Team Lead - Agent Services (Syndicated Loans)

About The Role

Grade Level (for internal use): 10
The Role: Team Lead - Agent Services (Syndicated Loans)
Team: The Agent Services team performs as a Syndicated Loans Agency operations team for our client base, performing all operational tasks to support both the borrower and lenders. Acting as an agent is a varied and highly visible role requiring accuracy and understanding of complex deal mechanics.
The Impact: S&P Global is seeking an experienced and motivated Syndicated Loans Agency Operations Lead to help lead the Agent Services team administering the lending portfolios for our client base. The individual will be responsible for the oversight and leadership of the team(s) within their remit, communicating with our clients, their borrowers and the lending syndicate members. Additional responsibilities include partnering with other S&P Global business lines to drive continued progress of the regions to support the global operating model and local client base.

What’s In It For You

Opportunity to help lead a rapidly growing business, with a varied and interesting role managing multiple stakeholders as a part of the global leadership team
Leadership of team(s) with a direct impact on the commercial strategy of the business
Be a part of a dynamic business, interacting with clients across the industry
Working for a global business focused on the personal growth and development of its employees

Responsibilities

• Supporting projects and other business initiatives to help further the Agent Services product offering
• Management of the team and portfolio level metrics in line with expected Key Performance Indicators (KPI’s)
• Applying experience to drive continuous improvement of the teams and processes
• Acting as a point of contact and an initial escalation level for clients and stakeholders
• Active risk management to minimize commercial impact to the business
• Development and performance management of the Agent Services team(s)

Compensation/Benefits Information

S&P Global states that the anticipated base salary range for this position is $75,000 to $115,000. 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:
Minimum of 4 years of experience supporting agent-side syndicated loan operations.
Strong working knowledge of credit agreements, interest and fee processing, borrowings, paydowns, amendments, cash management, and related loan administration activities.
Proven experience in client-facing roles, including regular interaction with borrowers, lenders, and other stakeholders via phone and email.
Ability to build and maintain strong client relationships while delivering exceptional service.
Excellent verbal and written communication skills with the ability to effectively communicate with clients, senior management, and cross-functional teams.
Demonstrated experience leading and developing teams, including direct management responsibility for at least three employees.
Proven track record of coaching, training, performance management, and supporting career growth and development.

Additional Preferred Qualifications

• Familiarity with the syndicated loan trading process, including the review and interpretation of Assignment and Assumption Agreements.
• Bachelor's degree in Finance, Accounting, Business, Economics, or a related field, or equivalent relevant experience.
• Demonstrated experience performing and validating loan-related calculations, including interest, fees, payment amounts, and imputed rate calculations.
• Advanced Microsoft Excel proficiency, including the use of Pivot Tables for data analysis, reporting, and identifying trends or exceptions within large data sets.
• Understanding of financial ratio calculations and their application within credit agreements.
• Experience with syndicated loan platforms and market tools such as S&P Market Intelligence products, including WSO, iLEVEL, ClearPar, and DebtDomain.
• Strong analytical, organizational, and critical-thinking skills with the ability to manage multiple priorities while supporting team objectives and team members.
• Demonstrated ability to evaluate existing processes, identify opportunities for enhancement, and implement operational improvements.
• Ability to effectively lead, engage, and collaborate with team members in both in-office and remote work environments.