Client Services Analyst

Virtual Vocations Inc

Managing client relationships, the full-time Client Services Analyst III will ensure excellent service delivery to a portfolio of clients managing Collateral Loan Obligations (CLOs) and Leverage Finance Facilities while working remotely. Key responsibilities Create technical report specifications from indenture language and set up payment calculations in various in-house systems Compile and reconcile periodic collateral data, and prepare monthly, quarterly, and annual payment and tax reports Perform quality control reviews of reports and conduct portfolio compliance tests on structured fixed income deals Required qualifications 5+ years of related experience in a similar field High school diploma required; Bachelor's degree in a related field preferred Intermediate to advanced knowledge of general banking operations and regulatory compliance Preferred intermediate to advanced experience with TranStar Intermediate speaking and writing communication skills

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Vacancy posted 3 days ago

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