Senior Specialist, POM Product Owner

Salary: $30,000 - 55,000 per year Requirements:

• Bachelors degree in Finance, Economics, Mathematics, Statistics, Financial Engineering, Data Science, Computer Science, or a closely related quantitative field, or an equivalent mix of education and experience.
• 3-5 years of experience in financial modeling, structured finance, leveraged loans, CLOs, corporate trust analytics, data science, or comparable quantitative and analytical roles.
• Strong interest in or working knowledge of CLOs, loans, structured debt instruments, transaction structures, and related concepts.
• Experience developing or supporting financial models, analytical tools, or data-driven workflows in a controlled business setting.
• Proficiency in one or more programming or analytical tools such as Python, SQL, VBA, R, or similar technologies used for automation, model logic, data analysis, and quality control.
• Advanced Excel skills and experience with analytics, workflow, or visualization platforms such as Power BI, Alteryx, SharePoint, or similar tools.
• Proven ability to work with large, complex datasets, conduct root-cause analysis, and turn data into business and analytical insight.
• Strong problem-solving ability, intellectual curiosity, and attention to detail, with the capability to assess complex transaction structures and produce accurate, high-quality outputs.
• Excellent written and verbal communication skills, including the ability to explain technical or structural concepts clearly to different stakeholders.
• An innovation-focused mindset with an interest in modernization and continuous improvement, especially in applying technology and AI-enabled solutions to structured credit analytics.

• Develop, maintain, validate, and enhance CLO compliance and waterfall models, including programming and analyzing collateral quality tests, coverage tests, concentration limits, payment structures, and cash flow mechanics to ensure alignment with governing transaction documents.
• Analyze and interpret complex legal and transaction documents, including CLO indentures, offering memoranda, and related deal materials, and translate structural language into modeling logic, analytics needs, and reporting outputs.
• Build, review, and improve investor reports, dashboards, and analytics covering compliance tests, noteholder distributions, asset-level information, and other key transaction metrics to support accurate and timely reporting.
• Apply quantitative modeling, data analysis, and scenario-based thinking to stress test transactions and assess portfolio behavior, structural performance, and model outcomes across CLO transactions.
• Partner with internal teams and data providers to source, integrate, and validate critical datasets, ensuring strong data integrity across inputs, calculations, and outputs.
• Perform detailed reviews, reconciliations, and trend analyses to identify modeling issues, improve performance, strengthen controls, and continuously enhance analytics processes and outputs as market conditions and transaction structures evolve.
• Contribute to the transformation of the CLO and loans modeling platform by helping define and implement scalable, efficient, and controlled solutions that improve the end-to-end analytics lifecycle.
• Support the adoption of agentic and AI-enabled capabilities to improve document ingestion, clause analysis, data extraction, model setup, model quality control, exception identification, and other high-value analytical workflows.
• Collaborate across business, analytics, technology, and operations teams to align on transaction requirements, deliver process improvements, solve complex transaction challenges, and support strategic modernization initiatives and ad hoc client requests.
• Mentor junior team members and help foster a culture of analytical rigor, innovation, accountability, and continuous learning.

• AI
• Alteryx
• Excel
• Flow
• Support
• Power BI
• Product Owner
• Python
• SQL
• SharePoint
• VBA

More:

We are working with BNY on this opportunity for a Senior Specialist, POM Product Owner / Senior Specialist, Loans Modeling & Analytics role within our Corporate Trust Analytics Group. This position is based in Houston, TX or Pittsburgh, PA. We are a leading global financial services company with a culture focused on growth, success, innovation, and collaboration. Our teams use cutting-edge AI and advanced technology to help drive transformative solutions for clients and communities worldwide, and we offer an environment where bold ideas and exceptional talent can thrive.

last updated 41 week of 2026