Senior Specialist, Client Operations

BNY

. Own and run portfolio compliance and waterfall models .

Posted 10/13/2026full-timeHouston • Texas • United StatesSenior💰 $59,000 - $112,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial modeling, particularly in Collateralized Loan Obligations and structured finance, while effectively collaborating with clients and stakeholders to ensure accuracy and quality in reporting and analysis.

Highest-signal resume keywords

Financial ModelingCollateralized Loan Obligations (CLO)VBA/SQL ProficiencyQuantitative FinanceData Analytics

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingValuation ModelsData AnalyticsQuantitative FinanceCLO Reporting

Soft Skills

Guidance to Junior AnalystsCollaborationCommunication

Industry Keywords

Structured FinanceFixed-Income ReportingPortfolio ComplianceWaterfall Models

Tech Stack

Tools & technologies

SQLVBA

About the role

Key responsibilities & impact

Own and run portfolio compliance and waterfall models
Deliver quality first drafts to Client Service Managers according to agreed timelines
Liaise directly with clients to agree on test results and discuss inputs and parameters
Resolve basic modeling issues during reporting cycles
Collaborate with Position Services on complex or unusual data issues
Coordinate communication between Position Servicing and the Client Service Manager
Analyze and incorporate client and auditor feedback on model and test results
Support reporting on Collateralized Loan Obligations for internal stakeholders and external investors

Requirements

What you’ll need

Bachelor’s 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
Experience in CLO, structured finance, or fixed-income reporting preferred
Prior experience in financial modeling, valuation models, or data analytics
Proficiency in VBA/SQL valuable
Ability to provide guidance to junior analysts
Responsibility for accuracy and quality of own work and assigned project team members’ work

Benefits

Comp & perks

Highly competitive compensation
Wellbeing programs
Flexible global resources and tools
Generous paid leaves, including paid volunteer time
Annual discretionary incentive award eligibility
401(k) plan
Company-sponsored medical, dental, vision, and basic life insurance plans
Paid time off, including vacation and sick time