Senior CLO Trustee Reporting & Compliance Analyst

Jobtailor; Massachusetts; On-site; USD 90,000 - 140,000; Full time

Job summary

Jobtailor in Massachusetts is seeking a data analytics and data management professional to model CLOs, maintain compliance calculations, and build reporting dashboards that deliver reliable insights for investors and managers.

You will analyze large datasets, translate business questions into analytical tasks, and present findings to senior management while collaborating with IT to improve reporting infrastructure and efficiency.

Qualifications

• 3+ years of related experience in Data Analytics & Data Management or a similar field.
• Intermediate experience with data analysis tools such as SQL and Excel.
• Intermediate experience with data visualization platforms such as Tableau and Power BI.
• Experience with Solvas/CDO Suite/WSO platforms required.
• Experience building or maintaining Power BI reporting solutions, including modeling, DAX, report layouts, and data transformation.

Responsibilities

• Model newly onboarded CLOs and Leveraged Loan Facilities.
• Maintain ongoing compliance calculations.
• Produce trustee reporting for arrangers, managers, and investors.
• Develop, maintain, and improve reporting solutions.
• Analyze large datasets and provide actionable stakeholder insights.
• Collaborate with internal parties to deliver accurate, timely, and compliant calculations.
• Build, maintain, and validate compliance and reporting dashboards and tools.
• Uphold data and reporting standards across projects.
• Identify and develop automation techniques for efficient processes.
• Perform scenario updates, test result validation, and reconciliations.
• Translate business questions into analytical tasks supporting strategic decisions.
• Present analytical findings and recommendations to senior management.
• Design and implement systems ensuring data accuracy and reliability.
• Perform validation and quality checks.
• Collaborate with IT teams to enhance reporting infrastructure and efficiency.

Job description

Jobtailor in Massachusetts is seeking a data analytics and data management professional to model CLOs, maintain compliance calculations, and build reporting dashboards that deliver reliable insights for investors and managers.

You will analyze large datasets, translate business questions into analytical tasks, and present findings to senior management while collaborating with IT to improve reporting infrastructure and efficiency.