BNY Wealth Newport Beach CA

Senior Vice President, Client Processing

Full-time · Houston, TX
✓ Verified live on the employer's own system · added 6 days ago
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Senior · 7+ yrs exp

Requirements

Education: Bachelor's degree or related field

Experience: 7+ years

Skills & tools

OperationsProject ManagementData AnalysisCustomer ServiceFinancial ModelingSQL
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Full job description

We're seeking a future team member for the role of Senior Vice President, Client Operations - CLO Reporting to join our Structured Debt Client Platform team. This role is located in Houston

  • Own and run portfolio compliance and waterfall models, delivering a high-quality first draft to CSMs in alignment with agreed timelines
  • Partner with Analytics, Operations, Client Service, Position Services, and other stakeholders to ensure accurate reporting and effective issue resolution
  • Review, analyze, and incorporate client and auditor feedback on test results, model outputs, and reporting deliverables
  • Provide senior oversight across the reporting workflow, ensuring operational excellence, transparent communication, and timely escalation of complex issues, while guiding junior analysts and contributing to the accuracy and quality of assigned work
  • Bachelor's degree in Business, Finance, or a related field
  • Experience in quantitative finance and technology preferred
  • Experience in CLO, structured finance, or fixed-income reporting preferred
  • Prior experience in an analytical role such as financial modeling, valuation models, or data analytics
  • No direct reports; provides guidance to team member and is primarily responsible for the accuracy and quality of own work and the work of assigned project team members

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This posting was published by BNY Wealth Newport Beach CA on their own careers system and is shown here with a direct link to apply there. Employers: for corrections or removal, contact jobs@veritahire.com.