Talent.com
Collateralized Loan Obligation (CLO) Analyst, Officer

Collateralized Loan Obligation (CLO) Analyst, Officer

State StreetQuincy, MA, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Business Analyst Role

This is a business analyst level role within the Structured Trust and Analytics group at State Street. The position interacts with all levels of professionals both internally and externally. Therefore, strong intrapersonal and communication skills are required. Candidates must understand structured finance transactions, have a strong client focus, be able to perform well under pressure and successfully manage multiple assignments at one time.

The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS' tools help our clients make better investment choices and act on growth opportunities. Join us if making your mark in the financial services industry from day one is a challenge you are up for.

What you will be responsible for :

  • Manage client relationships and generate new business leads
  • Onboard new deals according to company and group procedures
  • Train staff on deal mechanics and service requirements
  • Manage client deliverables including oversight of :

Hypothetical trade tests

  • Monthly and quarterly reporting
  • Payment date calculations and distributions.
  • Manage and collaborate with internal groups at State Street.
  • Lead new initiatives and special projects.
  • What we value :

  • Managing client relationships.
  • Overseeing staff and deliverables.
  • Managing and manipulate large amounts of data.
  • Creating Excel-based models to measure various tests and parameters outlined in legal documents, preferable related to CLOs / Bank Loans.
  • Interpreting and comprehending legal documentation such as Indentures, Credit Agreements and Offering Memorandums.
  • Working with credit instruments (senior secured loans and high yield bonds).
  • Education & Preferred Qualifications :

  • Systems experience : Wall Street Office, MS Excel, MS Outlook, CDO Suite, LoanOps Portal, My State Street, Bloomberg, LS Fax, Collaborate
  • Additional requirements :

  • A strong work ethic and a positive attitude.
  • Excellent time management skills and ability to prioritize deadline-driven workflow.
  • Ability to work well within a team and operate independently on short- and long-term goals.
  • Detail-oriented and a natural problem solver; have the resolve to independently research problems and offer solutions.
  • Excellent intrapersonal & communication skills via phone and email.
  • Passion for improving systems and processes.
  • About State Street :

    What we do : State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

    Work, Live and Grow : We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

    Inclusion, Diversity and Social Responsibility : We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

    State Street is an equal opportunity and affirmative action employer.

    Discover more at StateStreet.com / careers

    Salary Range : $60,000 - $90,000 Annual

    The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

    Job Application Disclosure : It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

    serp_jobs.job_alerts.create_a_job

    Loan Officer • Quincy, MA, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Citizens Banker

    Citizens Banker

    CitizensPLYMOUTH, Massachusetts, United States
    serp_jobs.job_card.full_time
    They devote their time getting to know their customers and building lasting relationships by providing trusted advice.Are you outgoing? Do you get satisfaction out of helping others and offering so...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Remote Financial Analyst - AI Trainer

    Remote Financial Analyst - AI Trainer

    Data AnnotationAttleboro, Massachusetts
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Board Certified Behavior Analyst

    Board Certified Behavior Analyst

    South Shore Autism Center LLCNorwell, MA, US
    serp_jobs.job_card.full_time
    An SSAC Behavior Analyst is an experienced BCBA who demonstrates strong clinical skills, commitment to supervising a team of behavior therapists, and excellent communication with parents, superviso...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Credit Analyst II

    Senior Credit Analyst II

    BankTalent HQNatick, MA, United States
    serp_jobs.job_card.full_time
    Performs commercial credit analysis and recommends appropriate credit structure on the most complex credit relationships in conformance with established policies, procedures, and objectives.Perform...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Collateralized Loan Obligation (CLO), Senior Associate

    Collateralized Loan Obligation (CLO), Senior Associate

    State StreetQuincy, MA, US
    serp_jobs.job_card.full_time
    Senior Associate, Structured Trust and Analytics.Under the supervision of the Assistant Vice President, the Senior Associate, Structured Trust and Analytics, is responsible for the day to day activ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Collateral Specialist II

    Collateral Specialist II

    Rockland TrustMiddleboro, MA, US
    serp_jobs.job_card.full_time
    Rockland Trust is currently seeking a Collateral Specialist II for our Loan Operations team.The Collateral team is responsible for releasing collateral attached to paid loans within established reg...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Lead, Systems Engineer (Cost Engineer - TruePlanning))

    Lead, Systems Engineer (Cost Engineer - TruePlanning))

    L3Harris TechnologiesGLOUCESTER, Massachusetts, United States
    serp_jobs.job_card.full_time
    L3Harris is dedicated to recruiting and developing high-performing talent who are passionate about what they do.Our employees are unified in a shared dedication to our customers’ mission and quest ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Texas Licensed Mortgage Loan Officer

    Texas Licensed Mortgage Loan Officer

    VirtualVocationsLowell, Massachusetts, United States
    serp_jobs.job_card.full_time
    A company is looking for a Loan Officer in TX, AZ, or TN.Key Responsibilities Perform activities requiring an NMLS Loan Originator license Review applications from manufactured home retailer par...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    South Carolina Licensed Loan Officer

    South Carolina Licensed Loan Officer

    VirtualVocationsLowell, Massachusetts, United States
    serp_jobs.job_card.full_time
    A company is looking for a Reverse Mortgage Inside Sales Loan Officer.Key Responsibilities Analyze customers' financial situations to provide tailored financial solutions Build rapport with pote...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Remote Commercial Banking Analyst - AI Trainer

    Remote Commercial Banking Analyst - AI Trainer

    Data AnnotationAttleboro, Massachusetts
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Remote Finance Director - AI Trainer

    Remote Finance Director - AI Trainer

    Data AnnotationBrockton, Massachusetts
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Remote Financial Planner - AI Trainer

    Remote Financial Planner - AI Trainer

    Data AnnotationAttleboro, Massachusetts
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Lead Consumer Insights Analyst

    Lead Consumer Insights Analyst

    SharkNinjaNeedham, MA, United States
    serp_jobs.job_card.full_time
    SharkNinja is a global product design and technology company, with a diversified portfolio of 5-star rated lifestyle solutions that positively impact people’s lives in homes around the world.Powere...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Transaction Monitoring Analyst

    Transaction Monitoring Analyst

    VirtualVocationsDorchester, Massachusetts, United States
    serp_jobs.job_card.full_time
    A company is looking for a Transaction Monitoring Analyst.Key Responsibilities Monitor and analyze transactions for compliance with regulations Investigate suspicious activities and prepare repo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Mortgage Loan Officer

    Mortgage Loan Officer

    Bangor Savings BankAndover, MA, US
    serp_jobs.job_card.full_time
    Working under the directives and goals set forth by the Regional Mortgage Development Manager, each MLO is responsible for the production of mortgage originations within assigned geography.Assists ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Reverse Mortgage Loan Officer

    Reverse Mortgage Loan Officer

    VirtualVocationsDorchester, Massachusetts, United States
    serp_jobs.job_card.full_time
    A company is looking for a Reverse Mortgage Inside Sales Loan Officer.Key Responsibilities Listen to and analyze customers' financial situations to provide tailored financial solutions Build rap...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Texas Licensed Loan Officer Assistant

    Texas Licensed Loan Officer Assistant

    VirtualVocationsLowell, Massachusetts, United States
    serp_jobs.job_card.full_time
    A company is looking for a Licensed Loan Officer Assistant (Bilingual Spanish).Key Responsibilities Communicates with customers, real estate agents, and escrows at the start of the transaction C...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Remote Senior Financial Analyst - AI Trainer

    Remote Senior Financial Analyst - AI Trainer

    Data AnnotationAttleboro, Massachusetts
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30