Trust Reporting Analyst Manager - Collateralized Loan Obligation
Core
Lead a team of CLO Trust Reporting Analysts to manage investor reporting for Collateralized Loan Obligation (CLO) structured finance vehicles, ensuring quality, timeliness, and compliance for complex debt and equity liabilities.
Role type
Senior IC manager (trust reporting & structured finance)
Builds
Management and exception reports for CLO investors
Domain
Structured finance / Fixed income / Trust services
Required skills
Team leadership, policy development, performance management, structured finance transaction knowledge, fixed income systems, accounting principles, loan servicing operations, regulatory compliance
Preferred skills
Global Structured Finance unit knowledge, complex structure evaluation, customer service, analytical problem-solving
Technologies
Fixed income systems
Responsibilities
Hire, train, and coach staff; develop unit policies and procedures; prepare and review management and exception reports; evaluate new business opportunities for moderately complex structures; serve as subject matter expert for specific deal types and servicers
Seniority
Manager, hands-on leadership