Client Services

Operations Analyst (Loans/CLO Asset Management, with Structured Credit Expertise) – Locations: Dallas or Houston TX

Key Responsibilities:

• Analyze and interpret transaction and credit documentation across diverse financial products
• Develop cash flow and payment models for internal and external reporting systems
• Prepare, review, and validate a variety of performance and compliance reports
• Identify and resolve discrepancies through data mapping and reconciliation processes
• Conduct rigorous quality control reviews to ensure data accuracy and reporting integrity
• Establish and refine performance indicators and quality benchmarks
• Oversee execution of financial events, ensuring timely notification and communication

Core Qualifications:

• Undergraduate degree in a finance-related discipline is preferred
• Minimum 5 years of relevant professional experience
• Must be authorized to work in the U.S. without the need for current or future sponsorship

Preferred Expertise:

• In-depth understanding of structured finance transactions, including various asset types
• Strong command of syndicated loan settlement procedures and related systems
• Hands-on experience with compliance modeling for structured credit instruments
• Proficient in Office tools, particularly with strong Excel capabilities
• Effective communicator with strong attention to detail
• Comfortable in fast-paced environments; excels at analytical problem solving
• Skilled at managing competing deadlines and balancing multiple deliverables
• Self-motivated with a focus on timely, accurate execution
• Proactive in workflow management and client service alignment
• Adheres to and champions internal process standards and best practices
• Encourages knowledge exchange and continuous learning within the team