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Team Lead, Operations

S&P Global
Dallas, USA
Closing date
Jan 31, 2024

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
About the Role:

The Team:
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.

Responsibilities and Impact:
This position requires a flexible individual who is analytical and possesses strong communication skills. The position involves dealing with various levels of management, both internal to S&P Global as well as external clients to the firm. The successful candidate must be organized, capable of addressing inquiries on a timely manner, and also possess acute problem-solving skills.
  • Lead and motivate the team to generate new ideas and create efficiencies
  • Create weekly dashboards to review and track progress on team's metrics
  • 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 as the overall team owner
  • Monitor Freshdesk (mail flow system) response times across the team to ensure client obligations are being met in a timely manner
  • Audit emails with attachments to ensure correct recipient in order to eliminate data breaches
  • Keep track of Integration Utility (internal software system) on a daily basis to make sure assets are subscribed and updated to help prevent delays in processing
  • Conduct weekly meetings with team to share knowledge and create accountability
  • Provide detailed processing guidance to others on team to help support analytical development
  • Support team members with clients calls and provide feedback on how to improve and build client relationships
  • Represent their team in the internal Ideas Committee board, collecting product and process improvements from all team members; help prioritize enhancements to be in line with WSO Product Board roadmap and overall team strategy
Compensation/Benefits Information:
S&P Global states that the anticipated base salary range for this position is $49,400 - $98,200. 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.

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:
  • BA or BS or equivalent experience
  • Accounting / Finance Major preferred
  • Relative business experience between 1-3 years
Additional Preferred Qualifications:
  • Banking or investment industry experience
  • Customer relations experience
Right to Work Requirements:
This role is limited to persons with indefinite right to work in the United States


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: and your request will be forwarded to the appropriate person.

US Candidates Only: The EEO is the Law Poster describes discrimination protections under federal law.


20 - Professional (EEO-2 Job Categories-United States of America), OPRTON202.1 - Middle Professional Tier I (EEO Job Group)

Job ID: 295094
Posted On: 2023-12-19
Location: Dallas, Texas, United States

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