Senior Analyst - Trustee Reporting & Controls

Western Alliance Bank • Houston, TX

3d • Onsite

About The Position

As a Senior Analyst - Trustee Reporting and Controls, you will 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 will develop, maintain, and improve reporting solutions, analyze large data sets, and provide actionable insights to stakeholders. A key responsibility 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. You will 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. You will identify and develop automation techniques from available technology to produce efficient and effective processes. You will perform scenario updates, test result validation, and reconciliations, aligned with internal control requirements and standard modeling practices. You will understand business unit reporting and analytical needs and translate business questions into analytical tasks that help drive strategic decisions. You will present analytical findings and recommendations to senior management. You will design and implement systems to ensure data accuracy and reliability by performing thorough validation and quality checks. You will 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
• Strong analytical skills with the ability to interpret legal documents, indentures, and loan/portfolio data relating to CLOs and Leveraged Loan Facilities
• Strong experience in collateral testing, including coverage, quality test, limitations and borrowing base calcs along with waterfall mechanics, interest and principal payments and report development
• 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
• Experience with Solvas/CDO Suite/WSO platforms is required
• Experience building or maintaining reporting solutions in Power BI (modeling, DAX, report layouts, data transformation)

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 by the business are met while operating within legal requirements
• Collaborate closely 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 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

Benefits

• Competitive salaries
• An ownership stake in the company
• Medical and dental insurance
• Time off
• A great 401k matching program
• Tuition assistance program
• An employee volunteer program
• A 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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior