Senior Business Solutions Analyst - CLO

UMB Bank • New York, NY

1d • $117,900 - $173,393

About The Position

UMB is seeking a highly motivated, detail-oriented Senior Business Solutions Analyst to join its CLO Business Solutions team. The role bridges business needs and technical solutions to deliver a high-quality client experience. The senior analyst independently architects and drives large, complex projects with minimal oversight, serves as a subject-matter expert and mentor, and represents UMB in client-facing and industry settings.

The analyst designs and implements workflows for clients, product offerings, and internal partners; gathers and documents requirements; and works with project managers, technology partners, operations, relationship management, analytics, clients, and vendors to deliver solutions. The role builds line-of-business tools, data reconciliation models and flows, PowerBI reports, and controls to support data integrity in Solvas. It also manages projects and deliverables using tools such as SharePoint, JIRA, and OneNote, and supports client data connections including sFTP, ShareFile, and automated feeds.

The position also evaluates operational and technical readiness for prospective products, services, and asset classes; establishes reusable frameworks and standards; leads technology demonstrations; supports prospecting and onboarding; educates business teams; and shares industry insights with the team. The role has no direct management accountabilities, but provides mentorship, technical leadership, and design guidance to other analysts.

Requirements

• Bachelor's degree in Business Administration, Business Analytics, Information Systems, or a related field.
• Seven years of financial-industry technical projects or relevant experience, including at least five years handling loan-market-related technical projects.
• Advanced Microsoft Excel skills.
• SQL experience with MSSQL, Oracle, SQLite, or Access.
• Deep understanding of corporate bank loans.
• Experience with structures of bank debt including CLOs, interval funds, ABLs, private debt, CFOs, and rated debt feeders.
• Deep understanding of the full trade cycle, including settlements, closings, loan administration, and loan agency.
• Strong client relationship management skills.
• Ability to provide a positive client experience through associate engagement, technology, workflows, and processing.
• Exceptional written and verbal communication, attention to detail, and ability to independently lead and own internal and client-facing communications without senior oversight.
• Ability to independently architect, lead, and deliver large, complex projects with minimal oversight.
• Demonstrated leadership presence and experience presenting to and influencing clients, prospects, and senior internal stakeholders.
• Experience mentoring or coaching junior team members and setting technical standards.

Nice To Haves

• Power Query.
• Python for automation, data analysis, and short-term solutions.
• PowerBI.
• JIRA, Confluence, Trello, Miro, and Figma.
• Snowflake.
• Prefect for data pipelines.
• Familiarity with loan-market systems such as ClearPar and Markit.
• APIs.
• Strong operational knowledge of Corporate Trust processes and procedures.
• Certified Corporate Trust Specialist (CCTS) or Corporate Trust Master Certification (CTMC).
• Project management certification such as PMP, or Agile/Scrum certification.

Responsibilities

• Design and implement efficient, customized workflows for new clients, product offerings, and internal partners.
• Gather internal and external client requirements, document them, and plan implementations.
• Work with internal project managers and technology partners to implement large-scale technical solutions.
• Build managed technical solutions using line-of-business tools.
• Partner with Operations, Relationship Management, and Analytics teams to enhance client solutions.
• Mitigate operational workflow risks by redesigning or automating steps as needed.
• Build data reconciliation models and data flows using available line-of-business tools.
• Work with clients and vendors to set up sFTP, ShareFile, automated data feeds, and related connections.
• Manage projects and deliverables in tools such as SharePoint, JIRA, and OneNote.
• Build PowerBI reports for external clients and internal teams.
• Build tools that support data integrity in the primary platform, Solvas.
• Educate business teams on client workflows, products, and services.
• Partner with senior team members and leadership on business strategy, including assessing operational and technical support for prospective products, services, and asset classes.
• Architect and drive large, complex, cross-functional projects from scoping and design through delivery, testing, and adoption, with minimal oversight.
• Establish reusable frameworks, standards, and best practices across clients, asset classes, and offerings including CLOs, CFOs, rated note feeders, ABLs, and private credit funds.
• Serve as a subject-matter expert and mentor by providing technical guidance, design review, and coaching to other analysts.
• Lead technology demonstrations for prospective clients, translating platform capabilities into tailored solutions.
• Partner with Sales and Relationship Management during prospecting and onboarding to scope solutions and shape implementation approaches.
• Represent UMB at industry conferences and events, stay current on market practices, systems, and emerging technology, and share insights with the team.
• Perform other duties as assigned.

Benefits

• Paid time off.
• 401(k) matching program.
• Annual incentive pay.
• Paid holidays.
• Company-sponsored medical, dental, vision, and other insurance coverage.
• Health savings, flexible spending, and dependent care accounts.
• Adoption assistance.
• Employee assistance program.
• Fitness reimbursement.
• Tuition reimbursement.
• Associate wellbeing program.
• Associate emergency fund.
• Associate banking benefits.

What This Job Offers

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