2 key private bank senior portfolio strategist jobs found in Dallas

About the Role: Grade Level (for internal use): 13 The Team: The Solutions Operations division is seeking a professional with strong interpersonal, organizational, and time management skills to join our Global Special Services Team. S&P’s WSO (Wall Street Office) platform provides real-time access to portfolio and reporting insights for active asset management, deal administration, trading activities, cash and position transparency, and accurate P&L reporting. Supported by the WSO Administrator and WSO Agent product suites, WSO enables firms to manage complex alternative asset operations through a scalable solution that improves efficiency and reduces risk. Solutions are available as either hosted software or a fully outsourced managed service. Responsibilities and Impact: The Director will lead a dynamic team responsible for client-facing operations, data research, and processing functions within the Specialized Account Services Team, which primarily...

About the Role: Grade Level (for internal use): 14 The Team: The Enterprise Solutions business within S&P Global Market intelligence provides buy-side, sell-side, and corporate clients with industry-leading software, data and services. The business portfolio offers a broad range of product offerings covering enterprise data management, investment management, loans platforms, regulatory and compliance solutions, and private markets solutions. Impact & Responsibilities:   Our  Lending Solutions  business portfolio is comprised of products that power the global lending ecosystem across the entire loans and credit ecosystem. This comprises of market-leading products including: WSO Software:  Resolves the operational complexities of loan portfolio management by automating data flows, reducing risks, and streamlining processes, ultimately providing a scalable and efficient solution for asset managers overseeing diverse portfolios. WSO Services:  Powered by WSO...