Senior Specialist, Loans Modeling & Analytics (CLO/CFO)
About The Position
BNY is seeking a Senior Specialist to join its Corporate Trust Analytics Group in Houston, Texas, or Pittsburgh, Pennsylvania. The role focuses on CLO and loans analytics, including structured credit modeling, loans product management, technology, and analytics transformation. The successful candidate will contribute to CLO model and investor report development, modernization of the modeling platform, and adoption of agentic and AI-enabled capabilities across the analytics workflow. Work may include CLO document review, data extraction, model development and quality control, analytics generation, and process automation. The position also involves interpreting transaction documentation and translating structural requirements into modeling logic and reporting, analyzing transaction and portfolio performance, improving data integrity and controls, and collaborating across business, analytics, technology, and operations teams. The specialist will mentor junior team members and support continuous improvement and modernization initiatives.
Requirements
- Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Financial Engineering, Data Science, Computer Science, or another highly quantitative discipline, or an equivalent combination of education and experience.
- 1–3 years of experience in the financial industry.
- Strong interest in or knowledge of CLOs, loans, structured credit products, transaction types, and related concepts.
- Experience building or supporting financial models, analytical tools, or data-driven workflows in a controlled business environment.
- Proficiency in one or more programming or analytical languages or tools such as Python, SQL, VBA, R, or similar technologies used for workflow automation, model logic, data analysis, and quality control.
- Advanced Excel skills and experience with analytics, workflow, or visualization platforms such as Power BI, Alteryx, SharePoint, or similar tools.
- Ability to work with large, complex datasets, perform root-cause analysis, and translate data into business and analytical insight.
- Strong problem-solving skills, intellectual curiosity, attention to detail, and ability to evaluate complex transaction structures and produce accurate, high-quality outputs.
- Excellent written and verbal communication skills, including the ability to explain technical or structural concepts clearly to diverse stakeholders.
- An innovation, modernization, and continuous-improvement mindset, with enthusiasm for transforming structured credit analytics through technology and AI-enabled solutions.
Nice To Haves
- 3–5 years of experience in financial modeling, structured finance, leveraged loans, CLOs, corporate trust analytics, data science, or related quantitative or analytical roles.
Responsibilities
- Develop, maintain, quality-check, and enhance CLO compliance and waterfall models, including collateral quality tests, coverage tests, concentration limits, payment structures, and cash flow mechanics.
- Analyze CLO indentures, offering memoranda, and related transaction documents, translating structural language into analytics requirements, modeling logic, and reporting outputs.
- Build, review, and enhance investor reports, dashboards, and analytics covering compliance tests, noteholder distributions, asset-level information, and other transaction metrics.
- Use quantitative modeling, data analysis, and scenario-based analysis to stress test transactions and assess portfolio behavior, structural performance, and model outcomes.
- Partner with internal teams and data providers to source, integrate, and validate datasets, supporting data integrity across model inputs, calculations, and outputs.
- Conduct detailed reviews, reconciliations, and trend analyses to identify modeling issues, improve performance, strengthen controls, and enhance analytics processes and outputs.
- Contribute to the transformation of the CLO and loans modeling platform by helping define and implement scalable, efficient, and controlled solutions.
- Support adoption of agentic and AI-enabled capabilities for document ingestion, clause analysis, data extraction, model setup and quality control, exception identification, and other analytical workflows.
- Collaborate with business, analytics, technology, and operations teams on transaction requirements, process improvements, complex transaction challenges, modernization initiatives, and ad-hoc client requests.
- Mentor junior team members and foster analytical rigor, innovation, accountability, and continuous learning.
Benefits
- Competitive compensation and benefits and wellbeing programs.
- Flexible global resources and tools.
- Paid leaves, including paid volunteer time, vacation, and sick time, as applicable to the position.
- Potential eligibility for an annual discretionary incentive award.
- Eligible employees may enroll in a 401(k) plan.
- Eligible employees may participate in company-sponsored medical, dental, vision, and basic life insurance plans for themselves and eligible dependents.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
