Senior Analyst- Trustee Reporting and Controls
About The Position
As a Senior Analyst - Trustee Reporting and Controls you'll play a critical role in supporting the Corporate Trust business by modeling newly onboarded CLOs and Leveraged Loan Facilities, maintaining ongoing compliance calculations, and producing trustee reporting relied upon by arrangers, managers and investors. You'll develop, maintain, improve reporting solutions, analyze large data sets, and provide actionable insights to stakeholders. One of your key responsibilities is to ensure reporting and compliance needs by the business are met while operating within legal requirements. You will collaborate closely with internal parties to ensure accurate, timely and compliant calculations. Build, maintain and validate compliance and reporting dashboards and tools while upholding data and reporting standards, ensuring consistency and compliance across all projects worked on. Identify and develop automation techniques from available technology to produce efficient and effective processes. Perform scenario updates, test result validation, and reconciliations, aligned with internal control requirements and standard modeling practices. Understand business unit reporting and analytical needs and translate business questions into analytical tasks that help drive strategic decisions. Present analytical findings and recommendations to senior management. Design and implement systems to ensure data accuracy and reliability by performing thorough validation and quality checks. Collaborate with IT teams to enhance reporting infrastructure and improve efficiency.
Requirements
- 3+ years of related experience in Data Analytics & Data Management or similar field
- Bachelor's degree in related field required
- Entry level to intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services
- Entry level to intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices
- Intermediate experience with data analysis tools (e.g., SQL, Excel) and data visualization platforms (e.g., Tableau, Power BI)
- Experience with project management and managing multiple priorities and deliverables
- Intermediate experience presenting findings from large datasets in a clear, actionable way
- Intermediate speaking and writing communication skills
Nice To Haves
- Experience with predictive modeling, statistical analysis, or machine learning preferred
Responsibilities
- Model newly onboarded CLOs and Leveraged Loan Facilities
- Maintain ongoing compliance calculations
- Produce trustee reporting relied upon by arrangers, managers and investors
- Develop, maintain, and improve reporting solutions
- Analyze large data sets and provide actionable insights to stakeholders
- Ensure reporting and compliance needs are met while operating within legal requirements
- Collaborate with internal parties to ensure accurate, timely, and compliant calculations
- Build, maintain, and validate compliance and reporting dashboards and tools
- Uphold data and reporting standards, ensuring consistency and compliance across all projects
- Identify and develop automation techniques from available technology to produce efficient and effective processes
- Perform scenario updates, test result validation, and reconciliations, aligned with internal control requirements and standard modeling practices
- Understand business unit reporting and analytical needs and translate business questions into analytical tasks that help drive strategic decisions
- Present analytical findings and recommendations to senior management
- Design and implement systems to ensure data accuracy and reliability by performing thorough validation and quality checks
- Collaborate with IT teams to enhance reporting infrastructure and improve efficiency
Benefits
- Competitive salaries
- Ownership stake in the company
- Medical and dental insurance
- Time off
- 401k matching program
- Tuition assistance program
- Employee volunteer program
- Wellness program
- Opportunity to bolster business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
