Job#: 3024100 Job Description: We're seeking a future team member for the role of
Senior Vice President, CLO Client Reporting Manager to join our
Structured Debt Client Platform team. This role is located in
Houston, TX.
Overview:- As part of 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 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:- Manage a large team of data management and/or quantitative analysis professionals who prepare data sets and conduct statistical, financial, and econometric modeling for internal or external clients.
- Oversee data management and/or quantitative analysis activities for the assigned area, providing insights and implementing process improvements.
- Manage data vendor relationships, system costs, and contracts, and oversee new data-related technology enhancements and implementations.
- Recruit, direct, motivate, and develop staff, ensuring compliance with Bank standards and best practices, and deliver reports and presentations to senior leaders.
- 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:- Bachelor's degree or the equivalent combination of education and experience.
- 5-7 years of total work experience with at least 0-1 years in management preferred.
- Experience in financial services preferred.
- Proven ability to manage large teams and coordinate resources effectively.
- Strong communication skills with the ability to translate technical concepts to non-technical audiences.
- 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.
Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico. Apex uses a virtual recruiter as part of the application process. Click for more details.
Apex Benefits Overview: Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Apex team member can provide.
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