Senior Product Owner, POM

Jobtailor

Pennsylvania

On-site

USD 120,000 - 180,000

Full time

8 days ago
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Job summary

Jobtailor in United States, Pennsylvania is seeking a senior CLO/structured finance modeling professional to lead and enhance compliance, cash-flow modeling, and reporting processes.

You will build and stress test models, analyze indentures and deal documentation, and translate complex struct language into analytics and dashboards for stakeholders across finance, analytics, and technology teams.

Qualifications

  • Bachelor’s degree in a quantitative field or equivalent experience.
  • 3–5 years in financial modeling, structured finance, CLOs, or analytics.
  • Strong CLO/structured debt knowledge and financial modeling experience.
  • Experience building models and data-driven workflows in controlled environments.
  • Proficiency in Python, SQL, VBA, or R; advanced Excel skills.
  • Experience with Power BI, Alteryx, SharePoint or similar tools.
  • Ability to analyze large datasets and translate data into insights.
  • Excellent communication, problem-solving, and attention to detail.

Responsibilities

  • Develop, maintain, quality check, and enhance CLO compliance and waterfall models
  • Program and analyze collateral quality tests, coverage tests, concentration limits, payment structures, and cash flow mechanics
  • Analyze CLO indentures, offering memoranda, and related deal documentation
  • Translate structural language into modeling logic, analytics requirements, and reporting outputs
  • Build, review, and enhance investor reports, dashboards, and analytics
  • Cover compliance tests, noteholder distributions, asset-level information, and transaction metrics
  • Apply quantitative modeling, data analysis, and scenario-based thinking to stress test transactions
  • Evaluate portfolio behavior, structural performance, and model outcomes across CLO transactions
  • Source, integrate, and validate critical datasets with internal teams and data providers
  • Perform reviews, reconciliations, and trend analyses to identify modeling issues and strengthen controls
  • Contribute to transformation of the CLO/loans modeling platform
  • Support agentic and AI-enabled capabilities for document ingestion, clause analysis, data extraction, model setup, model QC, and exception identification
  • Collaborate across business, analytics, technology, and operations teams
  • Deliver process improvements, solve transaction challenges, support modernization initiatives, and handle ad-hoc client requests
  • Mentor junior team members

Skills

Financial Modeling
CLO Compliance
Data Analysis
Python
SQL
Advanced Excel
Power BI
Alteryx
SharePoint
Root-Cause Analysis
Scenario-Based Thinking
Trend Analysis
VBA
R
Cash Flow Mechanics

Education

Bachelor’s degree in Finance/ Economics/ Mathematics/ Statistics/ Data Science/ CS

Tools

Python
SQL
VBA
R
Power BI
Alteryx
SharePoint

Job description

  • Develop, maintain, quality check, and enhance CLO compliance and waterfall models
  • Program and analyze collateral quality tests, coverage tests, concentration limits, payment structures, and cash flow mechanics
  • Analyze CLO indentures, offering memoranda, and related deal documentation
  • Translate structural language into modeling logic, analytics requirements, and reporting outputs
  • Build, review, and enhance investor reports, dashboards, and analytics
  • Cover compliance tests, noteholder distributions, asset-level information, and transaction metrics
  • Apply quantitative modeling, data analysis, and scenario-based thinking to stress test transactions
  • Evaluate portfolio behavior, structural performance, and model outcomes across CLO transactions
  • Source, integrate, and validate critical datasets with internal teams and data providers
  • Perform reviews, reconciliations, and trend analyses to identify modeling issues and strengthen controls
  • Contribute to transformation of the CLO/loans modeling platform
  • Support agentic and AI-enabled capabilities for document ingestion, clause analysis, data extraction, model setup, model QC, and exception identification
  • Collaborate across business, analytics, technology, and operations teams
  • Deliver process improvements, solve transaction challenges, support modernization initiatives, and handle ad-hoc client requests
  • Mentor junior team members
Requirements
  • Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Financial Engineering, Data Science, Computer Science, or another highly quantitative discipline, or the equivalent combination of education and experience
  • 3–5 years of experience in financial modeling, structured finance, leveraged loans, CLOs, corporate trust analytics, data science, or related quantitative/analytical roles
  • Strong interest in or knowledge of CLOs, loans, structured debt products, transaction types, and related concepts
  • Experience building or supporting financial models, analytical tools, or data-driven workflows in a controlled business environment
  • Proficiency in one or more programming or analytical languages/tools such as Python, SQL, VBA, R, or similar technologies
  • Advanced Excel skills
  • Experience with analytics, workflow, or visualization platforms such as Power BI, Alteryx, SharePoint, or similar tools
  • Ability to work with large and complex datasets, perform root-cause analysis, and translate data into business and analytical insight
  • Strong problem-solving, intellectual curiosity, and attention to detail
  • Excellent written and verbal communication skills
  • Mindset oriented toward innovation, modernization, and continuous improvement
  • Enthusiasm for transforming structured credit analytics through technology and AI-enabled solutions
Core Competencies

Demonstrates expertise in financial modeling, structured finance, and data analysis, with a strong focus on CLOs and related structured debt products. Proficient in programming languages and analytical tools to enhance compliance and reporting processes while driving innovation in credit analytics.

Highest-signal resume keywords
  • Financial Modeling
  • CLO Compliance
  • Data Analysis
  • Python Programming
  • Advanced Excel Skills
Hard Skills
  • Financial Modeling
  • Data Analysis
  • Quantitative Modeling
  • CLO Compliance
  • Structured Finance
  • Analytical Tools
  • Root-Cause Analysis
  • Scenario-Based Thinking
  • Trend Analysis
  • Cash Flow Mechanics
Soft Skills
  • Problem-Solving
  • Intellectual Curiosity
  • Attention to Detail
  • Communication Skills
  • Mentoring
Industry Keywords
  • CLOs
  • Leveraged Loans
  • Structured Debt Products
  • Corporate Trust Analytics
  • Transaction Metrics
Tools & Technologies
  • Python
  • SQL
  • VBA
  • R
  • Power BI
  • Alteryx
  • SharePoint
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