BNY Logo

BNY

Senior Specialist, Client Operations

Posted One Month Ago
Be an Early Applicant
Hybrid
Houston, TX
Senior level
Hybrid
Houston, TX
Senior level
Lead end-to-end trade processing through settlement, overseeing task allocation, controls, quality, risk management, client escalations, compliance, and stakeholder communication. Manage and develop the team through workload planning, coaching, training, and performance reviews. Identify process risks, conduct root cause analysis, implement corrective actions, drive automation and AI adoption, and coordinate operational change initiatives.
The summary above was generated by AI

We’re seeking a future team member for the role of Senior Specialist, Client Operations - CLO Reporting to join our Structured Debt Client Platform team. This role is located in Pittsburgh, PA.

Overview:

  • As part of BNY’s Corporate Trust business (Structured Debt Platform), the CLO Reporting Analyst Team delivers timely, accurate, and insightful reporting on Collateralized Loan Obligations for internal stakeholders and external investors.
  • You will be a partner through Analytics, Operations. Client Service and other stakeholders
  • This role supports BNY’s strategic pillars—Be More for our Clients, Run our Company Better, and Power our Culture—by ensuring transparent communication, operational excellence, and a collaborative mindset.

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

  • Owns and runs portfolio Compliance and waterfall Models and deliver quality 1st draft to CSM: CLO Reporting team will be responsible for running the CLO Compliance and waterfall model and prepare draft periodic reports based on agreed timeline between CSMs and RAs.
  • Agree tests with client: Reporting analysts will liaise directly with clients to agree on the tests results. This includes discussions and agreement on inputs/parameters impacting tests.
  • Resolve basic modelling issues: Reporting team will also own fixing basic modeling issues highlighted during the reporting cycle. For significant model change, Analytics team will get involved.
  • Engage Position Services to resolve exceptional data issues identified: For more complex or unusual data problems, reporting team will collaborate with Position Services to get those sorted out efficiently.
  • Operates between Position Servicing and CSM: This team will act as the go-between for Position Servicing and the Client Service Manager, making sure communication flows smoothly and tasks are coordinated.
  • Analyze and incorporate Client/Auditor feedback on test results: Reporting team will be responsible to work on any client/auditor feedback related to models/ test results.

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

  • Bachelors degree or the equivalent combination of education and experience is required.
  • 5-7 years of total work experience preferred. 
  • Experience in quantitative finance and technology preferred.
  • Any experience in CLO, structured finance, or fixed-income reporting will be preferred.
  • Prior experience in Analytical role like Financial modeling, valuation models, Data Analytics.
  • Proficiency in VBA/SQL will be valuable.
  • No direct reports; provides guidance to more junior analysts and is primarily responsible for the accuracy and quality of own work and the work of assigned project team members.
About Us

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 #LifeAtBNY is all about. Join us and be part of something extraordinary. About the Team

At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn

 Here’s a few of our recent awards:

  • America’s Most Innovative Companies, Fortune, 2025
  • World’s Most Admired Companies, Fortune 2025
  • “Most Just Companies”, Just Capital and CNBC, 2025

    Our Benefits and Rewards:

    BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

    BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

    BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting. 

    Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

    If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

    Similar Jobs

    2 Months Ago
    In-Office
    Senior level
    Senior level
    Fintech • Financial Services
    Run CLO compliance and waterfall models, prepare draft periodic reports, liaise with clients to agree test results, resolve basic modeling and data issues, coordinate between Position Servicing and Client Service Managers, and incorporate client/auditor feedback.
    Top Skills: SQLVBA
    21 Seconds Ago
    Hybrid
    64K-85K Annually
    Entry level
    64K-85K Annually
    Entry level
    Automotive • Professional Services • Software • Consulting • Energy • Chemical • Renewable Energy
    Conducts HVAC product testing and compliance evaluations under UL requirements. Defines test scopes, specifications, programs, and schedules; coordinates laboratory technicians; examines samples; resolves engineering and variation issues; prepares reports and service procedures; and communicates project status, technical requirements, costs, and results to clients. The role also supports test method and equipment development, file reviews, continuous improvement, and occasional client-site testing or industry representation.
    Top Skills: Hvac TestingMS OfficeProduct Compliance TestingUl Standards
    29 Seconds Ago
    In-Office
    Senior level
    Senior level
    eCommerce • Information Technology • Internet of Things • Mobile • On-Demand • Retail • Software
    Manages relationships with big-box retail partners and vendors to maximize sales, maintain brand standards, and improve partner performance. Responsibilities include field sales operations, partner training, audits, business reviews, growth planning, merchandising, staffing, events, performance reporting, and onboarding new partners. The role is primarily field-based, requiring frequent territory travel, retail-hour flexibility, reliable transportation, and a valid driver’s license.
    Top Skills: ExcelMicrosoft Office SuiteOutlookPowerPointWord

    What you need to know about the Los Angeles Tech Scene

    Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.

    Key Facts About Los Angeles Tech

    • Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
    • Major Tech Employers: Snap, Netflix, SpaceX, Disney, Google
    • Key Industries: Artificial intelligence, adtech, media, software, game development
    • Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
    • Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
    • Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering

    Sign up now Access later

    Create Free Account

    Please log in or sign up to report this job.

    Create Free Account