Collateralized Loan Obligation (CLO) Analyst, Officer
About The Position
Who we are looking for This is a business analyst level role within the Structured Trust and Analytics group at State Street. The position interacts with all levels of professionals both internally and externally. Therefore, strong intrapersonal and communication skills are required. Candidates must understand structured finance transactions, have a strong client focus, be able to perform well under pressure and successfully manage multiple assignments at one time. Why this role is important to us The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS’ tools help our clients make better investment choices and act on growth opportunities. Join us if making your mark in the financial services industry from day one is a challenge you are up for.
Requirements
- Managing client relationships.
- Overseeing staff and deliverables.
- Managing and manipulate large amounts of data.
- Creating Excel-based models to measure various tests and parameters outlined in legal documents, preferable related to CLOs/Bank Loans.
- Interpreting and comprehending legal documentation such as Indentures, Credit Agreements and Offering Memorandums.
- Working with credit instruments (senior secured loans and high yield bonds).
- Systems experience: Wall Street Office, MS Excel, MS Outlook, CDO Suite, LoanOps Portal, My State Street, Bloomberg, LS Fax, Collaborate
- A strong work ethic and a positive attitude.
- Excellent time management skills and ability to prioritize deadline-driven workflow.
- Ability to work well within a team and operate independently on short- and long-term goals.
- Detail-oriented and a natural problem solver; have the resolve to independently research problems and offer solutions.
- Excellent intrapersonal & communication skills – via phone and email.
- Passion for improving systems and processes.
Responsibilities
- Manage client relationships and generate new business leads
- Onboard new deals according to company and group procedures
- Train staff on deal mechanics and service requirements
- Manage client deliverables including oversight of: Hypothetical trade tests Monthly and quarterly reporting Payment date calculations and distributions.
- Manage and collaborate with internal groups at State Street.
- Lead new initiatives and special projects.
Benefits
- Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
- For a full overview, visit https://hrportal.ehr.com/statestreet/Home
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
