/transfer daily BAU activities to India
Create the proper controls within the team to avoid any data breaches
Complete special projects as assigned
Business Competencies
Education and experience
BA or BS or equivalent experience
Accounting / Finance Major preferred
Commercial awareness
Banking or investment industry experience
Customer relations experience
Management requirements
2-4 years of tangible experience managing a team of individual contributors in the financial services industry
Personal Competencies
Personal impact
Strong work ethic – organized, detail oriented, analytical, task driven
Technical awareness through software applications
Adept at building strong client relationships with an emphasis around overall client execution
Communication
Strong verbal and written communication skills are required
Teamwork
Strong leadership qualities around team participation and dynamic
Sets a tone and vision for your team
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.
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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: 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. Pay Transparency Nondiscrimination Provision - https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_ English_formattedESQA508c.pdf
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