Senior Analyst - Trustee Reporting and Controls

Posted 3 Days Ago
Be an Early Applicant
2 Locations
In-Office
130K-161K Annually
Senior level
Fintech • Software • Financial Services
The Role
Model newly onboarded CLOs and leveraged loan facilities, maintain compliance calculations, and produce trustee reporting. Build and validate reporting dashboards, automate processes, reconcile results, ensure data accuracy, collaborate with IT and stakeholders, and present analytical findings to senior management.
Summary Generated by Built In

Job Title:

Senior Analyst - Trustee Reporting and Controls

Location:

Houston, TX

What you'll do:

As a Senior Analyst - Trustee Reporting and Controls you'll play a critical role in supporting the Corporate Trust business by modeling newly onboarded CLOs and Leveraged Loan Facilities, maintaining ongoing compliance calculations, and producing trustee reporting relied upon by arrangers, managers and investors. You'll develop, maintain, improve reporting solutions, analyze large data sets, and provide actionable insights to stakeholders. One of your key responsibilities is to ensure reporting and compliance needs by the business are met while operating within legal requirements. You will collaborate closely with internal parties to ensure accurate, timely and compliant calculations.
  • Build, maintain and validate compliance and reporting dashboards and tools while upholding data and reporting standards, ensuring consistency and compliance across all projects worked on. Identify and develop automation techniques from available technology to produce efficient and effective processes.
  • Perform scenario updates, test result validation, and reconciliations, aligned with internal control requirements and standard modeling practices.
  • Understand business unit reporting and analytical needs and translate business questions into analytical tasks that help drive strategic decisions. Present analytical findings and recommendations to senior management.
  • Design and implement systems to ensure data accuracy and reliability by performing thorough validation and quality checks. Collaborate with IT teams to enhance reporting infrastructure and improve efficiency.

What you'll need:

  • 3+ years of related experience in Data Analytics & Data Management or similar field.
  • Bachelor's degree in related field required.
  • Strong analytical skills with the ability to interpret legal documents, indentures, and loan/portfolio data relating to CLO and Leverage Loan Facilities
  • Entry level to intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
  • Entry level to intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
  • Intermediate experience with data analysis tools (e.g., SQL, Excel) and data visualization platforms (e.g., Tableau, Power BI).
  • Experience with project management and managing multiple priorities and deliverables.
  • Intermediate experience presenting findings from large datasets in a clear, actionable way.
  • Experience with predictive modeling, statistical analysis, or machine learning preferred.
  • Intermediate speaking and writing communication skills
  • Experience with Solvas/CDO Suite/WSO platforms is a plus
  • Experience building or maintaining reporting solutions in Power BI (modeling, DAX, report layouts, data transformation)

Compensation: Salary range for new hires is generally $129,995.00 - $160,581.00 for Boston, MA. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned and restricted stock.

Benefits you’ll love:
We offer all the important things you'd want — like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you’ll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!

About the company:

Western Alliance Bank, Member FDIC, is a wholly owned subsidiary of Western Alliance Bancorporation. Serving clients nationwide, Western Alliance Bank includes six legacy bank brands — Alliance Association Bank, Alliance Bank of Arizona, Bank of Nevada, Bridge Bank, First Independent Bank and Torrey Pines Bank — that remain part of the company’s heritage, as well as AmeriHome Mortgage, a Western Alliance Bank Company.

Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email [email protected] or call 602-386-2488.  When contacting us, please provide your contact information and state the nature of your accessibility issue.  We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.

© Western Alliance Bancorporation

Skills Required

  • 3+ years of related experience in Data Analytics & Data Management or similar field.
  • Bachelor's degree in related field.
  • Strong analytical skills with ability to interpret legal documents, indentures, and loan/portfolio data relating to CLO and Leverage Loan Facilities.
  • Entry level to intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
  • Entry level to intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
  • Intermediate experience with data analysis tools (e.g., SQL, Excel) and data visualization platforms (e.g., Tableau, Power BI).
  • Experience building or maintaining reporting solutions in Power BI (modeling, DAX, report layouts, data transformation).
  • Experience with project management and managing multiple priorities and deliverables.
  • Intermediate experience presenting findings from large datasets in a clear, actionable way.
  • Intermediate speaking and writing communication skills.
  • Experience with predictive modeling, statistical analysis, or machine learning.
  • Experience with Solvas/CDO Suite/WSO platforms.

Western Alliance Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Western Alliance Bank and has not been reviewed or approved by Western Alliance Bank.

  • Strong & Reliable Incentives Feedback suggests annual bonuses are broadly available and can materially lift total compensation when business conditions are favorable. Participation spans many roles beyond executives.
  • Equity Value & Accessibility Equity grants are described as widely accessible to employees at multiple levels, adding long‑term value to the package. This breadth helps align employees with company performance.
  • Retirement Support The 401(k) program is positioned as a standout with an employer match structure viewed as stronger than common offerings. Automatic enrollment reinforces accessibility and participation.

Western Alliance Bank Insights

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The Company
HQ: Phoenix, Arizona
4,045 Employees

What We Do

Western Alliance Bancorporation (NYSE: WAL) is one of the country’s top-performing banking companies. Its primary subsidiary, Western Alliance Bank, Member FDIC, offers a full spectrum of tailored commercial banking solutions and consumer products, all delivered with outstanding service by banking and mortgage experts who put customers first. Serving clients across the country wherever business happens, Western Alliance Bank operates individual, full-service banking and financial brands with offices in key markets nationwide.

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