5 personal banker jobs found in Dallas

About the Role: Grade Level (for internal use): 05 Job Description The Team: You will be an Intern in our S&P Wall Street Office (WSO) operations team. You will be working and supporting our team of analysts who are responsible for data maintenance, support, and analysis of activities for our clients. The position offers exposure to external industry entities such as portfolio managers, custodians, and agent banks. This is a great opportunity to gain extensive client interaction and experience in the syndicated loan market.     Responsibilities and Impact: Assist in processing trade settlements in WSO Admin under the guidance of team members based on client information. Support the team in ensuring timely processing of new borrowings, rollovers, and pay downs. Help with daily activity processing and new deal closings by reviewing source documentation and communications from agent banks. Aid in processing...

About the Role: Grade Level (for internal use): 09 About the Role: Sr Operations Specialist, Fixed Income Data Management The Team: The role will be part of the Index Management and Production Group (IMPG) at S&P Global. The team is responsible for the production and management of a wide range of indices covering global options, equities, futures, fixed income, commodity, digital assets and economics indices. This specific role will focus on Fixed Income indices, ensuring the integrity and accuracy of the indices through meticulous data management, research and analysis. Responsibilities and Impact: As a Sr. Operations Specialist, you will play a crucial role in maintaining and enhancing the quality of S&P Dow Jones and iBoxx indices. Your expertise in Data Management will be essential in researching a wide range of datasets for Fixed Income securities to then be used for index management and maintenance. Your role is key in maintaining index...

About the Role: Grade Level (for internal use): 13 The Team: ClearPar, part of S&P Global Market Intelligence’s Enterprise Solutions business, is the market-leading platform for settlement of broadly syndicated loans and private credit. We support a diverse global client base—including buy-side, sell-side, agent banks, and corporate participants—by delivering automated workflow solutions that streamline settlement, reduce operational risk, and improve market efficiency. In this role, you will take an enterprise perspective—connecting near-term delivery to ClearPar’s longer-term strategy—while staying close to evolving market structure, client operating models, and competitor dynamics.  Responsibilities & Impact: As Director, Product Management, you will lead the evolution of the ClearPar product portfolio (including Loan Platforms, ADFlow, Loan Processor, Message Director, Document Delivery, and ClearPar Analytics). Your work will directly influence how...

About the Role: Grade Level (for internal use): 07   The Team: S&P Global WSO is an industry leader in leveraged loan and high-yield solutions, providing comprehensive products and services for portfolio management, administration, reporting, and analysis . This team is seeking an analytical and detail-oriented individual to support clients’ Structured Finance Obligations, including CLOs, CBOs, and Swaps. The role offers valuable exposure to external industry entities such as portfolio managers, custodians, and agent banks. Responsibilities and Impact: • Process trade settlement in WSO Admin based on the information provided by the client. • Ensure timely and efficient processing of all new borrowings, increases, rollovers, pay downs, commitment reductions, etc.. • Accurately process daily activity, new deal closings, restructures, and amendments for all asset types (Loans, Bonds, ABS, Equities, CDS) by reviewing source documentation and faxes from...

About the Role: Grade Level (for internal use): 09 The Team: The Solutions Operations division is seeking a professional with excellent interpersonal communication, organization, and time management skills to join our Global Special Services Team. S&P’s WSO (Wall Street Office) provides real-time access to our clients portfolio and reporting insights for active asset management and deal administration, trading activities, cash and position level transparency and accurate P&L reporting. Underpinned by our WSO Administrator and WSO Agent product suites, WSO supports complex aspects of alternatives asset management in a scalable solution that increases operational efficiency while reducing risk. Our solutions are available as a hosted software or a fully outsourced managed service. Responsibilities and Impact:   This position requires a flexible individual who is analytical and possesses strong communication skills. The position involves dealing with...