Lead Client Services Analyst — CLOs & Leverage Fin (Remote)

Western Alliance Bank; Maryland; On-site; USD 83,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Ownership stake

Medical and dental insurance

Paid time off

401k matching

Tuition assistance

Employee volunteer program

Wellness program

Job summary

Western Alliance Bank is seeking a Client Services Analyst III to manage a book of CLOs and Leverage Finance Facilities, delivering high‑quality client service and timely reporting to the client base. You will handle day‑to‑day operations with minimal supervision, set up payment calculations, perform data reconciliation, and coordinate with asset managers, investors, auditors, and rating agencies.

The role includes leading client proposals and projects, with compensation aligned to experience

Qualifications

• 5+ years of related experience or similar field.
• High school diploma required; Bachelor's degree preferred.
• Intermediate to advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
• Intermediate to advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
• Intermediate to advanced TranStar experience preferred.
• Intermediate speaking and writing communication skills.

Responsibilities

• Create technical report specifications from indenture language.
• Set up payment calculations in in-house systems.
• Receive, map, and reconcile periodic collateral data.
• Compile monthly, quarterly and annual payment and tax reports.
• Coordinate with operations teams to ensure correct payments are received and made.
• Perform quality control review of reports, meeting timeliness and accuracy standards.
• Perform portfolio compliance tests on a selection of structured fixed income deals (trade testing).
• Perform quality control review of reports, meeting timeliness and accuracy standards.
• Frequent interaction with asset managers, investors, auditors, and rating agencies.
• Responsible for ensuring excellent service delivery to a book of Loan Clients in the Corporate Trust business.
• Participate in new client proposals. Lead business-related projects.
• Make tax elections, file for EIN’s, and track residual holder transfers. Read and interpret trust indentures with regard to reporting requirements.

Skills

Client relations

Banking operations

Regulatory compliance

Communication skills

Project leadership

Education

High school diploma

Bachelor's degree preferred

Tools

TranStar

Job description

Western Alliance Bank is seeking a Client Services Analyst III to manage a book of CLOs and Leverage Finance Facilities, delivering high‑quality client service and timely reporting to the client base. You will handle day‑to‑day operations with minimal supervision, set up payment calculations, perform data reconciliation, and coordinate with asset managers, investors, auditors, and rating agencies.

The role includes leading client proposals and projects, with compensation aligned to experience