WSO Specialized Account Services, Analyst
Core
Analyst supporting client-facing operations, data research, and processing functions for the WSO (Wall Street Office) platform, ensuring data integrity for syndicated loan transactions and trades.
Role type
Specialized Account Services Analyst
Builds
Operational workflows and data accuracy for client portfolio management and deal administration
Domain
Financial services / Syndicated loans / SaaS
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Data reconciliation, trade and position validation, syndicated loan maintenance, data entry accuracy, quality assurance audits, project management, client engagement, process improvement, MS Excel, MS Word
Preferred skills
WSO or Loan IQ experience, syndicated loan industry experience, data research and analytics
Technologies
WSO, Loan IQ, Microsoft Office Suite
Responsibilities
Review and maintain asset and contract data; process amendments and investigate discrepancies; monitor and action exceptions; conduct quality assurance audits; lead research on cross-product integrations; serve as subject matter expert for client meetings; capture and channel user feedback.
Seniority
Junior to Mid-level, hands-on IC
