Structured Trust and Analytics, Officer
Core
Business analyst supporting structured finance transactions, client onboarding, and deal mechanics oversight for asset owners and managers.
Role type
Business Analyst (Structured Finance)
Builds
Client deliverables including hypothetical trade tests, monthly/quarterly reporting, and payment date calculations for structured products like CLOs and Bank Loans.
Domain
Financial Services / Structured Finance
Deliverable
client delivery
Required skills
Client relationship management, deal mechanics knowledge, legal document interpretation (Indentures, Credit Agreements), credit instrument analysis, data management, Excel modeling
Preferred skills
Systems experience (Wall Street Office, CDO Suite, LoanOps Portal, Bloomberg), training staff, leading special projects
Responsibilities
Manage client relationships and generate new business leads, onboard new deals, train staff on deal mechanics, oversee client deliverables (trade tests, reporting, calculations), collaborate with internal groups, lead new initiatives
Seniority
Business Analyst level