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

BNY Mellon•Houston, TX

21h•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. The role works at the intersection of structured credit modeling, loans product management, technology, and analytics transformation, helping shape the future operating model for CLO and loans analytics. The specialist will contribute to model and investor report development, modernization of the modeling platform, and adoption of agentic and AI-enabled capabilities across analytics workflows. The position supports CLO document review, data extraction, model development, quality control, analytics generation, and process automation. It involves developing and enhancing compliance and waterfall models, interpreting transaction documentation, producing investor reporting and analytics, evaluating transaction performance, and collaborating across business, analytics, technology, and operations teams. The specialist will also contribute to scalable and controlled platform improvements, support strategic modernization initiatives, and mentor 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, and attention to detail, including the 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.
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 and interpret 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.
Apply quantitative modeling, data analysis, and scenario-based analysis to stress test transactions and evaluate portfolio behavior, structural performance, and model outcomes.
Work with internal teams and data providers to source, integrate, and validate datasets and maintain data integrity across model inputs, calculations, and outputs.
Conduct reviews, reconciliations, and trend analyses to identify modeling issues, improve performance, strengthen controls, and continuously enhance analytics processes and outputs.
Contribute to transforming the CLO and loans modeling platform by helping define and implement scalable, efficient, and controlled solutions for the analytics lifecycle.
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, address transaction challenges, support modernization initiatives, and respond to ad hoc client requests.
Mentor junior team members and foster analytical rigor, innovation, accountability, and continuous learning.