At a Glance
- Tasks: Manage client relationships and oversee loan trade settlements with a focus on excellent service.
- Company: Join a leading financial services firm known for its inclusive culture and growth opportunities.
- Benefits: Competitive salary, flexible working hours, and professional development support.
- Other info: Collaborative team environment with opportunities for career advancement.
- Why this job: Gain valuable experience in finance while working with industry professionals and diverse clients.
- Qualifications: Strong attention to detail, communication skills, and a proactive approach to problem-solving.
The predicted salary is between 28800 - 48000 £ per year.
About the Role:
The Middle Office group takes on the unique clients and projects that do not fit in the core business offering of WSO Services. This group is responsible for loan trade settlement.
The goal of a Middle Office Specialist is to oversee Trade Settlement client relationships. Provide excellent customer service and loan settlement services to our growing client base while adhering to strict deadlines and targets given. The position offers exposure to external industry entities such as portfolio managers, custodians, and agent banks.
Duties & accountabilities:
- Manage client portfolio(s)/Agency trades in our loan Trade Settlement outsourcing services
- Communicate proactively and effectively with clients
- Coordinate with trade counterparties to receive and review par and distressed trade documentation
- Coordinate with legal counsel and follow up, when needed, for distressed trades and participations
- Coordinate trade closings among clients, counterparties, and agents
- Review trade documentation, including trade confirms, assignment agreements, and funding memos, for discrepancies prior to settlement using third-party systems
- Follow up on outstanding trades and keep current comments updated
- Deliver closing packets to custodians and clients before stated deadlines
- Report client metrics and trends on a monthly basis
Commercial awareness:
- Knowledge of par and distressed loans and the documentation
- Knowledge of trade fee calculations
- Ability to read and interpret credit agreements
- Experience with daily loan transactions
- Exposure to ClearPar/TSI/Markit WSO systems a plus
Personal impact:
- Excellent attention to detail
- Strong work ethic
- 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
Communication:
- Strong verbal and written communication skills
- Prepare various reports and metrics needed by internal management or special client requests
Teamwork:
- Must be able to work well with others in a team environment
- Assist other WSO groups during quarter-end or other high-volume periods
Operations Specialist in Manchester employer: S&P Global Inc.
At S&P Global, we pride ourselves on fostering a dynamic work environment that encourages collaboration and innovation. As an Operations Specialist in our Manchester office, you will benefit from a strong support system, opportunities for professional growth, and a commitment to employee well-being, all while engaging with a diverse range of clients and projects that make a real impact in the financial sector.
StudySmarter Expert Advice🤫
We think this is how you could land Operations Specialist in Manchester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like S&P Global Inc.. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Operations Specialist in Manchester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to S&P Global Inc..
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on S&P Global Inc.'s website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at S&P Global Inc.
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with S&P Global Inc..
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at S&P Global Inc. will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former S&P Global Inc. employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
