Loans Modeling & Analytics Specialist (CLO) — AI Platform Modernization

BNY; Pittsburgh (Allegheny County); On-site; USD 110,000 - 180,000; Full time

Job summary

BNY is seeking a Senior Specialist in Loans Modeling & Analytics to drive CLO and loan analytics within the Corporate Trust Analytics Group. The role spans model development, platform modernization, and AI-enabled workflow enhancements across document review, data extraction, and reporting.

The candidate will analyze complex legal and deal documents, build investor reports, and partner with data providers to ensure data integrity.

Qualifications

• Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Financial Engineering, Data Science, Computer Science, or related quantitative field.
• 3–5 years of experience in financial modeling, structured finance, leveraged loans, CLOs, corporate trust analytics, data science, or related quantitative/analytical roles.
• Proficiency in programming or analytical languages/tools such as Python, SQL, VBA, R, or similar for workflow automation, model logic, data analysis, and quality control.
• Advanced Excel skills and experience with analytics, workflow, or visualization platforms (Power BI, Alteryx, SharePoint).

Responsibilities

• Develop, maintain, quality check, and enhance CLO compliance and waterfall models.
• Analyze and interpret CLO indentures, offering memoranda, and related deal documents.
• Build, review, and enhance investor reports, dashboards, and analytics for compliance tests and distributions.
• Apply quantitative modeling and data analysis to stress test transactions and evaluate portfolio behavior.
• Partner with internal teams and data providers to source, integrate, and validate critical datasets.
• Perform detailed reviews, reconciliations, and trend analyses to improve analytics processes.
• Contribute to transforming the CLO/loans modeling platform and adopting AI-enabled capabilities.
• Collaborate across business, analytics, technology, and operations teams to drive improvements.
• Mentor junior team members and foster a culture of rigor and continuous learning.

Skills

Analytical mindset

Problem solving

Communication skills

Attention to detail

Team mentorship

Education

Bachelor's degree in Finance/Math/Stats/Quantitative field

Tools

Python

SQL

VBA

R

Power BI

Job description

BNY is seeking a Senior Specialist in Loans Modeling & Analytics to drive CLO and loan analytics within the Corporate Trust Analytics Group. The role spans model development, platform modernization, and AI-enabled workflow enhancements across document review, data extraction, and reporting.

The candidate will analyze complex legal and deal documents, build investor reports, and partner with data providers to ensure data integrity.