Senior Vice President, Client Processing

BNY Mellon; Houston (TX); On-site; USD 180,000 - 300,000; Full time

Job summary

BNY Mellon in Houston is seeking a Senior Vice President, Client Operations - CLO Reporting to lead the Structured Debt Client Platform. You will own portfolio compliance and waterfall models, delivering high-quality first drafts to CSMs and ensuring alignment with timelines.

The role emphasizes partnering with Analytics, Operations, Client Service and Position Services to ensure accurate reporting, incorporate client and auditor feedback, and guide junior team members while maintaining a

Qualifications

• Bachelor's degree in Business, Finance, or related field required.
• Advanced degree or professional certification preferred.
• 7–12 years of experience preferred.
• Experience in CLO, structured finance, or fixed‑income reporting preferred.
• Experience in quantitative finance and technology preferred.
• Proficiency in VBA/SQL will be valuable.
• No direct reports; provides guidance to team members and is responsible for own work.

Responsibilities

• Own and run portfolio compliance and waterfall models, delivering a high-quality first draft to CSMs in alignment with timelines.
• Partner with Analytics, Operations, Client Service, Position Services, and other stakeholders to ensure accurate reporting and effective issue resolution.
• Review, analyze, and incorporate client and auditor feedback on test results, model outputs, and reporting deliverables.
• Provide senior oversight across the reporting workflow, ensuring operational excellence, transparent communication, and timely escalation of complex issues, while guiding junior analysts and contributing to the accuracy and quality of assigned work.

Skills

Portfolio reporting

Quantitative finance

Stakeholder collaboration

Mentoring juniors

Education

Bachelor's degree in Business/Finance

Advanced degree or professional certification

Tools

VBA

SQL

Job description

We're seeking a future team member for the role of Senior Vice President, Client Operations - CLO Reporting to join our Structured Debt Client Platform team. This role is located in Houston

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

• Own and run portfolio compliance and waterfall models, delivering a high-quality first draft to CSMs in alignment with agreed timelines
• Partner with Analytics, Operations, Client Service, Position Services, and other stakeholders to ensure accurate reporting and effective issue resolution
• Review, analyze, and incorporate client and auditor feedback on test results, model outputs, and reporting deliverables
• Provide senior oversight across the reporting workflow, ensuring operational excellence, transparent communication, and timely escalation of complex issues, while guiding junior analysts and contributing to the accuracy and quality of assigned work

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

• Bachelor's degree in Business, Finance, or a related field
• Advanced degree or professional certification preferred
• 7-12 years of experience preferred
• Experience in quantitative finance and technology preferred
• Experience in CLO, structured finance, or fixed‑income reporting preferred
• Prior experience in an analytical role such as financial modeling, valuation models, or data analytics
• Proficiency in VBA/SQL will be valuable
• No direct reports; provides guidance to team member and is primarily responsible for the accuracy and quality of own work and the work of assigned project team members