Senior Vice President, Client Processing
About The Position
We're seeking a future team member for the role of Senior Vice President, Client Operations - CLO Reporting to join our Structured Debt Client Platform team. This role is located in Houston. In this role, you'll make an impact by owning and running portfolio compliance and waterfall models, delivering a high-quality first draft to CSMs in alignment with agreed timelines. You will partner with Analytics, Operations, Client Service, Position Services, and other stakeholders to ensure accurate reporting and effective issue resolution. You will review, analyze, and incorporate client and auditor feedback on test results, model outputs, and reporting deliverables. You will provide senior oversight across the reporting workflow, ensuring operational excellence, transparent communication, and timely escalation of complex issues, while guiding junior analysts and contributing to the accuracy and quality of assigned work.
Requirements
- Bachelor's degree in Business, Finance, or a related field
- Experience in quantitative finance and technology preferred
- Experience in CLO, structured finance, or fixed-income reporting preferred
- Prior experience in an analytical role such as financial modeling, valuation models, or data analytics
- Proficiency in VBA/SQL will be valuable
Nice To Haves
- Advanced degree or professional certification preferred
- 7-12 years of experience preferred
Responsibilities
- Own and run portfolio compliance and waterfall models, delivering a high-quality first draft to CSMs in alignment with agreed timelines
- Partner with Analytics, Operations, Client Service, Position Services, and other stakeholders to ensure accurate reporting and effective issue resolution
- Review, analyze, and incorporate client and auditor feedback on test results, model outputs, and reporting deliverables
- Provide senior oversight across the reporting workflow, ensuring operational excellence, transparent communication, and timely escalation of complex issues, while guiding junior analysts and contributing to the accuracy and quality of assigned work
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What This Job Offers
Job Type
Full-time
Career Level
Senior
