CareerPlan

Summer Intern, WSO Specialized Account Services

Dallas, TX, USInternship2026-11-09 → 2026-11-10
Based in United StatesNo visa sponsorship

Core

Intern supporting the S&P Wall Street Office (WSO) operations team in processing trade settlements, new borrowings, rollovers, and pay downs for syndicated loan clients.

Role type

Summer Intern, Specialized Account Services (WSO Operations)

Builds

Trade settlement records, cash ledger reconciliations, and facility monitoring reports for syndicated loan clients.

Domain

Financial Services / Syndicated Loans

Required skills

Data entry, trade settlement processing, ledger reconciliation, discrepancy investigation, document review, system report analysis, client communication

Preferred skills

Interest in financial industries, critical thinking, adaptability, collaborative relationship building

Technologies

WSO Admin, system-generated reports

Responsibilities

Process trade settlements and new deal closings, reconcile cash ledgers, review source documentation from agent banks, monitor facilities via system reports, respond to client and internal department requests, contribute to special projects.

Seniority

Intern