Senior Client Services Analyst (contract)

Key Responsibilities

• Manage day-to-day operations of assigned CLOs and loan portfolios, ensuring high-quality client service and operational accuracy
• Oversee cash and trade activity across loans, bonds, and structured products, ensuring timely execution and issue resolution
• Lead preparation and review of monthly and quarterly client reports, validating performance data and ensuring timely delivery
• Serve as a primary point of contact for clients, participating in meetings, documenting outcomes, and driving follow-ups to completion
• Act as a senior escalation point for complex operational and client issues, ensuring resolution and risk mitigation
• Reconcile and analyze portfolio data, perform reconciliations, and investigate discrepancies across cash, trades, and positions
• Partner with front office, relationship managers, accounting teams, and global stakeholders to support client deliverables
• Identify and implement process enhancements to improve efficiency, controls, and client experience
• Mentor and lead 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
• 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