CareerPlan

Structured Trust and Analytics, Officer

Quincy, Massachusetts, USFull-time$60k2026-10-15 → 2026-11-11

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