Post-Trade Client Relationship & Services Analyst - S&P Global
New York, NY
About the Job
About the Role:
The Team:
The triResolve Client Services team is the first line of contact for our clients with regards to the delivery of the triResolve OTC derivative portfolio reconciliation service. The Client Manager will provide support to our clients and work closely with the product, business, development and sales teams globally and thus the role varies to account for regional characteristics.
Responsibilities and Impact:
+ Pre-Sales and on-boarding
+ Assisting Associate and Senior Associate Client Managers
+ Customer Service
+ Daily assistance to subscribers on all issues relating to the service (via email, phone and in person)
+ Trade data normalisation / handling
+ Review reconciliation output; investigate and fix differences
+ Ensure structured and effective delivery of service
+ Self- education about current and upcoming market regulations and other significant changes
+ Customer Care Management
+ Assisting Associate and Senior Associate Client Managers
+ Productivity/ Workflow Improvements
+ Discuss internal requests for new functionalities to improve the product offering with Associate and Senior Associate Client Managers
+ Assist developers and Product Management with requirements and UAT testing as well as being closely involved in the development process
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 $70,000 to $80,000. 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 bonus.
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 (https://spgbenefits.com/benefit-summaries/us) .
What We’re Looking For:
Basic Required Qualifications:
+ The ability to interpret trade data
+ Customer relationship skills
+ Ability to think outside the box and challenge existing status quo
+ Proficiency in using text editors and advanced spreadsheet functions
+ Ability to work in a fast pace environment
+ Ability to multitask
+ Good communication skills (verbal and written English)
+ Fluency in another language would be beneficial
+ Good teamwork skills and being a quick learner
Additional Preferred Qualifications:
+ The ability to understand complex process flows and concepts, as well as the ability to explain these accurately and concisely to our clients
+ Knowledge of OTC Derivatives and awareness of the OTC Derivative trade processing lifecycle would be beneficial
+ Basic understanding of market and credit risk management of OTC Derivatives would be beneficial
+ An interest in technology
Right to Work Requirements:
This role is limited to persons with indefinite right to work in the United States.
Include for roles that are bonus plan eligible, including sales commission plans.
About OSTTRA
_Candidates should note that OSTTRA is an_ _independent firm,_ _jointly owned by S&P Global and CME Group. As part of the joint venture, S&P Global_ _provides recruitment services_ _to OSTTRA - however, successful candidates will be interviewed and directly employed by OSTTRA, joining our global team of more than 1,200 post trade experts._
OSTTRA was formed in 2021 through the combination of four businesses that have been at the heart of post trade evolution and innovation for the last 20+ years: MarkitServ, Traiana, TriOptima and Reset. OSTTRA is a joint venture, owned 50/50 by S&P Global and CME Group.
With an outstanding track record of developing and supporting critical market infrastructure, our combined network connects thousands of market participants to streamline end to end workflows - from trade capture at the point of execution, through portfolio optimization, to clearing and settlement.
Joining the OSTTRA team is a unique opportunity to help build a bold new business with an outstanding heritage in financial technology, playing a central role in supporting global financial markets.
Learn more at www.osttra.com .
What’s In It For You?
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
-----------------------------------------------------------
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.
-----------------------------------------------------------
20 - Professional (EEO-2 Job Categories-United States of America), BSMGMT203 - Entry Professional (EEO Job Group)
Job ID: 307696
Posted On: 2024-10-09
Location: New York, New York, United States
The Team:
The triResolve Client Services team is the first line of contact for our clients with regards to the delivery of the triResolve OTC derivative portfolio reconciliation service. The Client Manager will provide support to our clients and work closely with the product, business, development and sales teams globally and thus the role varies to account for regional characteristics.
Responsibilities and Impact:
+ Pre-Sales and on-boarding
+ Assisting Associate and Senior Associate Client Managers
+ Customer Service
+ Daily assistance to subscribers on all issues relating to the service (via email, phone and in person)
+ Trade data normalisation / handling
+ Review reconciliation output; investigate and fix differences
+ Ensure structured and effective delivery of service
+ Self- education about current and upcoming market regulations and other significant changes
+ Customer Care Management
+ Assisting Associate and Senior Associate Client Managers
+ Productivity/ Workflow Improvements
+ Discuss internal requests for new functionalities to improve the product offering with Associate and Senior Associate Client Managers
+ Assist developers and Product Management with requirements and UAT testing as well as being closely involved in the development process
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 $70,000 to $80,000. 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 bonus.
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 (https://spgbenefits.com/benefit-summaries/us) .
What We’re Looking For:
Basic Required Qualifications:
+ The ability to interpret trade data
+ Customer relationship skills
+ Ability to think outside the box and challenge existing status quo
+ Proficiency in using text editors and advanced spreadsheet functions
+ Ability to work in a fast pace environment
+ Ability to multitask
+ Good communication skills (verbal and written English)
+ Fluency in another language would be beneficial
+ Good teamwork skills and being a quick learner
Additional Preferred Qualifications:
+ The ability to understand complex process flows and concepts, as well as the ability to explain these accurately and concisely to our clients
+ Knowledge of OTC Derivatives and awareness of the OTC Derivative trade processing lifecycle would be beneficial
+ Basic understanding of market and credit risk management of OTC Derivatives would be beneficial
+ An interest in technology
Right to Work Requirements:
This role is limited to persons with indefinite right to work in the United States.
Include for roles that are bonus plan eligible, including sales commission plans.
About OSTTRA
_Candidates should note that OSTTRA is an_ _independent firm,_ _jointly owned by S&P Global and CME Group. As part of the joint venture, S&P Global_ _provides recruitment services_ _to OSTTRA - however, successful candidates will be interviewed and directly employed by OSTTRA, joining our global team of more than 1,200 post trade experts._
OSTTRA was formed in 2021 through the combination of four businesses that have been at the heart of post trade evolution and innovation for the last 20+ years: MarkitServ, Traiana, TriOptima and Reset. OSTTRA is a joint venture, owned 50/50 by S&P Global and CME Group.
With an outstanding track record of developing and supporting critical market infrastructure, our combined network connects thousands of market participants to streamline end to end workflows - from trade capture at the point of execution, through portfolio optimization, to clearing and settlement.
Joining the OSTTRA team is a unique opportunity to help build a bold new business with an outstanding heritage in financial technology, playing a central role in supporting global financial markets.
Learn more at www.osttra.com .
What’s In It For You?
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
-----------------------------------------------------------
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.
-----------------------------------------------------------
20 - Professional (EEO-2 Job Categories-United States of America), BSMGMT203 - Entry Professional (EEO Job Group)
Job ID: 307696
Posted On: 2024-10-09
Location: New York, New York, United States
Source : S&P Global