5 retail client manager jobs found in Dallas

About the Role: Grade Level (for internal use): 09 The Team: S&P Global Market Intelligence’s Loan Platforms suite of products unify workflows and datasets across all syndicated loan market participants. Included in the portfolio are ClearPar for trading and settlement, ADFlow which provides secure, digital administrative details and wire instructions, Messaging to facilitate STP throughout the trade life-cycle, Loan Processor which provides rich integration capabilities, Tax Utility integration to seamlessly navigate tax documentation, and Loan Reconciliation for Agent-Lender agreement of post-trade positions. These applications are used by lenders, agent banks, custodians, trustees, borrowers, legal professionals, and other persona to streamline workflows, reduce risk, and manage their syndicated loan portfolios in a single ecosystem. Responsibilities and Impact: The Product Manager is responsible for working closely across Product, Commercial, Sales,...

About the Role: Grade Level (for internal use): 08 About the Role:   The Team:   S&P Global’s Managed Data Services team leverages market-leading technology and a global team of experts to provide an end-to-end data management solution for private markets investors. The LP Associate plays a vital role, overseeing a range of functions to facilitate the delivery of quality data and insights to our limited partner clients.    Responsibilities and Impact:   Oversee and facilitate the collection of private fund data from financial reports.  Perform quality control reconciliations to ensure accuracy and integrity of data.  Collaborate with various internal parties to understand client needs and ensure timely delivery of data.  Lead and manage ad-hoc projects to satisfy client or business needs.  Identify and execute opportunities to improve processes and workflows.  Compensation/Benefits Information:    S&P Global states that the...

About the Role: Grade Level (for internal use): 12 About the Role: The Team: The Enterprise Solutions business within S&P Global Market Intelligence provides industry-leading data, software, and services that support investment management, enterprise data management, regulatory compliance, and private markets solutions. The Private Markets product team is responsible for products that support the entire investment lifecycle across Private Equity, Venture Capital, Real Estate, Infrastructure, and Private Credit markets. As part of the flagship iLEVEL product organization, you will work with a highly collaborative team of product leaders, technology professionals, and market experts focused on delivering innovative solutions for investment professionals. The team values customer-centricity, innovation, execution excellence, and continuous learning.   Responsibilities and Impact: •    Define and execute product strategy for Private Markets solutions, focusing on...

About the Role: Grade Level (for internal use): 08 The Team: The Compliance Services team operates as a critical partner to our investment management clients, ensuring regulatory excellence while enabling business growth. We pride ourselves on our collaborative approach, attention to detail, and commitment to staying ahead of the evolving regulatory landscape. Our team values continuous learning, proactive problem-solving, and maintaining the highest standards of integrity in everything we do.   Responsibilities and Impact: Generate and manage daily deliverables for capital management firm clients, ensuring accurate and timely delivery of compliance services Perform routine reconciliation of key data points with trustees and generate compliance test results for comparison to monthly trustee reports, researching and resolving variances Monitor cash collection, payment, and reserve accounts to ensure proper processing of all activities and...

About the Role: Grade Level (for internal use): 09 About the Role:  Solutions Operations is the industry leader in leveraged loan, private equity and high-yield solutions and provides comprehensive products and services for portfolio management, administration, reporting, and analysis. Through our numerous platforms, managed services, or full outsourcing to front to back-office functions, Solutions Operations offers flexible and unique solutions tailored to client needs. The Team: H ighly collaborative and engaging culture where everyone works independently while also supporting one another to ensure all reports and deliverables are completed accurately and on time. What makes our team unique is our strong commitment to teamwork, open communication, and willingness to help each other when needed. We value accountability, collaboration, and   maintaining   a positive environment that drives both individual and team success.   Responsibilities and...