Manager, Operations - Loan Reference Data

About the Role

Grade Level (for internal use) :

The Team :

S&P’s Loan Reference Data product services internal clients as well as external clients and is focused on providing loan data and tracking to be used in the broader marketplace.

Responsibilities and Impact :

Loan Reference Data (LRD) Operations is a liaison between clients, S&P Global WSOWeb, S&P Global WSOData and S&P Global Loan Pricing.

The team analyzes, handles, and organizes all the initial data deal setup. S&P currently has an opening for a Loan Reference Data Manager to assist with the day-to-day operations of the business.

The role also includes enhancing existing practices and alternatives to ensure smooth delivery of data. The successful candidate will work closely with colleagues globally in Gurgaon, Noida, Dallas, New York, Manchester, London and Kuala Lumpur.

• Lead and motivate the team to generate new ideas and create efficiencies
• Work with various stakeholders to position the team and product for continued growth and success
• Create weekly dashboards to review and track progress on the team’s metrics
• Strategically evaluate and provide in-depth analysis to management where the team fell short on internal / external SLA’s, along with proposed remediation plans to correct going forward
• Organize, construct and present key performance indicators (KPI) and key risk indicators (KRI) to management and senior management
• Monitor FreshDesk (mail flow system) response times across the team to ensure client obligations are being met on time
• Participate in weekly check ins with the team to share knowledge and create accountability
• Ability to work closely with internal teams to review and enhance processes
• Assist team members on question they have on their day-to-day workflows
• Assess team members abilities and create training plans
• Provide quality assurance checks credit data
• Analyze all aspects of the new deal closing, credit agreements, amendments, and restructures
• Process data, manage exceptions, creation of new assets, and interact with clients
• Provide written emails to management with the audit findings and trend analysis
• Create new loans in S&P Global WSOData and set up current contracts and amortization schedules
• Create new assets in S&P Global WSOWeb (Bonds, CDS, ABS, Equities)
• Review and recommend changes to policies and procedures to improve data and auditing
• Maintain documentation library by requesting and updating documents
• Manage all loan identifiers
• Perform ad hoc reporting, analysis, and investigate issues providing explanations and interpretation
• Protect the business through documentation, policies and procedures, metrics, and data validations
• Interact with appropriate individual / entities to gather all pertinent information to reflect the accuracy of the referential data
• Ad hoc responsibilities within the team

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 $91,318 to $183,500. 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 :

• Prior management and syndicated loan experience
• Strong data analysis skills, ability to query and analyze large volumes of financial data
• Work in fast paced environment
• Must be able to document processes thoroughly and be well organized
• Detail oriented and shows initiative
• Advance Excel skills, working knowledge with MS Office
• Coaching mentality to assist team members to motivate and grow their career
• Ability to delegate and set deliverables
• Knowledge of SQL querying a plus

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

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 :

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.