CLO Operations & Client Analytics Lead

State Street Corporation; Quincy (MA); On-site; USD 60,000 - 101,000; Full time

Benefits offered by this job

Retirement savings plan (401K) with 公司

Insurance coverage (life/medical/dent/

Paid time off including vacation and S

Employee Assistance Program

Incentive compensation eligibility

Tax-advantaged savings plans

Job summary

State Street Corporation is seeking a business analyst within the Structured Trust and Analytics group to manage client relationships and oversee deliverables across CLOs and bank loans. The role involves onboarding deals, training staff, and coordinating with internal teams to ensure accurate reporting and payment calculations.

The ideal candidate has 3+ years in an investment firm, strong communication skills, and a detail-oriented, problem-solving mindset.

Qualifications

• Bachelor’s degree in accounting, finance, or economics.
• 3+ years of experience in an investment firm.
• Managing client relationships and overseeing staff and deliverables.
• Managing and manipulating large amounts of data.
• Creating Excel-based models for tests and parameters in legal documents (CLOs/Bank Loans).
• Interpreting Indentures, Credit Agreements and Offering Memorandums.
• Experience with credit instruments (senior secured loans and high yield bonds).
• Knowledge of systems: Wall Street Office, MS Excel, MS Outlook, Solvas, LoanOps Portal, My State Street, Bloomberg, LS Fax, Collaborate.

Responsibilities

• Manage client relationships and generate new business leads.
• Onboard new deals according to company and group procedures.
• Train staff on deal mechanics and service requirements.
• Manage client deliverables including oversight of hypothetical trade tests.
• Oversee monthly and quarterly reporting and payment date distributions.
• Collaborate with internal groups at State Street.
• Lead new initiatives and special projects.

Skills

Client relationships

Project management

Data analysis

Financial modeling

Credit instruments

Attention to detail

Education

Bachelor’s degree in accounting/finance/economics

Tools

Wall Street Office

MS Excel

MS Outlook

Bloomberg

LoanOps Portal

My State Street

Job description

State Street Corporation is seeking a business analyst within the Structured Trust and Analytics group to manage client relationships and oversee deliverables across CLOs and bank loans. The role involves onboarding deals, training staff, and coordinating with internal teams to ensure accurate reporting and payment calculations.

The ideal candidate has 3+ years in an investment firm, strong communication skills, and a detail-oriented, problem-solving mindset.