Senior Specialist, Loans Modeling & Analytics (CLO/CFO)

BNY Mellon•Pittsburgh, PA

15h•Onsite

About The Position

The Senior Specialist, Loans Modeling & Analytics will join the Corporate Trust Analytics Group in the Houston, Texas or Pittsburgh, Pennsylvania office. This role works at the intersection of structured credit modeling, loans product management, technology, and analytics transformation, helping shape the future-state operating model for CLO and loans analytics. The position contributes to model and investor report development, modernization of the modeling platform, and adoption of agentic and AI-enabled capabilities across the analytics workflow. The specialist develops and maintains CLO compliance and waterfall models; interprets transaction documentation and translates structural terms into modeling and reporting requirements; and builds investor reports, dashboards, and analytics. The role also supports transaction stress testing, dataset integration and validation, detailed model reviews and reconciliations, and continuous improvement of analytics processes. The specialist contributes to scalable platform solutions and AI-enabled workflows for document review, data extraction, model setup, quality control, analytics generation, and process automation. The role collaborates across business, analytics, technology, and operations teams, supports strategic initiatives and client requests, and mentors junior team members.

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 and 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 a range of stakeholders.
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 documentation, 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.
Apply quantitative modeling, data analysis, and scenario-based analysis to stress test transactions and evaluate portfolio behavior, structural performance, and model outcomes.
Partner with internal teams and data providers to source, integrate, and validate datasets used in models and analytics.
Perform 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, model quality control, exception identification, and other analytical workflows.
Collaborate across business, analytics, technology, and operations teams to align on transaction requirements, improve processes, solve transaction challenges, and support modernization initiatives and ad-hoc client requests.
Mentor junior team members and foster analytical rigor, innovation, accountability, and continuous learning.