Senior Client Services Analyst (contract)

At BNY, our culture allows us to run our company better and enables you to grow and succeed. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what is all about. Join us and be part of something extraordinary. Job Summary We are seeking a Senior Client Services Analyst to support Collateralized Loan Obligations (CLOs) and loan portfolios within a client-facing operations environment. This role focuses on end-to-end oversight of complex client accounts, including transaction management, reporting, and issue resolution, while serving as a key escalation point for both clients and internal teams. This role is based in Houston, TX offering a hybrid schedule of 4 days onsite. Key Responsibilities Client & Portfolio Oversight: Manage day-to-day operations of assigned CLOs and loan portfolios, ensuring high-quality client service and operational accuracy Transaction Management: Oversee cash and trade activity across loans, bonds, and structured products, ensuring timely execution and issue resolution Reporting & Review: Lead preparation and review of monthly and quarterly client reports, validating performance data and ensuring timely delivery Client Engagement: Serve as a primary point of contact for clients, participating in meetings, documenting outcomes, and driving follow-ups to completion Escalation Management: Act as a senior escalation point for complex operational and client issues, ensuring resolution and risk mitigation Reconciliation & Analysis: Analyze portfolio data, perform reconciliations, and investigate discrepancies across cash, trades, and positions Cross-Functional Collaboration: Partner with front office, relationship managers, accounting teams, and global stakeholders to support client deliverables Process Improvement: Identify and implement process enhancements to improve efficiency, controls, and client experience Partner Oversight: Monitor and manage activities performed by internal and external service partners, escalating concerns as needed Mentorship & Leadership: Support training and development of junior team members, providing guidance on client-specific requirements and best practices Qualifications 5+ years of experience in financial services, client operations, or client-facing roles Strong experience with loan products, CLOs, or structured finance assets Proven ability to manage client relationships and handle complex portfolios Strong analytical and problem-solving skills with attention to detail Advanced proficiency in Excel (pivot tables, lookups, data aggregation) Excellent communication and organizational skills in a fast-paced environment Bachelor’s degree required Preferred Experience Experience in Corporate Trust or similar roles within financial markets Knowledge of syndicated loans, bilateral loans, or real estate loan products Experience reviewing deal documentation and understanding risk/control frameworks Familiarity with managed accounts and transaction management processes Exposure to front-office stakeholders such as portfolio or relationship managers Experience using AI tools (e.g., internal agents, automation tools) to enhance workflows Why Join Us This role offers the opportunity to work on complex CLO and loan portfolios while partnering closely with clients and front-office stakeholders. With exposure to structured finance products and leadership responsibilities, this is an excellent opportunity for experienced professionals looking to advance their career in financial services operations. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here’s a few of our recent awards: America’s Most Innovative Companies, Fortune, 2025 World’s Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Pay Rate Range 30.4 - 38 USD hourly Additional Notes Applications will be accepted on an ongoing basis. This posting is for a contract assignment with Tundra Technical Solutions to provide services to Bank of New York (BNY). Please note that this is not a full-time employment opportunity. Candidates selected for this role will be engaged as contractors for the specified duration of the project. For any inquiries regarding the terms of the contract or engagement, please contact Tundra Technical Solutions directly. Benefits Information Optional benefits offering include medical, dental, vision and retirement benefits via Tundra Technical Solutions. #J-18808-Ljbffr