Senior Associate, Structured Trust and Analytics
Under the supervision of the Assistant Vice President, the Senior Associate is responsible for the day to day activities for a particular set of investment vehicles. Candidates should have some understanding of Structured Finance Transactions, have a strong client focus, be able to do well under pressure and successfully manage multiple assignments at one time.
Join us if making your mark in the financial services industry from day one is a challenge you are up for.
What you will be responsible for :
- Liaise with Collateral Managers to strengthen relationships and generate new business leads
- Assist in onboarding new deal closings per New Deal Setup Procedures
- Review analyst workflow
- Train staff on proper servicing techniques
- Assist management team with metrics and other administrative items
- Perform analyst functions as necessary :
Run hypothetical trades per client instruction
Execute Excel / Solvas models to calculate CLO Concentration, Coverage, and Collateral Quality TestsPrepare quarterly waterfall disbursementsAdvance relationships with clients, investors and internal groups within State StreetParticipate in special projects as assigned.What we value :
A strong work ethic and a positive attitudeExcellent time management skills and ability to prioritize deadline-driven workflowAbility to work well within a small group and operate independently on short- and long-term goalsDetail-oriented and a natural problem solver; have the resolve to independently research problems and offer solutionsExcellent intrapersonal & communication skills via phone and emailPassion for improving systems and processesEducation & Preferred Qualifications :
Bachelor's degree required, preferably in accounting, finance, or economics2+ years of experience working within an investment firmManaging and manipulating large amounts of data in ExcelCreating Excel-based models to measure various tests and parameters outlined in legal documents, preferable related to CLOs / Bank LoansComprehending and interpreting legal documentation such as Indentures and Offering MemorandumsWorking with credit instruments (senior secured loans and high yield bonds); and communicating with clients.Systems : Wall Street Office, MS Excel, MS Outlook, Solvas, LoanOps Portal, My State Street, Bloomberg, LS Fax, Collaborate
Salary Range : $52,000 - $94,120 Annual