Senior Specialist, Client Operations - CLO Reporting
HybridHouston, Texas, United States
EXPIREDHouston, Texas, United StatesHybridFull TimeSenior LevelBachelors DegreeFinancial ServicesEnterprise
Full TimeSenior LevelBachelors DegreeEnterpriseFinancial Services
Job Summary
Run CLO Compliance and waterfall models to prepare draft periodic reports for client service managers. Liaise directly with clients to agree on test results, inputs, and parameters impacting those tests. Resolve basic modeling issues identified during the reporting cycle and collaborate with Position Services for complex data problems. Analyze and incorporate client and auditor feedback on test results while acting as the communication bridge between Position Servicing and Client Service Managers. Work with the analytics team on significant model changes and guide junior analysts on accuracy and quality standards.
Required Qualifications
- Bachelors degree or the equivalent combination of education and experience
Desired Qualifications
- 5-7 years of total work experience
- Experience in quantitative finance and technology
- Any experience in CLO, structured finance, or fixed-income reporting
- Prior experience in Analytical role like Financial modeling, valuation models, Data Analytics
- Proficiency in VBA/SQL
- No direct reports; provides guidance to more junior analysts and is primarily responsible for the accuracy and quality of own work and the work of assigned project team members
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