Senior Specialist, Loans Modeling & Analytics (CLO/CFO)

Archer; Pittsburgh (Allegheny County); On-site; USD 110,000 - 160,000; Full time

Job summary

Archer, in partnership with BNY, seeks a Senior Specialist, Loans Modeling & Analytics for the Corporate Trust Analytics Group. The role will be based in Houston, TX or Pittsburgh, PA and focus on CLO and loans analytics, model development, data integration, and modernization of the modeling platform.

You'll apply quantitative finance, data science, and AI-enabled approaches to transform how structured credit analytics is delivered, mentor teammates, and deliver scalable, controlled solutions

Qualifications

• Bachelor's degree in a highly quantitative discipline or equivalent combination of education and experience.
• 1-3 years in financial industry; 3-5 years in financial modeling/quantitative roles preferred.
• Strong knowledge of CLOs, loans, structured credit concepts.
• Experience building or supporting financial models, analytics tools, or data-driven workflows.
• Proficiency in Python, SQL, VBA, R, or similar technologies for workflow automation and analytics.
• Advanced Excel skills and experience with analytics/visualization platforms (Power BI, Alteryx, SharePoint).

Responsibilities

• Develop, maintain, and enhance CLO models, cash flow mechanics, and related tests to meet transaction documents.
• Translate complex legal documents into analytics requirements and reporting outputs.
• Create and improve investor reports, dashboards, and analytics for stakeholder reporting.
• Apply quantitative modeling and data analysis to stress test transactions and assess portfolio behavior.
• Collaborate with data providers to source, clean, and validate datasets ensuring data integrity.
• Identify modeling issues, perform reconciliations, and drive process improvements.

Skills

Quantitative reasoning

Analytical mindset

Strong communication

Mentoring

Education

Bachelor’s degree in Finance

Economics

Mathematics

Financial Engineering

Data Science

Computer Science

Tools

Python

SQL

R

VBA

Power BI

Alteryx

SharePoint

Job description

Archer is collaborating with BNY to connect them with exceptional professionals for this role.

We’re seeking a future team member for the role of Senior Specialist, Loans Modeling & Analytics to join our Corporate Trust Analytics Group. This role is located out of our Houston, TX or Pittsburgh, PA office.

This is a unique opportunity for a high-performing professional with a background in loan markets, quantitative finance, financial engineering, modeling, data science, and/or analytics to work at the intersection of structured credit modeling, loans product management, technology, and analytics transformation.

In this role, you will help shape the future-state operating model for CLO and loans analytics, contributing not only to model and investor report development, but also to the modernization of our modeling platform and leverage agentic and AI-enabled capabilities across the workflow. This includes opportunities to support solutions for CLO document review, data extraction, model development, quality control, analytics generation, and process automation.

In this role, you’ll make an impact in the following ways:

• Develop, maintain, quality check, and enhance CLO compliance and waterfall models, including programming and analysis of collateral quality tests, coverage tests, concentration limits, payment structures, and cash flow mechanics to ensure adherence to governing transaction documents.
• Analyze and interpret complex legal and transaction documents, including CLO indentures, offering memoranda, and related deal documentation, translating structural language into analytics requirements, modeling logic, and reporting outputs.
• Build, review, and enhance investor reports, dashboards, and analytics covering compliance tests, noteholder distributions, asset-level information, and other key transaction metrics to support accurate and timely stakeholder reporting.
• Apply quantitative modeling, data analysis, and scenario-based thinking to stress test transactions and evaluate portfolio behavior, structural performance, and model outcomes across CLO transactions.
• Partner with internal teams and data providers to source, integrate, and validate critical datasets, ensuring strong data integrity across model inputs, calculations, and outputs.
• Perform detailed reviews, reconciliations, and trend analyses to identify modeling issues, improve performance, strengthen controls, and support continuous enhancement of analytics processes and outputs in alignment with evolving market conditions and transaction structures.
• Contribute to the transformation of the CLO / loans modeling platform, helping to define and implement scalable, efficient, and controlled solutions that improve the end-to-end analytics lifecycle.
• Support the adoption of agentic and AI-enabled capabilities to enhance document ingestion, clause analysis, data extraction, model setup, model QC, exception identification, and other high-value analytical workflows.
• Collaborate across business, analytics, technology, and operations teams to align on transaction requirements, deliver process improvements, solve complex transaction challenges, and support strategic modernization initiatives and ad-hoc client requests.
• Mentor junior team members and help foster a culture of analytical rigor, innovation, accountability, and continuous learning.

To be successful in this role, we’re seeking the following:

• 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.
• 1-3 years of experience in a financial industry required and 3-5 years of experience in financial modeling, structured finance, leveraged loans, CLOs, corporate trust analytics, data science, or related quantitative/analytical roles preferred.
• Strong interest in or knowledge of CLOs, loans, structured credit 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 used for workflow automation, model logic, data analysis, and quality control.
• Advanced Excel skills and experience with analytics, workflow, or visualization platforms such as Power BI, Alteryx, SharePoint, or similar tools.
• Demonstrated 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, with the ability to evaluate complex transaction structures and produce accurate, high-quality outputs.
• Excellent written and verbal communication skills, including the ability to explain technical or structural concepts clearly to a range of stakeholders.
• A mindset oriented toward innovation, modernization, and continuous improvement, with enthusiasm for helping transform how structured credit analytics is delivered through technology and AI-enabled solutions.

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what is all about. Join us and be part of something extraordinary.